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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
601
RMR Capital Management
California
$348K
VCM
602
Virtue Capital Management
Tennessee
$344K +$125K +68 +59%
OIA
603
OneDigital Investment Advisors
Kansas
$342K +$58.9K +32 +21%
GT
604
Glenmede Trust
Pennsylvania
$342K -$116K -63 -26%
CAAS
605
Capital Asset Advisory Services
Michigan
$342K -$3.68K -2 -1%
TIA
606
Traphagen Investment Advisors
New Jersey
$340K -$11K -6 -3%
TSS
607
Two Sigma Securities
New York
$335K -$407K -221 -55%
LFAS
608
Level Four Advisory Services
Texas
$331K -$12.9K -7 -4%
HC
609
Hamilton Capital
Ohio
$327K
EH
610
Equitable Holdings
New York
$325K +$320K +174 New
AIM
611
Anchor Investment Management
South Carolina
$323K +$57K +31 +22%
HHGC
612
Hunting Hill Global Capital
New York
$322K
Fifth Third Bancorp
613
Fifth Third Bancorp
Ohio
$320K -$1.84K -1 -0.6%
TAM
614
Tocqueville Asset Management
New York
$318K
WWC
615
Waypoint Wealth Counsel
Georgia
$314K +$1.84K +1 +0.6%
II
616
Inspire Investing
Idaho
$314K -$1.2M -651 -79%
SS
617
Sunbelt Securities
Texas
$314K
FCP
618
Fidelis Capital Partners
Florida
$314K -$14.7K -8 -4%
AFM
619
Armstrong Fleming & Moore
District of Columbia
$307K +$302K +164 New
SG
620
StoneX Group
New York
$305K +$53.4K +29 +22%
MFG
621
Merit Financial Group
Georgia
$305K +$66.2K +36 +28%
NRD
622
Nebula Research & Development
New York
$303K +$298K +162 New
JWM
623
JGP Wealth Management
Oregon
$301K +$296K +161 New
PP
624
Prudential plc
United Kingdom
$297K
SAM
625
Smartleaf Asset Management
Massachusetts
$297K +$134K +73 +84%