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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
RYIA
501
Roehl & Yi Investment Advisors
Oregon
$551K +$529K +319 New
QCM
502
QRG Capital Management
Illinois
$549K +$81.3K +49 +18%
CFG
503
Citizens Financial Group
Rhode Island
$545K +$1.66K +1 +0.3%
TWC
504
TD Waterhouse Canada
Ontario, Canada
$544K +$325K +196 +165%
Carson Wealth (CWM LLC)
505
Carson Wealth (CWM LLC)
Nebraska
$544K +$108K +65 +26%
AFM
506
Anson Funds Management
Texas
$544K – – –
KPWS
507
Kestra Private Wealth Services
Texas
$544K +$4.98K +3 +1%
MGWM
508
Marks Group Wealth Management
Minnesota
$537K -$1.66K -1 -0.3%
ECM
509
Elgethun Capital Management
South Dakota
$528K -$119K -72 -19%
CPW
510
Crestmont Private Wealth
Texas
$520K +$23.2K +14 +5%
NA
511
NewEdge Advisors
Louisiana
$518K – – –
AAS
512
Avantax Advisory Services
Texas
$516K +$53.1K +32 +12%
FRM
513
Fox Run Management
Connecticut
$514K +$277K +167 +127%
HAG
514
HighPoint Advisor Group
Illinois
$514K +$29.9K +18 +7%
HTC
515
Haverford Trust Company
Pennsylvania
$508K -$232K -140 -32%
NB
516
NBT Bank
New York
$499K – – –
FAIM
517
Financial Advocates Investment Management
Washington
$499K +$49.8K +30 +12%
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$497K -$81.3K -49 -15%
GWANC
519
Guardian Wealth Advisors (North Carolina)
North Carolina
$497K +$249K +150 +109%
MAM
520
Madison Asset Management
Wisconsin
$493K – – –
MIA
521
Madison Investment Advisors
Wisconsin
$493K +$473K +285 New
OAM
522
Oppenheimer Asset Management
New York
$492K +$56.4K +34 +14%
CNTOF
523
Canandaigua National Trust of Florida
New York
$489K +$470K +283 New
XT
524
XTX Topco
Cayman Islands
$485K -$1.03M -620 -69%
MP
525
Mangrove Partners
Connecticut
$485K +$466K +281 New