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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
501
HB Wealth Management
Georgia
$226K +$48K +35 +25%
SLG
502
Stanley-Laman Group
Pennsylvania
$224K +$237K +173 New
CIAS
503
Capital Investment Advisory Services
North Carolina
$220K
TAM
504
Tocqueville Asset Management
New York
$220K
GCP
505
GSA Capital Partners
United Kingdom
$220K +$233K +170 New
PCP
506
Proficio Capital Partners
Massachusetts
$216K +$2.74K +2 +1%
TA
507
Tiedemann Advisors
New York
$216K +$229K +167 New
ACM
508
AlphaStar Capital Management
North Carolina
$212K +$2.74K +2 +1%
MYAM
509
Meiji Yasuda Asset Management
Japan
$211K +$23.3K +17 +12%
DCM
510
Dimension Capital Management
Florida
$210K
CCA
511
Checchi Capital Advisers
California
$208K
AWM
512
AE Wealth Management
Kansas
$207K -$1.37K -1 -0.6%
ECM
513
ExodusPoint Capital Management
New York
$207K +$220K +160 New
TF
514
TIAA FSB
Florida
$206K +$218K +159 New
S
515
Seeyond
France
$205K -$4.12K -3 -2%
MM
516
MQS Management
New York
$204K +$217K +158 New
FNA
517
First National Advisers
Nebraska
$203K +$215K +157 New
AF
518
Allworth Financial
California
$202K -$11K -8 -5%
AIG
519
American International Group
New York
$202K -$6.86K -5 -3%
DA
520
Duality Advisers
Florida
$202K +$214K +156 New
CA
521
Crewe Advisors
Utah
$197K +$137K +100 +192%
SPIA
522
Steward Partners Investment Advisory
New York
$185K -$45.3K -33 -19%
AP
523
Arlington Partners
Alabama
$182K
Carson Wealth (CWM LLC)
524
Carson Wealth (CWM LLC)
Nebraska
$172K +$42.5K +31 +30%
WAM
525
Wakefield Asset Management
Colorado
$153K +$162K +118 New