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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
451
Concurrent Investment Advisors
Florida
$810K +$11.6K +7 +2%
CGF
452
Constant Guidance Financial
Massachusetts
$801K +$770K +464 New
MWM
453
Mission Wealth Management
California
$797K +$1.66K +1 +0.2%
WIM
454
WealthPlan Investment Management
Nebraska
$794K +$76.3K +46 +11%
FSA
455
Financial Security Advisor
Virginia
$773K -$6.64K -4 -0.9%
CG
456
Caprock Group
Idaho
$765K -$134K -81 -15%
IC
457
IEQ Capital
California
$763K +$383K +231 +109%
BAM
458
Brave Asset Management
New Jersey
$758K – – –
SSA
459
Schonfeld Strategic Advisors
New York
$753K -$1.12M -677 -61%
GC
460
Gilbert & Cook
Iowa
$739K +$11.6K +7 +2%
AC
461
Allstate Corporation
Illinois
$739K +$710K +428 New
IVP
462
Intrinsic Value Partners
Arizona
$727K – – –
PAG
463
Private Advisor Group
New Jersey
$725K -$294K -177 -30%
FCMC
464
Founders Capital Management (Connecticut)
Connecticut
$703K -$4.98K -3 -0.7%
VF
465
Virtu Financial
New York
$697K +$670K +404 New
TPI
466
Trust Point Inc
Wisconsin
$694K +$667K +402 New
OGC
467
Oak Grove Capital
New Hampshire
$690K -$16.6K -10 -2%
LTAS
468
Linden Thomas Advisory Services
North Carolina
$690K -$3.32K -2 -0.5%
CWM
469
Calamos Wealth Management
Illinois
$690K – – –
TSS
470
Two Sigma Securities
New York
$690K +$664K +400 New
QWM
471
Quadcap Wealth Management
Texas
$689K -$46.5K -28 -7%
Axa
472
Axa
France
$682K +$49.8K +30 +8%
HIS
473
Harvest Investment Services
Illinois
$668K -$11.6K -7 -2%
PCIA
474
Prime Capital Investment Advisors
Kansas
$642K – – –
RFA
475
Resurgent Financial Advisors
Georgia
$640K +$153K +92 +33%