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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
551
Daymark Wealth Partners
Ohio
$292K +$7.33K +5 +3%
Fifth Third Bancorp
552
Fifth Third Bancorp
Ohio
$292K +$30.8K +21 +12%
LIM
553
Leavell Investment Management
Alabama
$292K -$2.93K -2 -1%
AAS
554
Avantax Advisory Services
Texas
$291K -$8.8K -6 -3%
IPW
555
Inlet Private Wealth
Florida
$291K +$280K +191 New
UM
556
UniSuper Management
Australia
$289K +$132K +90 +90%
HAG
557
HighPoint Advisor Group
Illinois
$288K +$32.3K +22 +14%
HCM
558
Howland Capital Management
Massachusetts
$288K +$277K +189 New
TIA
559
Traphagen Investment Advisors
New Jersey
$286K
BTWM
560
Baker Tilly Wealth Management
Wisconsin
$286K +$2.93K +2 +1%
CWA
561
CM Wealth Advisors
Ohio
$286K +$260K +177 New
RCM
562
RMR Capital Management
California
$283K
CAAS
563
Capital Asset Advisory Services
Michigan
$278K +$270K +184 New
NA
564
NewEdge Advisors
Louisiana
$277K -$10.3K -7 -4%
C
565
Covestor
United Kingdom
$276K +$220K +150 +484%
NQWM
566
Northwest Quadrant Wealth Management
Oregon
$275K -$14.7K -10 -5%
SIM
567
Studio Investment Management
Illinois
$275K +$265K +181 New
EWM
568
Empirical Wealth Management
Washington
$269K -$7.33K -5 -3%
Axa
569
Axa
France
$266K -$5.87K -4 -2%
AIS
570
AM Investment Strategies
Tennessee
$266K +$257K +175 New
SCA
571
Snowden Capital Advisors
New York
$263K -$196K -134 -44%
ETIA
572
Epic Trust Investment Advisors
Washington
$263K +$16.1K +11 +7%
HHGC
573
Hunting Hill Global Capital
New York
$262K +$252K +172 New
TAM
574
Tocqueville Asset Management
New York
$260K
CANC
575
Culbertson A N & Co
Virginia
$259K +$249K +170 New