We are live on ! Find out more
MKL icon

Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
PGA
476
Portland Global Advisors
Maine
$271K -$189K -150 -41%
BMSSC
477
B. Metzler seel. Sohn & Co
Germany
$269K – – –
OWA
478
One Wealth Advisors
California
$268K +$44.2K +35 +19%
GW
479
GW & Wade
Massachusetts
$268K +$274K +217 New
CCG
480
Cypress Capital Group
Florida
$265K +$271K +215 New
PLFAM
481
Pineno Levin & Ford Asset Management
Virginia
$264K – – –
FANJ
482
Financial Architects (New Jersey)
New Jersey
$260K -$55.5K -44 -17%
PCM
483
Parsons Capital Management
Rhode Island
$259K – – –
FFM
484
Forum Financial Management
Illinois
$258K +$264K +209 New
SIC
485
Sterling Investment Counsel
New York
$258K +$264K +209 New
JWCA
486
J.W. Cole Advisors
Florida
$252K +$257K +204 New
V
487
Veritable
Delaware
$251K -$1.26K -1 -0.5%
C
488
Certuity
Florida
$251K – – –
EAM
489
Erste Asset Management
Austria
$248K -$252K -200 -50%
A
490
Astrantus
Cyprus
$247K +$252K +200 New
Tudor Investment Corp
491
Tudor Investment Corp
Connecticut
$247K +$252K +200 New
BCA
492
Bay Colony Advisors
Massachusetts
$246K +$2.52K +2 +1%
PIMG
493
Patriot Investment Management Group
Tennessee
$244K – – –
RC
494
RegentAtlantic Capital
New Jersey
$243K -$18.9K -15 -7%
PP
495
Pegasus Partners
Wisconsin
$241K -$191K -151 -44%
SC
496
Scotia Capital
Ontario, Canada
$237K -$1.26K -1 -0.5%
LIM
497
Leavell Investment Management
Alabama
$237K – – –
GT
498
Greenleaf Trust
Michigan
$237K +$1.26K +1 +0.5%
HWM
499
HB Wealth Management
Georgia
$237K +$242K +192 New
NQWM
500
Northwest Quadrant Wealth Management
Oregon
$236K – – –