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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
AFM
451
Anson Funds Management
Texas
$827K
IVP
452
Intrinsic Value Partners
Arizona
$811K -$7.5K -4 -1%
QWM
453
Quadcap Wealth Management
Texas
$811K +$15K +8 +2%
AAS
454
Avantax Advisory Services
Texas
$807K +$197K +105 +35%
AT
455
Avalon Trust
New Mexico
$799K
CWM
456
Calamos Wealth Management
Illinois
$799K
CFO
457
Callan Family Office
Pennsylvania
$795K +$746K +398 New
LTAS
458
Linden Thomas Advisory Services
North Carolina
$793K -$9.38K -5 -1%
LFM
459
LGT Fund Management
Liechtenstein
$793K +$744K +397 New
RFA
460
Resurgent Financial Advisors
Georgia
$789K +$52.5K +28 +8%
CPW
461
Crestmont Private Wealth
Texas
$775K +$69.4K +37 +11%
Luther King Capital Management (LKCM)
462
Luther King Capital Management (LKCM)
Texas
$767K -$1.16M -616 -62%
HCM
463
Hengehold Capital Management
Ohio
$765K +$150K +80 +26%
PA
464
Procyon Advisors
Connecticut
$761K -$1.97M -1,051 -73%
HIS
465
Harvest Investment Services
Illinois
$742K -$20.6K -11 -3%
ACA
466
Aptus Capital Advisors
Alabama
$737K
DAM
467
Draper Asset Management
New York
$737K +$696K +371 New
RC
468
Rexford Capital
Texas
$721K +$677K +361 New
CSI
469
Cross Staff Investments
New York
$719K
QCM
470
QRG Capital Management
Illinois
$715K +$101K +54 +18%
IP
471
Intellectus Partners
California
$705K -$13.1K -7 -2%
TWC
472
TD Waterhouse Canada
Ontario, Canada
$692K +$11.3K +6 +2%
FCMC
473
Founders Capital Management (Connecticut)
Connecticut
$691K -$30K -16 -4%
AWM
474
Apollon Wealth Management
South Carolina
$691K -$1.88K -1 -0.3%
CWM
475
Congress Wealth Management
Massachusetts
$691K -$306K -163 -32%