We are live on ! Find out more
MKL icon

Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
451
Oppenheimer Asset Management
New York
$830K +$300K +153 +54%
GC
452
Gilbert & Cook
Iowa
$828K +$33.3K +17 +4%
AT
453
Avalon Trust
New Mexico
$812K +$49K +25 +6%
DA
454
Denali Advisors
California
$807K +$551K +281 +199%
M&T Bank
455
M&T Bank
New York
$806K -$923K -471 -53%
RBI
456
Raiffeisen Bank International
Austria
$806K +$469K +239 +129%
OIA
457
OneDigital Investment Advisors
Kansas
$805K +$461K +235 +126%
RFA
458
Resurgent Financial Advisors
Georgia
$801K +$47K +24 +6%
SRL
459
Scientech Research LLC
New Jersey
$801K +$821K +419 New
PWM
460
Perigon Wealth Management
California
$799K -$1.96K -1 -0.2%
EWM
461
Empirical Wealth Management
Washington
$791K +$325K +166 +67%
AFM
462
Anson Funds Management
Texas
$791K
CPW
463
Crestmont Private Wealth
Texas
$782K +$41.2K +21 +5%
Carson Wealth (CWM LLC)
464
Carson Wealth (CWM LLC)
Nebraska
$778K -$159K -81 -17%
HAIM
465
Hunter Associates Investment Management
Pennsylvania
$773K -$19.6K -10 -2%
IVP
466
Intrinsic Value Partners
Arizona
$765K -$11.8K -6 -1%
CWM
467
Calamos Wealth Management
Illinois
$765K
HCM
468
Hengehold Capital Management
Ohio
$765K +$33.3K +17 +4%
LTAS
469
Linden Thomas Advisory Services
North Carolina
$759K
PMAM
470
Picton Mahoney Asset Management
Ontario, Canada
$754K +$774K +395 New
QCM
471
QRG Capital Management
Illinois
$749K +$66.7K +34 +9%
CF
472
Convergence Financial
Missouri
$738K +$757K +386 New
Luther King Capital Management (LKCM)
473
Luther King Capital Management (LKCM)
Texas
$734K
SQA
474
Simon Quick Advisors
New Jersey
$734K +$167K +85 +28%
QWM
475
Quadcap Wealth Management
Texas
$728K -$49K -25 -6%