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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
476
WealthPlan Investment Management
Nebraska
$326K -$26.6K -20 -7%
MCF Advisors
477
MCF Advisors
Kentucky
$326K – – –
FFM
478
Flagstone Financial Management
Nebraska
$324K – – –
SCA
479
Snowden Capital Advisors
New York
$319K -$62.4K -47 -16%
Crestwood Advisors Group
480
Crestwood Advisors Group
Massachusetts
$319K – – –
TNBTD
481
Trustmark National Bank Trust Department
Mississippi
$319K – – –
SP
482
Symmetry Partners
Connecticut
$319K – – –
FineMark National Bank & Trust
483
FineMark National Bank & Trust
Florida
$317K +$13.3K +10 +4%
WWC
484
Waypoint Wealth Counsel
Georgia
$313K -$49.2K -37 -13%
Dakota Wealth Management
485
Dakota Wealth Management
Florida
$313K – – –
JWCA
486
J.W. Cole Advisors
Florida
$309K +$12K +9 +4%
DTL
487
Dynamic Technology Lab
Singapore
$307K +$319K +240 New
Laird Norton Wetherby Wealth Management
488
Laird Norton Wetherby Wealth Management
California
$301K +$26.6K +20 +9%
FNA
489
First National Advisers
Nebraska
$298K +$39.9K +30 +15%
New York Life Investment Management
490
New York Life Investment Management
New York
$298K -$9.3K -7 -3%
IPW
491
Invictus Private Wealth
Colorado
$294K – – –
Stephens Inc
492
Stephens Inc
Arkansas
$293K – – –
FSCM
493
Front Street Capital Management
Montana
$291K -$2.66K -2 -0.9%
HH
494
Hilltop Holdings
Texas
$290K -$2.66K -2 -0.9%
CT
495
Clearstead Trust
Maine
$287K – – –
SG
496
Stonnington Group
California
$282K – – –
LFA
497
LGT Financial Advisors
Texas
$280K -$2.66K -2 -0.9%
SCM
498
Sebold Capital Management
Illinois
$278K – – –
Wedbush Securities
499
Wedbush Securities
California
$276K -$14.6K -11 -5%
TIA
500
Traphagen Investment Advisors
New Jersey
$276K +$287K +216 New