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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
JHCP
601
Jackson Hole Capital Partners
Oklahoma
$328K – – –
HCM
602
Howland Capital Management
Massachusetts
$326K – – –
MFAM
603
Motley Fool Asset Management
Virginia
$326K +$19.9K +12 +7%
QI
604
Qtron Investments
Massachusetts
$325K – – –
TIA
605
Traphagen Investment Advisors
New Jersey
$325K – – –
RCM
606
RMR Capital Management
California
$321K – – –
LFAS
607
Level Four Advisory Services
Texas
$318K – – –
CAAS
608
Capital Asset Advisory Services
Michigan
$315K – – –
ATI
609
Act Two Investors
California
$314K – – –
EWA
610
EP Wealth Advisors
California
$307K +$8.3K +5 +3%
ACG
611
Allen Capital Group
Nebraska
$307K +$295K +178 New
HC
612
Hamilton Capital
Ohio
$302K – – –
PCG
613
Prosperity Consulting Group
Maryland
$300K – – –
Fifth Third Bancorp
614
Fifth Third Bancorp
Ohio
$297K -$41.5K -25 -13%
WWM
615
Western Wealth Management
Colorado
$297K -$13.3K -8 -4%
HHGC
616
Hunting Hill Global Capital
New York
$297K – – –
AT
617
American Trust
Kentucky
$297K +$4.98K +3 +2%
TAM
618
Tocqueville Asset Management
New York
$293K -$1.66K -1 -0.6%
SS
619
Sunbelt Securities
Texas
$290K -$6.64K -4 -2%
WWC
620
Waypoint Wealth Counsel
Georgia
$288K – – –
GPW
621
Genesis Private Wealth
Virginia
$288K +$277K +167 New
LWM
622
Lodestone Wealth Management
Washington
$277K -$1.66K -1 -0.6%
PP
623
Prudential plc
United Kingdom
$274K – – –
CCM
624
Coldstream Capital Management
Washington
$273K -$191K -115 -42%
SCA
625
Snowden Capital Advisors
New York
$273K -$29.9K -18 -10%