We are live on ! Find out more
MKL icon

Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
MM
551
MQS Management
New York
$359K +$358K +229 New
FNBT
552
FineMark National Bank & Trust
Florida
$356K -$12.5K -8 -3%
IFG
553
Independent Financial Group
California
$351K -$1.56K -1 -0.4%
IWM
554
IHT Wealth Management
Illinois
$350K +$3.13K +2 +0.9%
LCWP
555
Legacy Capital Wealth Partners
Arkansas
$345K +$40.7K +26 +13%
DWP
556
Daymark Wealth Partners
Ohio
$340K +$7.83K +5 +2%
FFM
557
Forum Financial Management
Illinois
$339K +$9.39K +6 +3%
IP
558
Isthmus Partners
Wisconsin
$339K
ACA
559
Aptus Capital Advisors
Alabama
$339K +$25K +16 +8%
TDC
560
Thompson Davis & Co
Virginia
$339K +$31.3K +20 +10%
AC
561
Avestar Capital
New York
$334K -$1.56K -1 -0.5%
VNIM
562
Vaughan Nelson Investment Management
Texas
$333K +$332K +212 New
MF
563
Manchester Financial
California
$333K -$14.1K -9 -4%
CCAM
564
Cascades Capital Asset Management
North Carolina
$331K +$330K +211 New
IC
565
IEQ Capital
California
$331K +$330K +211 New
PCM
566
Parsons Capital Management
Rhode Island
$329K
GT
567
Greenleaf Trust
Michigan
$323K +$23.5K +15 +8%
ECM
568
Evergreen Capital Management
Washington
$318K -$4.7K -3 -1%
EWM
569
Evercore Wealth Management
New York
$318K -$9.39K -6 -3%
BAMF
570
BI Asset Management Fondsmaeglerselskab
Denmark
$317K +$316K +202 New
Lido Advisors
571
Lido Advisors
California
$311K +$9.39K +6 +3%
Fifth Third Bancorp
572
Fifth Third Bancorp
Ohio
$309K +$40.7K +26 +15%
SIM
573
Studio Investment Management
Illinois
$307K +$26.6K +17 +9%
MWA
574
Mills Wealth Advisors
Texas
$307K +$307K +196 New
BTI
575
Blue Trust Inc
Georgia
$307K +$135K +86 +79%