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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
O
501
Ossiam
France
$552K +$136K +82 +34%
RYIA
502
Roehl & Yi Investment Advisors
Oregon
$551K +$529K +319 New
QCM
503
QRG Capital Management
Illinois
$549K +$81.3K +49 +18%
CFG
504
Citizens Financial Group
Rhode Island
$545K +$1.66K +1 +0.3%
TWC
505
TD Waterhouse Canada
Ontario, Canada
$544K +$325K +196 +165%
Carson Wealth (CWM LLC)
506
Carson Wealth (CWM LLC)
Nebraska
$544K +$108K +65 +26%
AFM
507
Anson Funds Management
Texas
$544K
KPWS
508
Kestra Private Wealth Services
Texas
$544K +$4.98K +3 +1%
MGWM
509
Marks Group Wealth Management
Minnesota
$537K -$1.66K -1 -0.3%
ECM
510
Elgethun Capital Management
South Dakota
$528K -$119K -72 -19%
CPW
511
Crestmont Private Wealth
Texas
$520K +$23.2K +14 +5%
NA
512
NewEdge Advisors
Louisiana
$518K
AAS
513
Avantax Advisory Services
Texas
$516K +$53.1K +32 +12%
FRM
514
Fox Run Management
Connecticut
$514K +$277K +167 +127%
HAG
515
HighPoint Advisor Group
Illinois
$514K +$29.9K +18 +7%
HTC
516
Haverford Trust Company
Pennsylvania
$508K -$232K -140 -32%
NB
517
NBT Bank
New York
$499K
FAIM
518
Financial Advocates Investment Management
Washington
$499K +$49.8K +30 +12%
MPWT
519
MassMutual Private Wealth & Trust
Connecticut
$497K -$81.3K -49 -15%
GWANC
520
Guardian Wealth Advisors (North Carolina)
North Carolina
$497K +$249K +150 +109%
MAM
521
Madison Asset Management
Wisconsin
$493K
MIA
522
Madison Investment Advisors
Wisconsin
$493K +$473K +285 New
OAM
523
Oppenheimer Asset Management
New York
$492K +$56.4K +34 +14%
CNTOF
524
Canandaigua National Trust of Florida
New York
$489K +$470K +283 New
XT
525
XTX Topco
Cayman Islands
$485K -$1.03M -620 -69%