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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
YCM
551
Yousif Capital Management
Michigan
$531K -$28.4K -14 -5%
VAG
552
VisionPoint Advisory Group
Texas
$529K -$4.05K -2 -0.8%
BRG
553
Bay Rivers Group
Virginia
$527K
BAM
554
Berkshire Asset Management
Pennsylvania
$514K -$2.03K -1 -0.4%
ECM
555
Elgethun Capital Management
South Dakota
$512K -$22.3K -11 -4%
DWM
556
Dakota Wealth Management
Florida
$509K -$38.5K -19 -7%
BTWM
557
Baker Tilly Wealth Management
Wisconsin
$501K -$48.6K -24 -9%
AIM
558
Anchor Investment Management
South Carolina
$499K
CAM
559
Cresset Asset Management
Illinois
$499K +$32.4K +16 +7%
PCM
560
Parsons Capital Management
Rhode Island
$497K +$62.8K +31 +16%
WP
561
Woodline Partners
California
$497K +$468K +231 New
CWA
562
Carolina Wealth Advisors
South Carolina
$494K
DA
563
Dover Advisors
Virginia
$490K -$10.1K -5 -2%
VI
564
Vestcor Inc
New Brunswick, Canada
$488K
GT
565
Greenleaf Trust
Michigan
$488K +$32.4K +16 +8%
HC
566
Hara Capital
Washington
$486K
UCFA
567
United Capital Financial Advisors
Texas
$484K +$128K +63 +39%
SBFM
568
S-Bank Fund Management
Finland
$479K -$113K -56 -20%
TCM
569
Tran Capital Management
California
$477K -$16.4M -8,076 -97%
UM
570
UniSuper Management
Australia
$473K
LCWP
571
Legacy Capital Wealth Partners
Arkansas
$469K -$24.3K -12 -5%
EPIME
572
Evelyn Partners Investment Management (Europe)
$469K
Robeco Institutional Asset Management
573
Robeco Institutional Asset Management
Netherlands
$466K -$535K -264 -55%
FFM
574
Forum Financial Management
Illinois
$464K
GJWM
575
Gilliland Jeter Wealth Management
Arkansas
$456K