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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
426
Laird Norton Wetherby Wealth Management
California
$682K -$5.87K -4 -0.9%
PWM
427
Perigon Wealth Management
California
$677K
Chevy Chase Trust
428
Chevy Chase Trust
Maryland
$671K +$1.47K +1 +0.2%
BAM
429
Brave Asset Management
New Jersey
$668K +$30.8K +21 +5%
QWM
430
Quadcap Wealth Management
Texas
$665K +$7.33K +5 +1%
CIBC Asset Management
431
CIBC Asset Management
Ontario, Canada
$662K +$1.47K +1 +0.2%
IP
432
Intellectus Partners
California
$648K -$4.4K -3 -0.7%
IVP
433
Intrinsic Value Partners
Arizona
$642K -$16.1K -11 -3%
BBI
434
Baxter Bros Inc
Connecticut
$633K +$73.3K +50 +14%
MIA
435
MainStreet Investment Advisors
Illinois
$621K -$26.4K -18 -4%
IAS
436
Insigneo Advisory Services
Florida
$621K
CSPIA
437
Cary Street Partners Investment Advisory
Virginia
$616K -$8.8K -6 -1%
LTAS
438
Linden Thomas Advisory Services
North Carolina
$610K -$1.47K -1 -0.2%
AIMCA
439
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$609K
LNC
440
Lincoln National Corp
Pennsylvania
$603K +$20.5K +14 +4%
RWM
441
Ritholtz Wealth Management
New York
$601K +$22K +15 +4%
SWM
442
Spire Wealth Management
Virginia
$601K -$16.1K -11 -3%
IWC
443
Integrated Wealth Concepts
Massachusetts
$599K +$14.7K +10 +3%
SL
444
Salomon & Ludwin
Virginia
$584K +$173K +118 +44%
AMBIA
445
Allen Mooney & Barnes Investment Advisors
Georgia
$583K -$1.72M -1,172 -74%
BAM
446
Blueshift Asset Management
New Jersey
$575K +$554K +378 New
ECM
447
Elgethun Capital Management
South Dakota
$574K
MPWT
448
MassMutual Private Wealth & Trust
Connecticut
$574K -$29.3K -20 -5%
MYIA
449
Mount Yale Investment Advisors
Colorado
$574K -$17.6K -12 -3%
NB
450
NBT Bank
New York
$569K