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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
601
Hengehold Capital Management
Ohio
$412K -$110K -59 -22%
CCAM
602
Cascades Capital Asset Management
North Carolina
$412K – – –
SIM
603
Studio Investment Management
Illinois
$410K – – –
TG
604
TCW Group
California
$406K +$20.5K +11 +6%
BJL
605
Brighton Jones LLC
Washington
$398K +$65.4K +35 +21%
EWM
606
Evercore Wealth Management
New York
$396K – – –
MIM
607
MetLife Investment Management
New Jersey
$395K -$220K -118 -37%
PCIA
608
Prime Capital Investment Advisors
Kansas
$395K -$177K -95 -32%
HCA
609
Harbor Capital Advisors
Illinois
$393K – – –
BRG
610
Bay Rivers Group
Virginia
$391K -$46.7K -25 -11%
BCM
611
Bourgeon Capital Management
Connecticut
$391K – – –
CCM
612
Canal Capital Management
Virginia
$391K – – –
CLA
613
Carnegie Lake Advisors
New Jersey
$391K – – –
LFAS
614
Level Four Advisory Services
Texas
$391K +$20.5K +11 +6%
FCM
615
Fieldview Capital Management
Michigan
$387K -$1.93M -1,032 -84%
ACM
616
Aster Capital Management
United Arab Emirates
$381K +$332K +178 +1,047%
BTWM
617
Baker Tilly Wealth Management
Wisconsin
$379K -$31.7K -17 -8%
FGWP
618
Founders Grove Wealth Partners
Virginia
$377K – – –
CIA
619
Choate Investment Advisors
Massachusetts
$375K – – –
WWM
620
Western Wealth Management
Colorado
$373K -$14.9K -8 -4%
FAL
621
Focused Alpha LLC
Colorado
$373K +$357K +191 New
MFAM
622
Motley Fool Asset Management
Virginia
$371K -$16.8K -9 -5%
HCM
623
Howland Capital Management
Massachusetts
$371K +$1.87K +1 +0.5%
SL
624
Salomon & Ludwin
Virginia
$368K -$1.87K -1 -0.5%
OWA
625
One Wealth Advisors
California
$367K – – –
23 24
25
26 27