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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
526
OneDigital Investment Advisors
Kansas
$670K +$41.1K +22 +7%
PP
527
Prudential plc
United Kingdom
$662K – – –
MYIA
528
Mount Yale Investment Advisors
Colorado
$660K +$76.6K +41 +14%
SO
529
STRS Ohio
Ohio
$652K +$67.2K +36 +12%
MGWM
530
Marks Group Wealth Management
Minnesota
$650K -$35.5K -19 -5%
WANY
531
Wealthspire Advisors (New York)
New York
$641K +$196K +105 +47%
WAG
532
Winthrop Advisory Group
Massachusetts
$639K – – –
KRSITF
533
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$637K -$3.73K -2 -0.6%
GIC
534
Generali Investments CEE
Czech Republic
$635K – – –
BIA
535
Beacon Investment Advisors
Maryland
$630K -$1.87K -1 -0.3%
EWM
536
Empirical Wealth Management
Washington
$621K +$11.2K +6 +2%
IIM
537
Ironwood Investment Management
Massachusetts
$615K +$237K +127 +68%
PCM
538
Parsons Capital Management
Rhode Island
$611K +$131K +70 +29%
AIS
539
AM Investment Strategies
Tennessee
$603K +$577K +309 New
LNWTC
540
Laird Norton Wetherby Trust Company
Washington
$600K -$220K -118 -28%
BFM
541
Boothbay Fund Management
New York
$598K -$235K -126 -29%
VIA
542
Victrix Investment Advisors
Florida
$598K -$7.47K -4 -1%
GWANC
543
Guardian Wealth Advisors (North Carolina)
North Carolina
$590K +$57.9K +31 +11%
VCA
544
Verdence Capital Advisors
Maryland
$586K -$18.7K -10 -3%
VT
545
Vise Technologies
New York
$556K -$67.2K -36 -11%
TCIIS
546
TIAA-CREF Individual & Institutional Services
New York
$555K -$13.1K -7 -2%
N
547
Natixis
France
$553K -$723K -387 -58%
AMBIA
548
Allen Mooney & Barnes Investment Advisors
Georgia
$551K -$28K -15 -5%
MWM
549
Maridea Wealth Management
New York
$551K – – –
FFM
550
Flagstone Financial Management
Nebraska
$551K +$52.3K +28 +11%
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