We are live on ! Find out more
MKL icon

Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
601
Avior Wealth Management
Nebraska
$34.5K – – –
PFBT
602
Parkside Financial Bank & Trust
Missouri
$31.9K -$7.97K -6 -19%
CA
603
Clearstead Advisors
Ohio
$31.9K +$33.2K +25 New
BAM
604
Belpointe Asset Management
Nevada
$31.9K +$2.66K +2 +9%
GRP
605
Global Retirement Partners
California
$30.9K +$1.33K +1 +5%
DMBA
606
Deseret Mutual Benefit Administrators
Utah
$30.7K – – –
DAM
607
Delta Asset Management
Tennessee
$28.1K – – –
FHA
608
First Horizon Advisors
Tennessee
$28.1K – – –
CHC
609
City Holding Co
West Virginia
$27.2K – – –
WP
610
WealthPLAN Partners
Nebraska
$25.5K -$339K -255 -93%
JWA
611
JFS Wealth Advisors
Pennsylvania
$21.7K – – –
DWA
612
Dougherty Wealth Advisers
Minnesota
$20.4K -$19.9K -15 -48%
HS
613
Horan Securities
United States
$20.4K – – –
IRC
614
Investors Research Corp
Georgia
$20.4K – – –
POIA
615
Pin Oak Investment Advisors
Texas
$20K – – –
AssetMark Inc
616
AssetMark Inc
California
$19.2K – – –
SIS
617
Strategic Investment Solutions
Illinois
$19.2K +$19.9K +15 New
BAMF
618
BI Asset Management Fondsmaeglerselskab
Denmark
$18K -$23.9K -18 -56%
CP
619
Castleview Partners
Texas
$16.6K – – –
VNA
620
Valley National Advisers
Pennsylvania
$16K – – –
SN
621
Sittner & Nelson
Oregon
$15.3K – – –
Bessemer Group
622
Bessemer Group
New Jersey
$15K +$9.3K +7 +140%
RTC
623
Riverview Trust Company
Washington
$14.1K – – –
ADL
624
Asset Dedication LLC
California
$14K – – –
CAL
625
Capital Advisors Ltd
Ohio
$13K – – –