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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
NFGCM
451
Norman Fields Gottscho Capital Management
New York
$323K – – –
SP
452
Symmetry Partners
Connecticut
$323K – – –
TNBTD
453
Trustmark National Bank Trust Department
Mississippi
$323K – – –
SWM
454
Spire Wealth Management
Virginia
$318K +$59K +43 +21%
LNWWM
455
Laird Norton Wetherby Wealth Management
California
$309K +$20.6K +15 +7%
VAS
456
Vestmark Advisory Solutions
Massachusetts
$308K -$16.5K -12 -5%
II
457
Inspire Investing
Idaho
$308K -$6.86K -5 -2%
FNBT
458
FineMark National Bank & Trust
Florida
$308K – – –
OWA
459
One Wealth Advisors
California
$307K +$17.8K +13 +6%
Fifth Third Bancorp
460
Fifth Third Bancorp
Ohio
$306K +$137K +100 +73%
HH
461
Hilltop Holdings
Texas
$304K -$27.4K -20 -8%
CCG
462
Cypress Capital Group
Florida
$302K – – –
PAS
463
Park Avenue Securities
New York
$301K -$49.4K -36 -13%
LNC
464
Lincoln National Corp
Pennsylvania
$299K +$19.2K +14 +6%
WSTAM
465
Wilbanks Smith & Thomas Asset Management
Virginia
$294K +$311K +227 New
DWM
466
Dakota Wealth Management
Florida
$292K -$43.9K -32 -12%
CT
467
Clearstead Trust
Maine
$291K – – –
ST
468
Spinnaker Trust
Maine
$291K – – –
Vontobel Holding
469
Vontobel Holding
Switzerland
$291K +$19.2K +14 +7%
TSS
470
Two Sigma Securities
New York
$286K -$23.3K -17 -7%
AF
471
Advisornet Financial
Minnesota
$286K -$4.12K -3 -1%
SI
472
Stephens Inc
Arkansas
$285K +$12.3K +9 +4%
BMSSC
473
B. Metzler seel. Sohn & Co
Germany
$283K – – –
FFM
474
Forum Financial Management
Illinois
$279K +$4.12K +3 +1%
V
475
Veritable
Delaware
$279K +$9.61K +7 +3%