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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
601
EP Wealth Advisors
California
$271K +$29.7K +19 +12%
FTDI
602
First Trust Direct Indexing
Massachusetts
$271K +$271K +173 New
HC
603
Hamilton Capital
Ohio
$270K +$274K +175 New
HHGC
604
Hunting Hill Global Capital
New York
$270K
SS
605
Sunbelt Securities
Texas
$270K +$29.7K +19 +12%
TAM
606
Tocqueville Asset Management
New York
$268K
AT
607
American Trust
Kentucky
$265K -$11K -7 -4%
PAS
608
Park Avenue Securities
New York
$265K -$121K -77 -31%
WWC
609
Waypoint Wealth Counsel
Georgia
$262K +$1.56K +1 +0.6%
DCM
610
Dimension Capital Management
Florida
$254K
WANY
611
Wealthspire Advisors (New York)
New York
$254K +$53.2K +34 +27%
LWM
612
Lodestone Wealth Management
Washington
$253K -$169K -108 -40%
NQWM
613
Northwest Quadrant Wealth Management
Oregon
$253K -$31.3K -20 -11%
PP
614
Prudential plc
United Kingdom
$249K -$906K -579 -78%
ET
615
Equitable Trust
Tennessee
$246K -$76.7K -49 -24%
BBNA
616
Bremer Bank National Association
Minnesota
$243K
EIA
617
Edgemoor Investment Advisors
Maryland
$242K
HNB
618
Huntington National Bank
Ohio
$237K +$18.8K +12 +9%
OP
619
ORG Partners
Indiana
$235K -$53.2K -34 -18%
C
620
Covestor
United Kingdom
$235K +$1.56K +1 +0.7%
YIH
621
Y-Intercept (HK)
Hong Kong
$232K -$2.02M -1,288 -90%
VCM
622
Virtue Capital Management
Tennessee
$232K -$23.5K -15 -9%
Kovitz Investment Group Partners
623
Kovitz Investment Group Partners
Illinois
$231K +$277K +177 New
RIP
624
RAM Investment Partners
Washington
$231K -$1.56K -1 -0.7%
OIA
625
OneDigital Investment Advisors
Kansas
$231K +$7.83K +5 +4%