We are live on ! Find out more
MKL icon

Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
AWP
626
Accretive Wealth Partners
New Jersey
$225K
NHC
627
Nicholas Hoffman & Company
Georgia
$225K +$222K +143 New
WFG
628
Wills Financial Group
Virginia
$224K -$23.3K -15 -10%
S
629
SignatureFD
Georgia
$224K -$14K -9 -6%
FPAS
630
Focus Partners Advisor Solutions
Missouri
$224K +$221K +142 New
OIA
631
OneDigital Investment Advisors
Kansas
$224K +$221K +142 New
SIA
632
Schechter Investment Advisors
Michigan
$224K -$7.76K -5 -3%
AT
633
Arlington Trust
Alabama
$222K
CCG
634
Cypress Capital Group
Florida
$219K
HNB
635
Huntington National Bank
Ohio
$219K +$14K +9 +7%
MW
636
MBL Wealth
North Carolina
$217K -$4.66K -3 -2%
GWANC
637
Guardian Wealth Advisors (North Carolina)
North Carolina
$217K
SWM
638
Silverlake Wealth Management
Vermont
$217K
CC
639
Corton Capital
Ontario, Canada
$217K +$214K +138 New
CI
640
Cigna Investments
Connecticut
$217K -$4.66K -3 -2%
BFG
641
Beacon Financial Group
Texas
$216K -$6.21K -4 -3%
TIAA Trust, National Association
642
TIAA Trust, National Association
North Carolina
$216K -$1.55K -1 -0.7%
WSC
643
Wellington Shields & Co
New York
$214K +$211K +136 New
TTWM
644
TCV Trust & Wealth Management
Virginia
$214K -$3.11K -2 -1%
CF
645
Corebridge Financial
Texas
$213K +$210K +135 New
GA
646
Goldstein Advisors
Wisconsin
$213K +$210K +135 New
LFAS
647
Level Four Advisory Services
Texas
$210K +$207K +133 New
IA
648
IFG Advisory
Georgia
$208K +$205K +132 New
CCA
649
Checchi Capital Advisers
California
$206K -$6.21K -4 -3%
TAM
650
Tucker Asset Management
Colorado
$205K