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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
501
Coldstream Capital Management
Washington
$388K +$387K +273 New
FNBT
502
FineMark National Bank & Trust
Florida
$385K +$44K +31 +13%
BSW
503
Buckingham Strategic Wealth
Missouri
$381K +$4.26K +3 +1%
OTPPB
504
Ontario Teachers' Pension Plan Board
Ontario, Canada
$378K -$651K -459 -63%
AIM
505
Allen Investment Management
New York
$372K
OAM
506
Oppenheimer Asset Management
New York
$371K -$52.5K -37 -12%
TW
507
TritonPoint Wealth
Maryland
$371K +$370K +261 New
YCM
508
Yousif Capital Management
Michigan
$368K
MIM
509
MetLife Investment Management
New Jersey
$363K -$7.09K -5 -2%
WIM
510
WealthPlan Investment Management
Nebraska
$362K
OWA
511
One Wealth Advisors
California
$362K +$2.84K +2 +0.8%
FFM
512
Flagstone Financial Management
Nebraska
$361K
CAG
513
Crestwood Advisors Group
Massachusetts
$359K +$4.26K +3 +1%
HCM
514
Highlander Capital Management
New Jersey
$355K
TNBTD
515
Trustmark National Bank Trust Department
Mississippi
$355K
TCA
516
Transcend Capital Advisors
New Jersey
$355K +$355K +250 New
RFA
517
Resurgent Financial Advisors
Georgia
$352K +$82.3K +58 +31%
MF
518
Manchester Financial
California
$351K -$14.2K -10 -4%
LFA
519
LGT Financial Advisors
Texas
$345K +$32.6K +23 +10%
CPW
520
Crestmont Private Wealth
Texas
$341K -$8.51K -6 -2%
MCM
521
MAI Capital Management
Ohio
$339K +$90.8K +64 +37%
VI
522
Vestcor Inc
New Brunswick, Canada
$337K -$2.84K -2 -0.8%
Credit Agricole
523
Credit Agricole
France
$337K +$106K +75 +46%
TC
524
Telemus Capital
Michigan
$335K -$1.48M -1,043 -82%
TSS
525
Two Sigma Securities
New York
$331K -$66.7K -47 -17%