We are live on ! Find out more
MKL icon

Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
501
Sonen Capital
California
$271K -$142K -107 -34%
AAS
502
Avantax Advisory Services
Texas
$270K +$14.6K +11 +6%
MCM
503
Manchester Capital Management
Vermont
$268K – – –
PCM
504
Parsons Capital Management
Rhode Island
$268K – – –
PCIA
505
Prime Capital Investment Advisors
Kansas
$268K +$279K +210 New
ETIA
506
Epic Trust Investment Advisors
Washington
$267K -$137K -103 -33%
FFM
507
Forum Financial Management
Illinois
$267K – – –
V
508
Veritable
Delaware
$266K -$1.33K -1 -0.5%
BAM
509
Boyar Asset Management
New York
$266K +$13.3K +10 +5%
ECM
510
Evergreen Capital Management
Washington
$254K +$18.6K +14 +8%
BFG
511
Bleakley Financial Group
New Jersey
$253K +$21.3K +16 +9%
SS
512
Simplicity Solutions
Minnesota
$253K +$263K +198 New
CCG
513
Cypress Capital Group
Florida
$252K -$41.2K -31 -14%
LIM
514
Leavell Investment Management
Alabama
$245K – – –
NQWM
515
Northwest Quadrant Wealth Management
Oregon
$244K – – –
OSAM
516
O'Shaughnessy Asset Management
Connecticut
$243K -$5.31K -4 -2%
HCM
517
Howland Capital Management
Massachusetts
$241K – – –
KFA
518
Krane Funds Advisors
New York
$237K +$239K +180 New
GT
519
Greenleaf Trust
Michigan
$236K -$1.33K -1 -0.5%
ET
520
Equitable Trust
Tennessee
$235K – – –
OTL
521
Oak Thistle LLC
New York
$231K +$240K +181 New
EIA
522
Edgemoor Investment Advisors
Maryland
$229K – – –
TTWM
523
TCV Trust & Wealth Management
Virginia
$229K -$15.9K -12 -6%
VWMG
524
Virginia Wealth Management Group
Virginia
$224K +$6.64K +5 +3%
QT
525
Quantbot Technologies
New York
$221K +$230K +173 New
19 20
21
22 23