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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
626
One Wealth Advisors
California
$367K – – –
Vontobel Holding
627
Vontobel Holding
Switzerland
$365K – – –
MWA
628
Mills Wealth Advisors
Texas
$363K -$1.87K -1 -0.5%
RCM
629
RMR Capital Management
California
$363K – – –
GT
630
Glenmede Trust
Pennsylvania
$363K -$11.2K -6 -3%
HC
631
Hara Capital
Washington
$359K – – –
GWM
632
Geneos Wealth Management
Colorado
$359K +$33.6K +18 +11%
TIA
633
Traphagen Investment Advisors
New Jersey
$355K – – –
APW
634
Acima Private Wealth
Virginia
$352K -$28K -15 -8%
MF
635
Manchester Financial
California
$352K -$7.47K -4 -2%
APWM
636
Argonautica Private Wealth Management
Massachusetts
$350K – – –
SFI
637
Siemens Fonds Invest
Germany
$350K +$3.73K +2 +1%
ASN
638
Advisory Services Network
Georgia
$348K -$1.87K -1 -0.6%
HNB
639
Huntington National Bank
Ohio
$346K -$26.1K -14 -7%
CAAS
640
Capital Asset Advisory Services
Michigan
$344K – – –
APFP
641
Action Point Financial Planning
Michigan
$344K +$329K +176 New
HC
642
Hamilton Capital
Ohio
$342K – – –
AWA
643
Aaron Wealth Advisors
Illinois
$340K +$9.34K +5 +3%
CAG
644
Cypress Advisory Group
Arizona
$340K +$103K +55 +46%
CAM
645
Cobblestone Asset Management
Virginia
$336K +$321K +172 New
IP
646
Isthmus Partners
Wisconsin
$332K – – –
TAM
647
Tocqueville Asset Management
New York
$332K – – –
RS
648
R Squared
Hong Kong
$332K +$317K +170 New
FCP
649
Fidelis Capital Partners
Florida
$320K +$29.9K +16 +11%
MM
650
MQS Management
New York
$318K -$321K -172 -51%