We are live on ! Find out more
MKL icon

Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
626
Arax Advisory Partners
Colorado
$271K -$450K -271 -63%
ET
627
Equitable Trust
Tennessee
$271K – – –
BBNA
628
Bremer Bank National Association
Minnesota
$268K – – –
N
629
Natixis
France
$268K +$131K +79 +104%
CCM
630
Canal Capital Management
Virginia
$268K +$257K +155 New
NQWM
631
Northwest Quadrant Wealth Management
Oregon
$261K -$16.6K -10 -6%
OIA
632
OneDigital Investment Advisors
Kansas
$261K +$6.64K +4 +3%
RIP
633
RAM Investment Partners
Washington
$261K +$6.64K +4 +3%
DCM
634
Dimension Capital Management
Florida
$259K -$19.9K -12 -7%
EIA
635
Edgemoor Investment Advisors
Maryland
$259K -$6.64K -4 -3%
OP
636
ORG Partners
Indiana
$259K – – –
PAS
637
Park Avenue Securities
New York
$256K -$34.8K -21 -12%
LKBC
638
L.K. Benson & Company
Maryland
$252K +$242K +146 New
WCM Investment Management
639
WCM Investment Management
California
$252K +$242K +146 New
CCA
640
Conestoga Capital Advisors
Pennsylvania
$250K – – –
WSC
641
Wellington Shields & Co
New York
$250K +$9.96K +6 +4%
TFS
642
Thoroughbred Financial Services
Tennessee
$248K – – –
AWP
643
Accretive Wealth Partners
New Jersey
$247K – – –
WFG
644
Wills Financial Group
Virginia
$245K – – –
AIM
645
Anchor Investment Management
South Carolina
$245K +$134K +81 +133%
S
646
SignatureFD
Georgia
$244K +$6.64K +4 +3%
AT
647
Arlington Trust
Alabama
$243K – – –
AIS
648
AM Investment Strategies
Tennessee
$242K -$58.1K -35 -20%
SWP
649
Stratos Wealth Partners
Ohio
$242K -$202K -122 -47%
MW
650
MBL Wealth
North Carolina
$240K – – –