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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
VAS
451
Vestmark Advisory Solutions
Massachusetts
$353K +$59.4K +48 +22%
MGWM
452
Marks Group Wealth Management
Minnesota
$349K +$3.71K +3 +1%
YCM
453
Yousif Capital Management
Michigan
$348K +$30.9K +25 +10%
CCM
454
Canal Capital Management
Virginia
$347K
AIM
455
Allen Investment Management
New York
$345K
II
456
Inspire Investing
Idaho
$344K -$8.66K -7 -3%
OWA
457
One Wealth Advisors
California
$343K +$27.2K +22 +9%
BIA
458
Beacon Investment Advisors
Maryland
$341K +$320K +259 New
Vanguard Personalized Indexing Management
459
Vanguard Personalized Indexing Management
California
$340K -$292K -236 -48%
SC
460
Savant Capital
Illinois
$339K
BSW
461
Buckingham Strategic Wealth
Missouri
$337K -$99K -80 -24%
MA
462
MCF Advisors
Kentucky
$336K
FFM
463
Flagstone Financial Management
Nebraska
$335K +$314K +254 New
BCM
464
Bayesian Capital Management
New York
$333K -$56.9K -46 -15%
CAG
465
Crestwood Advisors Group
Massachusetts
$329K
TNBTD
466
Trustmark National Bank Trust Department
Mississippi
$329K
SP
467
Symmetry Partners
Connecticut
$329K
EI
468
Ethic Inc
New York
$324K -$152K -123 -33%
DWM
469
Dakota Wealth Management
Florida
$323K +$23.5K +19 +8%
CPW
470
Crestmont Private Wealth
Texas
$320K +$301K +243 New
NYLIM
471
New York Life Investment Management
New York
$316K -$4.95K -4 -2%
FNBT
472
FineMark National Bank & Trust
Florida
$314K
JWCA
473
J.W. Cole Advisors
Florida
$307K -$75.5K -61 -21%
SIC
474
Sterling Investment Counsel
New York
$303K +$6.18K +5 +2%
IPW
475
Invictus Private Wealth
Colorado
$303K +$285K +230 New