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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
Prime Capital Investment Advisors
551
Prime Capital Investment Advisors
Kansas
$568K -$12.2K -6 -2%
AMBIA
552
Allen Mooney & Barnes Investment Advisors
Georgia
$568K – – –
Mount Yale Investment Advisors
553
Mount Yale Investment Advisors
Colorado
$568K +$60.9K +30 +11%
TC
554
TwinBeech Capital
New York
$563K +$302K +149 +103%
TIAA-CREF Individual & Institutional Services
555
TIAA-CREF Individual & Institutional Services
New York
$557K +$591K +291 New
IHT Wealth Management
556
IHT Wealth Management
Illinois
$547K +$6.09K +3 +1%
iA Global Asset Management
557
iA Global Asset Management
Quebec, Canada
$547K +$20.3K +10 +4%
AF
558
Advisornet Financial
Minnesota
$544K -$8.12K -4 -1%
MWM
559
Maridea Wealth Management
New York
$540K -$6.09K -3 -1%
COCM
560
Charter Oak Capital Management
New Hampshire
$538K – – –
Madison Asset Management
561
Madison Asset Management
Wisconsin
$534K – – –
Brooklyn Investment Group
562
Brooklyn Investment Group
New York
$530K +$562K +277 New
IP
563
Intellectus Partners
California
$530K +$2.03K +1 +0.4%
MPW
564
Magnolia Private Wealth
Pennsylvania
$528K +$2.03K +1 +0.4%
Simplex Trading
565
Simplex Trading
Illinois
$524K -$743K -366 -57%
World Investment Advisors
566
World Investment Advisors
California
$522K +$2.03K +1 +0.4%
LIM
567
Leavell Investment Management
Alabama
$521K – – –
BP
568
BBR Partners
New York
$521K +$552K +272 New
GWANC
569
Guardian Wealth Advisors (North Carolina)
North Carolina
$519K +$22.3K +11 +4%
HCM
570
Hengehold Capital Management
Ohio
$517K -$79.1K -39 -13%
NB
571
NBT Bank
New York
$517K – – –
Yousif Capital Management
572
Yousif Capital Management
Michigan
$509K +$18.3K +9 +4%
Evergreen Capital Management
573
Evergreen Capital Management
Washington
$505K +$195K +96 +57%
TW
574
TritonPoint Wealth
Maryland
$501K – – –
Fisher Asset Management
575
Fisher Asset Management
Washington
$492K +$250K +123 +92%