We are live on ! Find out more
MKL icon

Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
726
WR Wealth Planners
Missouri
$4.56K +$4.4K +3 New
KWAG
727
Kiely Wealth Advisory Group
North Carolina
$4.38K – – –
CA
728
Continuum Advisory
Idaho
$3.27K +$2.93K +2 New
WPA
729
West Paces Advisors
Georgia
$3.04K -$4.4K -3 -60%
ZB
730
Zions Bancorporation
Utah
$3.04K -$1.47K -1 -33%
AIC
731
Archer Investment Corporation
Indiana
$3.04K – – –
FG
732
Fairman Group
Pennsylvania
$3.04K – – –
MFC
733
Mechanics Financial Corp
Ohio
$3.04K – – –
TFA
734
Toth Financial Advisory
Virginia
$3.04K – – –
VCM
735
Versant Capital Management
Arizona
$3.04K – – –
RTL
736
Red Tortoise LLC
Georgia
$3.04K +$2.93K +2 New
TCM
737
TD Capital Management
Tennessee
$3.04K +$2.93K +2 New
TIM
738
Tortoise Investment Management
New York
$3.04K +$2.93K +2 New
BAM
739
Bellevue Asset Management
Washington
$3.04K – – –
FPB
740
First PREMIER Bank
South Dakota
$2K +$1.47K +1 New
A
741
AlphaQuest
New York
$1.52K -$402K -274 -100%
HI
742
Harbour Investments
Wisconsin
$1.52K -$5.87K -4 -80%
FHA
743
First Horizon Advisors
Tennessee
$1.52K – – –
CA
744
CoreCap Advisors
Michigan
$1.52K +$1.47K +1 New
EC
745
EntryPoint Capital
New York
$1.52K +$1.47K +1 New
RS
746
Rakuten Securities
Japan
$1.52K +$1.47K +1 New
DWM
747
Dogwood Wealth Management
Kansas
$3 – – –
WIM
748
Weitz Investment Management
Nebraska
– -$35.8M -25,190 Closed
ZIG
749
Zurich Insurance Group
Switzerland
– -$24.6M -17,331 Closed
JCM
750
Jag Capital Management
Missouri
– -$16.3M -11,479 Closed
28 29
30
31 32