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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
WFI
701
West Family Investments
California
$208K +$204K +111 New
CIC
702
Carnegie Investment Counsel
Ohio
$206K – – –
PI
703
PFG Investments
New York
$206K +$202K +110 New
AA
704
Apriem Advisors
California
$204K +$201K +109 New
RFC
705
Regions Financial Corp
Alabama
$204K +$201K +109 New
Mirae Asset Global ETFs Holdings
706
Mirae Asset Global ETFs Holdings
Hong Kong
$204K +$23.9K +13 +14%
CT
707
Colonial Trust
South Carolina
$202K -$23.9K -13 -11%
CCG
708
Cypress Capital Group
Florida
$202K +$199K +108 New
CWP
709
Cyndeo Wealth Partners
Florida
$200K +$197K +107 New
TC
710
TAGStone Capital
North Carolina
$200K +$197K +107 New
BBHC
711
Brown Brothers Harriman & Co
New York
$194K -$62.6K -34 -25%
BFPW
712
BOK Financial Private Wealth
Colorado
$170K – – –
CTA
713
Colonial Trust Advisors
South Carolina
$166K – – –
TH
714
TCTC Holdings
Texas
$157K – – –
GWM
715
Geneos Wealth Management
Colorado
$151K +$7.36K +4 +5%
SC
716
SouthState Corp
Florida
$148K +$3.68K +2 +3%
EA
717
Evolution Advisers
Virginia
$140K +$1.84K +1 +1%
OIAM
718
OFI Invest Asset Management
France
$138K – – –
HFM
719
Harvest Fund Management
China
$131K – – –
JEST
720
JTC Employer Solutions Trustee
Jersey
$130K – – –
IA
721
IFP Advisors
Florida
$127K +$1.84K +1 +1%
SFGP
722
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$118K -$7.36K -4 -6%
GI
723
GAMMA Investing
California
$116K +$12.9K +7 +13%
Mirae Asset Global Investments
724
Mirae Asset Global Investments
South Korea
$115K +$114K +62 New
IWA
725
Icon Wealth Advisors
Texas
$114K – – –