We are live on ! Find out more
MKL icon

Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
ST
451
Spinnaker Trust
Maine
$332K
AF
452
Advisornet Financial
Minnesota
$330K -$245K -190 -46%
LNWWM
453
Laird Norton Wetherby Wealth Management
California
$330K
OWA
454
One Wealth Advisors
California
$330K +$9.04K +7 +3%
ECM
455
Elgethun Capital Management
South Dakota
$326K +$285K +221 New
BMSSC
456
B. Metzler seel. Sohn & Co
Germany
$323K
GW
457
GW & Wade
Massachusetts
$320K
LNC
458
Lincoln National Corp
Pennsylvania
$320K +$55.5K +43 +25%
VI
459
Vestcor Inc
New Brunswick, Canada
$319K +$60.7K +47 +28%
Vontobel Holding
460
Vontobel Holding
Switzerland
$317K -$121K -94 -31%
IRF
461
IBM Retirement Fund
New York
$317K -$12.9K -10 -4%
GT
462
Greenleaf Trust
Michigan
$317K +$29.7K +23 +12%
TF
463
Tompkins Financial
New York
$317K +$38.8K +30 +16%
FFM
464
Forum Financial Management
Illinois
$314K +$5.17K +4 +2%
SIC
465
Sterling Investment Counsel
New York
$313K +$3.88K +3 +1%
SI
466
Stephens Inc
Arkansas
$311K -$68.5K -53 -20%
PCM
467
Parsons Capital Management
Rhode Island
$310K
V
468
Veritable
Delaware
$308K +$7.75K +6 +3%
PPWM
469
Paragon Private Wealth Management
Kentucky
$306K +$284K +220 New
SFA
470
Sequoia Financial Advisors
Ohio
$301K +$264K +204 New
SWM
471
Spire Wealth Management
Virginia
$299K -$731K -566 -74%
EAM
472
Erste Asset Management
Austria
$299K
BCA
473
Bay Colony Advisors
Massachusetts
$294K
PIMG
474
Patriot Investment Management Group
Tennessee
$292K
ECM
475
Evergreen Capital Management
Washington
$285K +$6.46K +5 +3%