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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
576
Evercore Wealth Management
New York
$380K
TDC
577
Thompson Davis & Co
Virginia
$376K -$27.6K -15 -7%
EOJOAM
578
E. Ohman J:or Asset Management
Sweden
$374K
MA
579
MCF Advisors
Kentucky
$374K
PCM
580
Parsons Capital Management
Rhode Island
$374K
SC
581
Saybrook Capital
North Carolina
$374K
RBI
582
Raiffeisen Bank International
Austria
$373K +$370K +201 New
Vontobel Holding
583
Vontobel Holding
Switzerland
$372K +$366K +199 New
AC
584
Allstate Corporation
Illinois
$365K -$429K -233 -54%
HWA
585
Heartwood Wealth Advisors
Virginia
$363K -$1.84K -1 -0.5%
GWM
586
Geneos Wealth Management
Colorado
$363K +$215K +117 +152%
IP
587
Isthmus Partners
Wisconsin
$361K -$42.3K -23 -11%
CIA
588
Choate Investment Advisors
Massachusetts
$361K
FGWP
589
Founders Grove Wealth Partners
Virginia
$361K
ACG
590
Allen Capital Group
Nebraska
$359K +$25.8K +14 +8%
Kovitz Investment Group Partners
591
Kovitz Investment Group Partners
Illinois
$357K -$58.9K -32 -14%
JHCP
592
Jackson Hole Capital Partners
Oklahoma
$355K
SL
593
Salomon & Ludwin
Virginia
$355K
HCM
594
Howland Capital Management
Massachusetts
$353K
HTC
595
Haverford Trust Company
Pennsylvania
$353K -$193K -105 -36%
XT
596
XTX Topco
Cayman Islands
$353K -$169K -92 -33%
MW
597
Marcum Wealth
Ohio
$351K -$5.52K -3 -2%
QI
598
Qtron Investments
Massachusetts
$351K
EWA
599
EP Wealth Advisors
California
$351K +$18.4K +10 +6%
IWC
600
Integrated Wealth Concepts
Massachusetts
$348K -$140K -76 -29%