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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
601
Cadent Capital Advisors
Oklahoma
$402K -$8.1K -4 -2%
Vontobel Holding
602
Vontobel Holding
Switzerland
$402K
MWA
603
Mills Wealth Advisors
Texas
$400K -$122K -60 -24%
RCM
604
RMR Capital Management
California
$400K
MFG
605
Merit Financial Group
Georgia
$396K +$6.08K +3 +2%
MPWT
606
MassMutual Private Wealth & Trust
Connecticut
$396K -$105K -52 -22%
TIA
607
Traphagen Investment Advisors
New Jersey
$391K
FCP
608
Fidelis Capital Partners
Florida
$389K -$14.2K -7 -4%
APWM
609
Argonautica Private Wealth Management
Massachusetts
$387K -$22.3K -11 -6%
AWA
610
Aaron Wealth Advisors
Illinois
$385K +$140K +69 +63%
SFI
611
Siemens Fonds Invest
Germany
$385K -$288K -142 -45%
ACM
612
Aster Capital Management
United Arab Emirates
$383K +$273K +135 +314%
WWC
613
Waypoint Wealth Counsel
Georgia
$378K -$6.08K -3 -2%
LFAS
614
Level Four Advisory Services
Texas
$376K
HC
615
Hamilton Capital
Ohio
$376K +$355K +175 New
CAAS
616
Capital Asset Advisory Services
Michigan
$375K
CIA
617
Capital Investment Advisors
Georgia
$368K +$346K +171 New
HNB
618
Huntington National Bank
Ohio
$365K -$4.05K -2 -1%
IP
619
Isthmus Partners
Wisconsin
$365K -$28.4K -14 -8%
TAM
620
Tocqueville Asset Management
New York
$365K
FRA
621
Frank Rimerman Advisors
California
$365K +$8.1K +4 +2%
ASN
622
Advisory Services Network
Georgia
$361K +$54.7K +27 +19%
ECM
623
Evergreen Capital Management
Washington
$361K +$340K +168 New
MIA
624
MainStreet Investment Advisors
Illinois
$361K -$142K -70 -29%
S
625
SignatureFD
Georgia
$355K +$20.3K +10 +6%