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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
701
Geneos Wealth Management
Colorado
$133K – – –
EA
702
Evolution Advisers
Virginia
$128K +$1.66K +1 +1%
HFM
703
Harvest Fund Management
China
$121K +$116K +70 New
JEST
704
JTC Employer Solutions Trustee
Jersey
$120K – – –
IA
705
IFP Advisors
Florida
$116K -$8.3K -5 -7%
SFGP
706
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$116K +$111K +67 New
GGI
707
Godsey & Gibb Inc
Virginia
$112K – – –
IWA
708
Icon Wealth Advisors
Texas
$105K +$101K +61 New
CAL
709
Capital Analysts LLC
Pennsylvania
$104K – – –
LS
710
Livforsakringsbolaget Skandia
Sweden
$104K – – –
PCM
711
Penserra Capital Management
California
$100K -$1.66K -1 -2%
CA
712
Crewe Advisors
Utah
$96.7K +$92.9K +56 New
QC
713
Quent Capital
New York
$94.9K -$1.66K -1 -2%
RIL
714
Rothschild Investment LLC
Illinois
$94.9K – – –
GI
715
GAMMA Investing
California
$94.9K +$18.3K +11 +25%
QCG
716
Quadrant Capital Group
Ohio
$88K -$11.6K -7 -12%
VNIM
717
Vaughan Nelson Investment Management
Texas
$88K -$267K -161 -76%
PWMG
718
Prestige Wealth Management Group
New Jersey
$86.3K – – –
EWM
719
Evermay Wealth Management
Virginia
$84.6K – – –
LC
720
Lindbrook Capital
California
$84.6K +$6.64K +4 +9%
AWM
721
Avior Wealth Management
Nebraska
$81.1K – – –
HFS
722
Hantz Financial Services
Michigan
$74K -$5.58M -3,365 -99%
PB
723
Pinnacle Bancorp
Nebraska
$72.5K -$3.32K -2 -5%
WBC
724
Westpac Banking Corp
Australia
$69K – – –
MFG
725
Mendota Financial Group
Wisconsin
$67.3K -$18.3K -11 -22%