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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
526
Creative Financial Designs
Indiana
$100K -$1.22K -1 -1%
S
527
SignatureFD
Georgia
$90K +$11K +9 +12%
C
528
Covestor
United Kingdom
$90K +$89.1K +73 +730%
CCM
529
Cribstone Capital Management
Maine
$87K
AG
530
AIA Group
Hong Kong
$83K -$40.3K -33 -30%
Carson Wealth (CWM LLC)
531
Carson Wealth (CWM LLC)
Nebraska
$80K -$72K -59 -44%
TWM
532
Tradition Wealth Management
Minnesota
$80K +$61K +50 +208%
JEST
533
JTC Employer Solutions Trustee
Jersey
$76K
HI
534
Harbour Investments
Wisconsin
$75K
T
535
TOBAM
France
$73K
QT
536
Quantbot Technologies
New York
$69K +$78.1K +64 New
GWS
537
Glassman Wealth Services
Virginia
$68K -$1.22K -1 -2%
PCM
538
Penserra Capital Management
California
$68K
AFS
539
Annapolis Financial Services
Maryland
$65K
SWM
540
Spire Wealth Management
Virginia
$62K -$231K -189 -77%
BFEC
541
Benjamin F. Edwards & Company
Missouri
$62K
PTC
542
Private Trust Company
Ohio
$62K
CAL
543
Capital Analysts LLC
Pennsylvania
$62K +$4.88K +4 +8%
SC
544
SouthState Corp
Florida
$61K -$12.2K -10 -15%
QC
545
Quent Capital
New York
$59K
TWC
546
TD Waterhouse Canada
Ontario, Canada
$58.6K
QCG
547
Quadrant Capital Group
Ohio
$56K -$8.54K -7 -12%
BC
548
Barrett & Company
Rhode Island
$55.3K +$51.2K +42 New
HCM
549
Highlander Capital Management
New Jersey
$54K
PWMG
550
Prestige Wealth Management Group
New Jersey
$54K