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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
526
Baker Tilly Wealth Management
Wisconsin
$362K -$1.16M -794 -76%
CPW
527
Crestmont Private Wealth
Texas
$362K -$104K -71 -22%
FCBT
528
First Citizens Bank & Trust
North Carolina
$356K -$61.5K -42 -15%
FNBT
529
FineMark National Bank & Trust
Florida
$353K
VI
530
Vestcor Inc
New Brunswick, Canada
$352K -$117K -80 -25%
BFM
531
Boothbay Fund Management
New York
$350K +$348K +238 New
EWM
532
Empirical Wealth Management
Washington
$346K +$87.8K +60 +34%
RWM
533
Ritholtz Wealth Management
New York
$343K +$341K +233 New
WA
534
Wambolt & Associates
Colorado
$339K -$19K -13 -5%
AA
535
ALPS Advisors
Colorado
$339K +$337K +230 New
IPW
536
Invictus Private Wealth
Colorado
$337K -$1.46K -1 -0.4%
VWM
537
Venturi Wealth Management
Texas
$334K +$293K +200 +741%
AAS
538
Avantax Advisory Services
Texas
$334K +$26.3K +18 +9%
KIC
539
Keating Investment Counselors
Florida
$331K -$89.3K -61 -21%
AF
540
Advisornet Financial
Minnesota
$327K
IWM
541
IHT Wealth Management
Illinois
$327K +$1.46K +1 +0.5%
LFA
542
LGT Financial Advisors
Texas
$324K -$5.86K -4 -2%
TIA
543
Traphagen Investment Advisors
New Jersey
$317K -$1.46K -1 -0.5%
SP
544
Symmetry Partners
Connecticut
$314K -$54.2K -37 -15%
SC
545
Sonen Capital
California
$312K
Lido Advisors
546
Lido Advisors
California
$312K +$24.9K +17 +9%
WWC
547
Waypoint Wealth Counsel
Georgia
$311K -$46.8K -32 -13%
PCM
548
Parsons Capital Management
Rhode Island
$309K
SGI
549
Summit Global Investments
Utah
$308K -$4.39K -3 -1%
FFM
550
Forum Financial Management
Illinois
$308K