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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
RAG
551
RIA Advisory Group
Iowa
$273K +$2.61M +1,841 New
NQWM
552
Northwest Quadrant Wealth Management
Oregon
$271K
LW
553
Linscomb Wealth
Texas
$269K -$96.5K -68 -26%
NA
554
NewEdge Advisors
Louisiana
$268K -$209K -147 -44%
GT
555
Greenleaf Trust
Michigan
$268K -$2.84K -2 -1%
TIA
556
Traphagen Investment Advisors
New Jersey
$267K -$38.3K -27 -13%
DWP
557
Daymark Wealth Partners
Ohio
$266K
IIC
558
Ironwood Investment Counsel
Arizona
$264K -$128K -90 -33%
BTWM
559
Baker Tilly Wealth Management
Wisconsin
$264K -$85.1K -60 -24%
RCM
560
RMR Capital Management
California
$264K +$264K +186 New
SI
561
Stephens Inc
Arkansas
$261K -$29.8K -21 -10%
BFG
562
Bleakley Financial Group
New Jersey
$261K +$31.2K +22 +14%
SS
563
Simplicity Solutions
Minnesota
$261K +$31.2K +22 +14%
EWM
564
Empirical Wealth Management
Washington
$258K -$75.2K -53 -23%
Axa
565
Axa
France
$254K +$4.26K +3 +2%
FCP
566
Fidelis Capital Partners
Florida
$253K +$36.9K +26 +17%
PE
567
Point72 Europe
United Kingdom
$253K +$253K +178 New
Fifth Third Bancorp
568
Fifth Third Bancorp
Ohio
$243K -$14.2K -10 -6%
TAM
569
Tocqueville Asset Management
New York
$243K +$1.42K +1 +0.6%
CIAS
570
Capital Investment Advisory Services
North Carolina
$241K
SW
571
SVB Wealth
Massachusetts
$240K +$44K +31 +22%
SRL
572
Scientech Research LLC
New Jersey
$239K +$238K +168 New
CCG
573
Cypress Capital Group
Florida
$239K -$41.1K -29 -15%
ACA
574
Aptus Capital Advisors
Alabama
$237K -$9.93K -7 -4%
EIA
575
Edgemoor Investment Advisors
Maryland
$236K -$18.4K -13 -7%