We are live on ! Find out more
MKL icon

Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
626
Vontobel Holding
Switzerland
$365K
MWA
627
Mills Wealth Advisors
Texas
$363K -$1.87K -1 -0.5%
RCM
628
RMR Capital Management
California
$363K
GT
629
Glenmede Trust
Pennsylvania
$363K -$11.2K -6 -3%
HC
630
Hara Capital
Washington
$359K
GWM
631
Geneos Wealth Management
Colorado
$359K +$33.6K +18 +11%
TIA
632
Traphagen Investment Advisors
New Jersey
$355K
APW
633
Acima Private Wealth
Virginia
$352K -$28K -15 -8%
MF
634
Manchester Financial
California
$352K -$7.47K -4 -2%
APWM
635
Argonautica Private Wealth Management
Massachusetts
$350K
SFI
636
Siemens Fonds Invest
Germany
$350K +$3.73K +2 +1%
ASN
637
Advisory Services Network
Georgia
$348K -$1.87K -1 -0.6%
HNB
638
Huntington National Bank
Ohio
$346K -$26.1K -14 -7%
CAAS
639
Capital Asset Advisory Services
Michigan
$344K
APFP
640
Action Point Financial Planning
Michigan
$344K +$329K +176 New
HC
641
Hamilton Capital
Ohio
$342K
AWA
642
Aaron Wealth Advisors
Illinois
$340K +$9.34K +5 +3%
CAG
643
Cypress Advisory Group
Arizona
$340K +$103K +55 +46%
CAM
644
Cobblestone Asset Management
Virginia
$336K +$321K +172 New
IP
645
Isthmus Partners
Wisconsin
$332K
TAM
646
Tocqueville Asset Management
New York
$332K
RS
647
R Squared
Hong Kong
$332K +$317K +170 New
FCP
648
Fidelis Capital Partners
Florida
$320K +$29.9K +16 +11%
MM
649
MQS Management
New York
$318K -$321K -172 -51%
MW
650
MBL Wealth
North Carolina
$316K +$24.3K +13 +9%