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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
501
Marks Group Wealth Management
Minnesota
$565K -$16.6K -9 -3%
Jones Financial Companies
502
Jones Financial Companies
Missouri
$562K +$90.1K +49 +19%
OGC
503
Oak Grove Capital
New Hampshire
$561K -$184K -100 -25%
NA
504
NewEdge Advisors
Louisiana
$561K
AAS
505
Avantax Advisory Services
Texas
$559K
JG
506
Jain Global
New York
$557K +$548K +298 New
ECM
507
Elgethun Capital Management
South Dakota
$555K -$16.6K -9 -3%
CC
508
Centiva Capital
New York
$553K +$545K +296 New
SFI
509
Siemens Fonds Invest
Germany
$548K -$421K -229 -44%
GWANC
510
Guardian Wealth Advisors (North Carolina)
North Carolina
$538K
MPWT
511
MassMutual Private Wealth & Trust
Connecticut
$538K
FNBT
512
FineMark National Bank & Trust
Florida
$537K +$110K +60 +26%
YIH
513
Y-Intercept (HK)
Hong Kong
$537K +$528K +287 New
MAM
514
Madison Asset Management
Wisconsin
$534K
NB
515
NBT Bank
New York
$531K -$9.2K -5 -2%
OAM
516
Oppenheimer Asset Management
New York
$529K -$3.68K -2 -0.7%
YCM
517
Yousif Capital Management
Michigan
$529K +$16.6K +9 +3%
HI
518
Harbour Investments
Wisconsin
$520K +$500K +272 +4,533%
TIAA Trust, National Association
519
TIAA Trust, National Association
North Carolina
$518K +$510K +277 New
WANY
520
Wealthspire Advisors (New York)
New York
$516K +$18.4K +10 +4%
GIC
521
Generali Investments CEE
Czech Republic
$514K
CCA
522
Cadent Capital Advisors
Oklahoma
$503K
SCM
523
Sebold Capital Management
Illinois
$503K +$44.2K +24 +10%
LIM
524
Leavell Investment Management
Alabama
$501K
BTWM
525
Baker Tilly Wealth Management
Wisconsin
$499K +$5.52K +3 +1%