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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
IP
426
Intellectus Partners
California
$609K +$11.3K +8 +2%
MIA
427
MainStreet Investment Advisors
Illinois
$605K +$2.84K +2 +0.5%
CAM
428
Cresset Asset Management
Illinois
$599K -$587K -414 -50%
MML Investors Services
429
MML Investors Services
Massachusetts
$598K +$247K +174 +70%
BAM
430
Brave Asset Management
New Jersey
$594K
VIM
431
Vinva Investment Management
Australia
$593K +$76.6K +54 +15%
SWM
432
Spire Wealth Management
Virginia
$588K -$70.9K -50 -11%
CSPIA
433
Cary Street Partners Investment Advisory
Virginia
$584K -$21.3K -15 -4%
IAS
434
Insigneo Advisory Services
Florida
$579K
LTAS
435
Linden Thomas Advisory Services
North Carolina
$571K -$7.09K -5 -1%
AIMCA
436
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$568K
BMCM
437
Burns Matteson Capital Management
New York
$568K +$567K +400 New
MPWT
438
MassMutual Private Wealth & Trust
Connecticut
$564K -$7.09K -5 -1%
FSCM
439
Front Street Capital Management
Montana
$557K +$8.51K +6 +2%
TF
440
Trek Financial
Arizona
$555K -$31.2K -22 -5%
MYIA
441
Mount Yale Investment Advisors
Colorado
$552K -$4.26K -3 -0.8%
ATPW
442
Ashton Thomas Private Wealth
Arizona
$550K +$24.1K +17 +5%
IWC
443
Integrated Wealth Concepts
Massachusetts
$545K -$32.6K -23 -6%
LNC
444
Lincoln National Corp
Pennsylvania
$542K -$18.4K -13 -3%
RWM
445
Ritholtz Wealth Management
New York
$540K +$209K +147 +63%
ECM
446
Elgethun Capital Management
South Dakota
$537K -$1.42K -1 -0.3%
PC
447
Pecaut & Co
Iowa
$537K
BCA
448
Bay Colony Advisors
Massachusetts
$532K +$29.8K +21 +6%
NB
449
NBT Bank
New York
$531K
GJWM
450
Gilliland Jeter Wealth Management
Arkansas
$527K +$526K +371 New