We are live on ! Find out more
MKL icon

Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
KF
726
Krilogy Financial
Missouri
$234K +$224K +120 New
EPW
727
Evolve Private Wealth
California
$230K -$148K -79 -40%
BFG
728
Beacon Financial Group
Texas
$229K -$35.5K -19 -14%
BC
729
Barrett & Company
Rhode Island
$229K +$196K +105 +875%
BRWA
730
B. Riley Wealth Advisors
Florida
$227K +$7.47K +4 +4%
OCA
731
OpenArc Corporate Advisory
Georgia
$227K – – –
WIC
732
Woodmont Investment Counsel
Tennessee
$227K +$217K +116 New
CI
733
Cigna Investments
Connecticut
$226K – – –
GIA
734
Guyasuta Investment Advisors
Pennsylvania
$225K – – –
PWW
735
Pettyjohn Wood & White
Virginia
$225K – – –
GLA
736
Great Lakes Advisors
Illinois
$225K -$1.91M -1,021 -90%
IF
737
Ironwood Financial
Arizona
$224K – – –
WC
738
Waterloo Capital
Texas
$223K +$16.8K +9 +9%
ZF
739
Zhang Financial
Michigan
$221K – – –
GD
740
Grandfield & Dodd
New York
$221K +$5.6K +3 +3%
TTWM
741
TCV Trust & Wealth Management
Virginia
$221K – – –
BAAM
742
Baker Avenue Asset Management
California
$219K +$209K +112 New
CCA
743
Checchi Capital Advisers
California
$216K -$22.4K -12 -10%
SWP
744
Stratos Wealth Partners
Ohio
$215K – – –
AFG
745
ABLE Financial Group
Arizona
$215K – – –
AWM
746
AE Wealth Management
Kansas
$215K +$5.6K +3 +3%
BI
747
Bolthouse Investments
California
$215K +$205K +110 New
AssetMark Inc
748
AssetMark Inc
California
$213K +$129K +69 +173%
RIG
749
RiverFront Investment Group
Virginia
$213K +$204K +109 New
PAM
750
Panagora Asset Management
Massachusetts
$211K – – –