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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
601
Virtue Capital Management
Tennessee
$344K +$125K +68 +59%
OIA
602
OneDigital Investment Advisors
Kansas
$342K +$58.9K +32 +21%
GT
603
Glenmede Trust
Pennsylvania
$342K -$116K -63 -26%
CAAS
604
Capital Asset Advisory Services
Michigan
$342K -$3.68K -2 -1%
TIA
605
Traphagen Investment Advisors
New Jersey
$340K -$11K -6 -3%
TSS
606
Two Sigma Securities
New York
$335K -$407K -221 -55%
LFAS
607
Level Four Advisory Services
Texas
$331K -$12.9K -7 -4%
HC
608
Hamilton Capital
Ohio
$327K – – –
EH
609
Equitable Holdings
New York
$325K +$320K +174 New
AIM
610
Anchor Investment Management
South Carolina
$323K +$57K +31 +22%
HHGC
611
Hunting Hill Global Capital
New York
$322K – – –
Fifth Third Bancorp
612
Fifth Third Bancorp
Ohio
$320K -$1.84K -1 -0.6%
TAM
613
Tocqueville Asset Management
New York
$318K – – –
WWC
614
Waypoint Wealth Counsel
Georgia
$314K +$1.84K +1 +0.6%
II
615
Inspire Investing
Idaho
$314K -$1.2M -651 -79%
SS
616
Sunbelt Securities
Texas
$314K – – –
FCP
617
Fidelis Capital Partners
Florida
$314K -$14.7K -8 -4%
AFM
618
Armstrong Fleming & Moore
District of Columbia
$307K +$302K +164 New
SG
619
StoneX Group
New York
$305K +$53.4K +29 +22%
MFG
620
Merit Financial Group
Georgia
$305K +$66.2K +36 +28%
NRD
621
Nebula Research & Development
New York
$303K +$298K +162 New
JWM
622
JGP Wealth Management
Oregon
$301K +$296K +161 New
PP
623
Prudential plc
United Kingdom
$297K – – –
SAM
624
Smartleaf Asset Management
Massachusetts
$297K +$134K +73 +84%
C
625
Covestor
United Kingdom
$296K +$79.1K +43 +37%