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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
O
526
Ossiam
France
$517K
MPWT
527
MassMutual Private Wealth & Trust
Connecticut
$513K -$58.1K -31 -11%
DWM
528
Dakota Wealth Management
Florida
$511K -$1.88K -1 -0.4%
BTWM
529
Baker Tilly Wealth Management
Wisconsin
$511K -$20.6K -11 -4%
FFM
530
Flagstone Financial Management
Nebraska
$507K
JFG
531
Jefferies Financial Group
New York
$505K +$474K +253 New
ACG
532
Allen Capital Group
Nebraska
$503K +$113K +60 +31%
CIBC Private Wealth Group
533
CIBC Private Wealth Group
Georgia
$499K -$46.9K -25 -9%
TNBTD
534
Trustmark National Bank Trust Department
Mississippi
$499K
CLA
535
Carnegie Lake Advisors
New Jersey
$499K
NFGCM
536
Norman Fields Gottscho Capital Management
New York
$499K
QI
537
Qtron Investments
Massachusetts
$497K +$114K +61 +32%
EWM
538
Empirical Wealth Management
Washington
$495K -$111K -59 -19%
AMBIA
539
Allen Mooney & Barnes Investment Advisors
Georgia
$493K +$46.9K +25 +11%
MWA
540
Mills Wealth Advisors
Texas
$491K +$1.88K +1 +0.4%
BRG
541
Bay Rivers Group
Virginia
$489K -$18.8K -10 -4%
HC
542
Hara Capital
Washington
$481K
TSWM
543
Tyler-Stone Wealth Management
Ohio
$479K +$450K +240 New
DA
544
Dover Advisors
Virginia
$477K -$11.3K -6 -2%
OWA
545
One Wealth Advisors
California
$475K
APW
546
Acima Private Wealth
Virginia
$463K -$37.5K -20 -8%
BMCM
547
Burns Matteson Capital Management
New York
$463K -$16.9K -9 -4%
Arrowstreet Capital
548
Arrowstreet Capital
Massachusetts
$463K +$435K +232 New
CWA
549
Carolina Wealth Advisors
South Carolina
$459K
LCWP
550
Legacy Capital Wealth Partners
Arkansas
$459K +$7.5K +4 +2%