We are live on ! Find out more
MKL icon

Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
526
LGT Financial Advisors
Texas
$335K -$33.7K -23 -9%
IWM
527
IHT Wealth Management
Illinois
$335K +$7.33K +5 +2%
O
528
Ossiam
France
$332K -$122K -83 -28%
IP
529
Isthmus Partners
Wisconsin
$329K +$317K +216 New
Carson Wealth (CWM LLC)
530
Carson Wealth (CWM LLC)
Nebraska
$326K +$83.6K +57 +36%
SP
531
Symmetry Partners
Connecticut
$324K
PCM
532
Parsons Capital Management
Rhode Island
$320K
FFM
533
Forum Financial Management
Illinois
$318K
ET
534
Equitable Trust
Tennessee
$318K +$13.2K +9 +5%
EWM
535
Evercore Wealth Management
New York
$318K +$306K +209 New
MCM
536
Manchester Capital Management
Vermont
$316K
I
537
InceptionR
California
$316K +$305K +208 New
RIP
538
RAM Investment Partners
Washington
$316K +$305K +208 New
ECM
539
Evergreen Capital Management
Washington
$313K +$13.2K +9 +5%
DWM
540
Dakota Wealth Management
Florida
$313K -$136K -93 -31%
IPW
541
Invictus Private Wealth
Colorado
$312K -$27.9K -19 -8%
MFAM
542
Motley Fool Asset Management
Virginia
$309K -$8.41M -5,734 -97%
MFS
543
Mirabella Financial Services
United Kingdom
$309K +$70.4K +48 +31%
FCP
544
Fidelis Capital Partners
Florida
$304K +$32.3K +22 +12%
ACA
545
Aptus Capital Advisors
Alabama
$304K +$48.4K +33 +20%
BAMF
546
BI Asset Management Fondsmaeglerselskab
Denmark
$297K -$252K -172 -47%
SWP
547
Stratos Wealth Partners
Ohio
$297K +$54.3K +37 +23%
HWA
548
Heartwood Wealth Advisors
Virginia
$295K
CAM
549
Cresset Asset Management
Illinois
$294K -$336K -229 -54%
GT
550
Greenleaf Trust
Michigan
$292K +$4.4K +3 +2%