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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
551
MassMutual Private Wealth & Trust
Connecticut
$451K -$41.2K -21 -8%
DA
552
Dover Advisors
Virginia
$445K -$11.8K -6 -3%
APW
553
Acima Private Wealth
Virginia
$443K – – –
AIM
554
Anchor Investment Management
South Carolina
$443K +$19.6K +10 +5%
FIA
555
Foundations Investment Advisors
Arizona
$443K +$455K +232 New
CWA
556
Carolina Wealth Advisors
South Carolina
$440K – – –
LCWP
557
Legacy Capital Wealth Partners
Arkansas
$440K – – –
O
558
Ossiam
France
$436K -$60.8K -31 -12%
VI
559
Vestcor Inc
New Brunswick, Canada
$434K -$100K -51 -18%
HC
560
Hara Capital
Washington
$432K -$29.4K -15 -6%
UM
561
UniSuper Management
Australia
$420K – – –
VT
562
Vise Technologies
New York
$419K -$9.8K -5 -2%
BBHC
563
Brown Brothers Harriman & Co
New York
$419K +$208K +106 +94%
EPIME
564
Evelyn Partners Investment Management (Europe)
$417K – – –
OWA
565
One Wealth Advisors
California
$413K -$43.1K -22 -9%
CAM
566
Cresset Asset Management
Illinois
$413K – – –
FFM
567
Forum Financial Management
Illinois
$413K – – –
GJWM
568
Gilliland Jeter Wealth Management
Arkansas
$405K – – –
FPAS
569
Focus Partners Advisor Solutions
Missouri
$404K +$108K +55 +37%
CCAM
570
Cascades Capital Asset Management
North Carolina
$403K – – –
GT
571
Greenleaf Trust
Michigan
$403K +$33.3K +17 +9%
SIM
572
Studio Investment Management
Illinois
$401K +$21.6K +11 +6%
SI
573
Stephens Inc
Arkansas
$398K -$7.84K -4 -2%
SL
574
Salomon & Ludwin
Virginia
$396K -$21.6K -11 -5%
MFAM
575
Motley Fool Asset Management
Virginia
$396K +$1.96K +1 +0.5%
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