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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
FCBT
476
First Citizens Bank & Trust
North Carolina
$248K +$278K +228 New
BMSSC
477
B. Metzler seel. Sohn & Co
Germany
$247K +$11K +9 +4%
DWM
478
Dakota Wealth Management
Florida
$245K – – –
CT
479
Clearstead Trust
Maine
$244K – – –
ST
480
Spinnaker Trust
Maine
$244K – – –
SIC
481
Sterling Investment Counsel
New York
$244K +$18.3K +15 +7%
MM
482
MQS Management
New York
$242K +$79.3K +65 +41%
VAS
483
Vestmark Advisory Solutions
Massachusetts
$239K -$22K -18 -8%
CCG
484
Cypress Capital Group
Florida
$238K -$17.1K -14 -6%
RWM
485
Ritholtz Wealth Management
New York
$237K +$267K +219 New
PPWM
486
Paragon Private Wealth Management
Kentucky
$236K +$250K +205 New
LNWWM
487
Laird Norton Wetherby Wealth Management
California
$235K -$26.8K -22 -9%
AF
488
Advisornet Financial
Minnesota
$235K -$4.88K -4 -2%
FFM
489
Forum Financial Management
Illinois
$234K – – –
TMAM
490
Tokio Marine Asset Management
Japan
$229K +$36.6K +30 +17%
PCM
491
Parsons Capital Management
Rhode Island
$228K – – –
SFA
492
Sequoia Financial Advisors
Ohio
$223K -$6.1K -5 -2%
CA
493
Cresta Advisors
Texas
$223K +$251K +206 New
V
494
Veritable
Delaware
$221K -$14.6K -12 -6%
BAM
495
Blueshift Asset Management
New Jersey
$221K +$249K +204 New
SCA
496
Snowden Capital Advisors
New York
$221K +$249K +204 New
PCI
497
Pacifica Capital Investments
Texas
$217K – – –
PAM
498
Paradigm Asset Management
New York
$217K – – –
PIMG
499
Patriot Investment Management Group
Tennessee
$214K – – –
OSAM
500
O'Shaughnessy Asset Management
Connecticut
$213K -$14.6K -12 -6%
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