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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
CPW
451
Crestmont Private Wealth
Texas
$364K +$55.8K +42 +17%
PAG
452
Private Advisor Group
New Jersey
$364K +$379K +285 New
BCV
453
Banque Cantonale Vaudoise
Switzerland
$364K +$15.9K +12 +4%
OAM
454
Oppenheimer Asset Management
New York
$362K -$15.9K -12 -4%
GT
455
Glenmede Trust
Pennsylvania
$360K -$651K -490 -63%
MGWM
456
Marks Group Wealth Management
Minnesota
$359K +$21.3K +16 +6%
YCM
457
Yousif Capital Management
Michigan
$356K +$19.9K +15 +6%
BMSSC
458
B. Metzler seel. Sohn & Co
Germany
$354K – – –
WA
459
Wambolt & Associates
Colorado
$353K +$5.31K +4 +1%
EWM
460
Empirical Wealth Management
Washington
$353K – – –
APW
461
Acima Private Wealth
Virginia
$353K – – –
Walleye Trading
462
Walleye Trading
New York
$346K +$360K +271 New
LWM
463
Lodestone Wealth Management
Washington
$345K +$359K +270 New
VAS
464
Vestmark Advisory Solutions
Massachusetts
$345K +$2.66K +2 +0.7%
MF
465
Manchester Financial
California
$344K -$6.64K -5 -2%
Bank of Nova Scotia
466
Bank of Nova Scotia
Ontario, Canada
$342K -$185K -139 -34%
IWM
467
IHT Wealth Management
Illinois
$341K +$355K +267 New
SL
468
Salomon & Ludwin
Virginia
$341K -$165K -124 -32%
SIC
469
Sterling Investment Counsel
New York
$341K +$49.2K +37 +16%
SC
470
Savant Capital
Illinois
$339K +$10.6K +8 +3%
BSW
471
Buckingham Strategic Wealth
Missouri
$337K – – –
AIM
472
Allen Investment Management
New York
$335K – – –
BIA
473
Beacon Investment Advisors
Maryland
$333K +$2.66K +2 +0.8%
OWA
474
One Wealth Advisors
California
$330K -$2.66K -2 -0.8%
WIM
475
WealthPlan Investment Management
Nebraska
$326K -$26.6K -20 -7%