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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
Kestra Private Wealth Services
476
Kestra Private Wealth Services
Texas
$669K +$79.1K +43 +14%
AF
477
Advisornet Financial
Minnesota
$660K +$23.9K +13 +4%
Rakuten Investment Management
478
Rakuten Investment Management
Japan
$659K +$653K +355 New
BAM
479
Boyar Asset Management
New York
$658K +$1.84K +1 +0.3%
CPW
480
Crestmont Private Wealth
Texas
$656K +$92K +50 +17%
Apollon Wealth Management
481
Apollon Wealth Management
South Carolina
$649K -$29.4K -16 -4%
Cary Street Partners
482
Cary Street Partners
Virginia
$647K -$42.3K -23 -6%
N
483
Numerai
California
$643K +$633K +344 New
B. Metzler seel. Sohn & Co
484
B. Metzler seel. Sohn & Co
Germany
$641K -$14.7K -8 -2%
TD Waterhouse Canada
485
TD Waterhouse Canada
Ontario, Canada
$633K +$47.8K +26 +8%
Ritholtz Wealth Management
486
Ritholtz Wealth Management
New York
$630K – – –
BEC
487
Blue Edge Capital
Virginia
$623K – – –
THCM
488
Taylor Hoffman Capital Management
Virginia
$614K +$18.4K +10 +3%
WAG
489
Winthrop Advisory Group
Massachusetts
$611K – – –
T
490
Tableaux
Massachusetts
$608K +$598K +325 New
VIA
491
Victrix Investment Advisors
Florida
$606K -$46K -25 -7%
BIA
492
Beacon Investment Advisors
Maryland
$598K – – –
Citizens Financial Group
493
Citizens Financial Group
Rhode Island
$596K +$5.52K +3 +0.9%
RYIA
494
Roehl & Yi Investment Advisors
Oregon
$595K -$1.84K -1 -0.3%
SAM
495
Shell Asset Management
Netherlands
$591K -$36.8K -20 -6%
HighPoint Advisor Group
496
HighPoint Advisor Group
Illinois
$579K +$99.3K +54 +20%
Empirical Wealth Management
497
Empirical Wealth Management
Washington
$574K +$99.3K +54 +21%
IPW
498
Inlet Private Wealth
Florida
$572K +$101K +55 +22%
QRG Capital Management
499
QRG Capital Management
Illinois
$568K -$25.8K -14 -4%
HCM
500
Hengehold Capital Management
Ohio
$566K +$123K +67 +28%