We are live on ! Find out more
MKL icon

Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
451
Cypress Capital Group
Florida
$344K +$23.3K +18 +8%
CT
452
Clearstead Trust
Maine
$332K -$3.3M -2,555 -92%
ST
453
Spinnaker Trust
Maine
$332K – – –
AF
454
Advisornet Financial
Minnesota
$330K -$245K -190 -46%
LNWWM
455
Laird Norton Wetherby Wealth Management
California
$330K – – –
OWA
456
One Wealth Advisors
California
$330K +$9.04K +7 +3%
ECM
457
Elgethun Capital Management
South Dakota
$326K +$285K +221 New
BMSSC
458
B. Metzler seel. Sohn & Co
Germany
$323K – – –
GW
459
GW & Wade
Massachusetts
$320K – – –
LNC
460
Lincoln National Corp
Pennsylvania
$320K +$55.5K +43 +25%
VI
461
Vestcor Inc
New Brunswick, Canada
$319K +$60.7K +47 +28%
Vontobel Holding
462
Vontobel Holding
Switzerland
$317K -$121K -94 -31%
IRF
463
IBM Retirement Fund
New York
$317K -$12.9K -10 -4%
GT
464
Greenleaf Trust
Michigan
$317K +$29.7K +23 +12%
TF
465
Tompkins Financial
New York
$317K +$38.8K +30 +16%
FFM
466
Forum Financial Management
Illinois
$314K +$5.17K +4 +2%
SIC
467
Sterling Investment Counsel
New York
$313K +$3.88K +3 +1%
SI
468
Stephens Inc
Arkansas
$311K -$68.5K -53 -20%
PCM
469
Parsons Capital Management
Rhode Island
$310K – – –
V
470
Veritable
Delaware
$308K +$7.75K +6 +3%
PPWM
471
Paragon Private Wealth Management
Kentucky
$306K +$284K +220 New
SFA
472
Sequoia Financial Advisors
Ohio
$301K +$264K +204 New
SWM
473
Spire Wealth Management
Virginia
$299K -$731K -566 -74%
EAM
474
Erste Asset Management
Austria
$299K – – –
BCA
475
Bay Colony Advisors
Massachusetts
$294K – – –