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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
526
Petrus Trust Company
Texas
$218K +$227K +171 New
CIAS
527
Capital Investment Advisory Services
North Carolina
$217K
TAM
528
Tocqueville Asset Management
New York
$217K
Fifth Third Bancorp
529
Fifth Third Bancorp
Ohio
$215K -$65.1K -49 -23%
B
530
Bridgeworth
Alabama
$212K +$221K +166 New
HWA
531
Heartwood Wealth Advisors
Virginia
$212K +$221K +166 New
LFAS
532
Level Four Advisory Services
Texas
$212K +$221K +166 New
PCP
533
Proficio Capital Partners
Massachusetts
$211K +$1.33K +1 +0.6%
FMAEN1
534
Fund Management at Engine No 1
California
$208K +$217K +163 New
NHC
535
Nicholas Hoffman & Company
Georgia
$208K +$217K +163 New
Credit Agricole
536
Credit Agricole
France
$207K
DCM
537
Dimension Capital Management
Florida
$207K
CT
538
Colonial Trust
South Carolina
$207K +$133K +100 +161%
MM
539
MQS Management
New York
$207K +$215K +162 New
MW
540
Marcum Wealth
Ohio
$204K -$3.98K -3 -2%
TI
541
Tidal Investments
Wisconsin
$204K +$213K +160 New
AF
542
Allworth Financial
California
$203K
SPIA
543
Steward Partners Investment Advisory
New York
$203K +$51.8K +39 +33%
WFG
544
Wills Financial Group
Virginia
$201K
ST
545
Somerset Trust
Pennsylvania
$201K +$5.31K +4 +3%
AP
546
Arlington Partners
Alabama
$195K +$15.9K +12 +9%
AIG
547
American International Group
New York
$192K -$3.98K -3 -2%
S
548
SignatureFD
Georgia
$184K +$35.9K +27 +23%
AG
549
AIA Group
Hong Kong
$179K -$29.2K -22 -14%
PAIM
550
Punch & Associates Investment Management
Minnesota
$175K +$182K +137 New