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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
ET
626
Equitable Trust
Tennessee
$294K – – –
SIM
627
Sentry Investment Management
Wisconsin
$292K -$95.7K -52 -23%
BBNA
628
Bremer Bank National Association
Minnesota
$290K – – –
CCM
629
Coldstream Capital Management
Washington
$288K -$7.36K -4 -3%
GPW
630
Genesis Private Wealth
Virginia
$288K -$23.9K -13 -8%
IAA
631
Independent Advisor Alliance
North Carolina
$287K +$281K +153 New
CCM
632
Canal Capital Management
Virginia
$284K -$5.52K -3 -2%
RIP
633
RAM Investment Partners
Washington
$284K +$1.84K +1 +0.7%
QCG
634
Quadrant Capital Group
Ohio
$282K +$184K +100 +196%
LWM
635
Lodestone Wealth Management
Washington
$282K -$16.6K -9 -6%
TRCT
636
Tower Research Capital (TRC)
New York
$281K -$1.57M -854 -85%
DCM
637
Dimension Capital Management
Florida
$280K – – –
EIA
638
Edgemoor Investment Advisors
Maryland
$280K – – –
WSC
639
Wellington Shields & Co
New York
$280K +$9.2K +5 +3%
SWP
640
Sagespring Wealth Partners
Tennessee
$280K +$27.6K +15 +11%
CIM
641
Confluence Investment Management
Missouri
$280K -$61.3M -33,323 -100%
CPA
642
Capital Performance Advisors
California
$279K +$274K +149 New
CIM
643
Cambria Investment Management
California
$277K +$272K +148 New
Lazard Asset Management
644
Lazard Asset Management
New York
$274K -$166K -90 -38%
S
645
SignatureFD
Georgia
$273K +$9.2K +5 +4%
GAA
646
Global Assets Advisory
Florida
$272K +$281K +153 New
CCA
647
Conestoga Capital Advisors
Pennsylvania
$271K – – –
NHC
648
Nicholas Hoffman & Company
Georgia
$269K +$265K +144 New
TFS
649
Thoroughbred Financial Services
Tennessee
$269K – – –
AWP
650
Accretive Wealth Partners
New Jersey
$268K – – –