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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
C
451
Certuity
Florida
$243K +$250K +203 New
PIMG
452
Patriot Investment Management Group
Tennessee
$236K – – –
BCA
453
Bay Colony Advisors
Massachusetts
$235K – – –
ODCM
454
Old Dominion Capital Management
Virginia
$233K – – –
NQWM
455
Northwest Quadrant Wealth Management
Oregon
$231K -$19.7K -16 -8%
SC
456
Scotia Capital
Ontario, Canada
$231K +$8.63K +7 +4%
MF
457
Magnetar Financial
Illinois
$231K +$238K +193 New
LIM
458
Leavell Investment Management
Alabama
$229K +$237K +192 New
GT
459
Greenleaf Trust
Michigan
$228K -$1.23K -1 -0.5%
CCA
460
Cadent Capital Advisors
Oklahoma
$227K – – –
HCM
461
Howland Capital Management
Massachusetts
$226K – – –
TF
462
Tompkins Financial
New York
$221K +$228K +185 New
OWA
463
One Wealth Advisors
California
$218K – – –
EIA
464
Edgemoor Investment Advisors
Maryland
$214K -$30.8K -25 -12%
OSAM
465
O'Shaughnessy Asset Management
Connecticut
$214K -$18.5K -15 -8%
ACM
466
AlphaStar Capital Management
North Carolina
$213K +$200K +162 New
CP
467
Camelot Portfolios
Ohio
$209K – – –
FCCM
468
First City Capital Management
Georgia
$209K – – –
ACP
469
Arcus Capital Partners
Georgia
$208K -$38.2K -31 -15%
AI
470
AXS Investments
New York
$208K +$215K +174 New
ST
471
Somerset Trust
Pennsylvania
$206K +$212K +172 New
AIG
472
American International Group
New York
$204K -$22.2K -18 -10%
OWA
473
Opal Wealth Advisors
New York
$204K +$211K +171 New
KPW
474
Kore Private Wealth
New York
$203K – – –
TAM
475
Tocqueville Asset Management
New York
$203K – – –
17 18
19
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