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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
526
Cypress Capital Group
Florida
$267K -$5.36K -4 -2%
LIM
527
Leavell Investment Management
Alabama
$266K
NQWM
528
Northwest Quadrant Wealth Management
Oregon
$264K
HCM
529
Howland Capital Management
Massachusetts
$261K
FANJ
530
Financial Architects (New Jersey)
New Jersey
$257K +$249K +186 New
ET
531
Equitable Trust
Tennessee
$255K
SSA
532
Schonfeld Strategic Advisors
New York
$255K +$247K +184 New
HWA
533
Heartwood Wealth Advisors
Virginia
$253K +$22.8K +17 +10%
DWP
534
Daymark Wealth Partners
Ohio
$252K +$244K +182 New
LCM
535
Laurion Capital Management
New York
$252K +$244K +182 New
Fifth Third Bancorp
536
Fifth Third Bancorp
Ohio
$250K +$17.4K +13 +8%
EIA
537
Edgemoor Investment Advisors
Maryland
$248K
TTWM
538
TCV Trust & Wealth Management
Virginia
$248K
Axa
539
Axa
France
$246K +$239K +178 New
PPWM
540
Paragon Private Wealth Management
Kentucky
$242K -$255K -190 -52%
EWM
541
Empirical Wealth Management
Washington
$242K -$135K -101 -37%
FMAEN1
542
Fund Management at Engine No 1
California
$241K +$14.8K +11 +7%
KI
543
Kapitalo Investimentos
Brazil
$241K +$233K +174 New
TI
544
Tidal Investments
Wisconsin
$239K +$17.4K +13 +8%
FCP
545
Fidelis Capital Partners
Florida
$238K +$231K +172 New
CWA
546
CM Wealth Advisors
Ohio
$236K -$1.92M -1,432 -90%
CIAS
547
Capital Investment Advisory Services
North Carolina
$235K
TAM
548
Tocqueville Asset Management
New York
$235K
SOW
549
State of Wyoming
Wyoming
$232K +$216K +161 +2,300%
ETIA
550
Epic Trust Investment Advisors
Washington
$230K -$57.7K -43 -21%