We are live on ! Find out more
MKL icon

Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
726
Dimension Capital Management
Florida
$230K -$60.9K -30 -20%
FFBTD
727
First Financial Bank - Trust Division
Ohio
$230K
GSWM
728
Golden State Wealth Management
California
$230K
WPC
729
Wedmont Private Capital
Pennsylvania
$228K +$10.1K +5 +4%
CAG
730
Cypress Advisory Group
Arizona
$228K +$40.6K +20 +20%
PAW
731
Plan A Wealth
Nebraska
$226K
BP
732
Ballentine Partners
Massachusetts
$226K +$2.03K +1 +0.9%
OCA
733
OpenArc Corporate Advisory
Georgia
$222K +$26.4K +13 +13%
CI
734
Cigna Investments
Connecticut
$222K
GIA
735
Guyasuta Investment Advisors
Pennsylvania
$220K
PWW
736
Pettyjohn Wood & White
Virginia
$220K
OL
737
Odyssean LLC
Connecticut
$220K +$233K +115 New
CNTOF
738
Canandaigua National Trust of Florida
New York
$218K -$363K -179 -61%
IF
739
Ironwood Financial
Arizona
$218K
SIC
740
Sterling Investment Counsel
New York
$218K +$18.3K +9 +9%
ZF
741
Zhang Financial
Michigan
$216K -$73.1K -36 -24%
TTWM
742
TCV Trust & Wealth Management
Virginia
$216K
CT
743
Chicago Trust
Illinois
$216K +$12.2K +6 +6%
BRWA
744
B. Riley Wealth Advisors
Florida
$211K -$22.3K -11 -9%
SWP
745
Stratos Wealth Partners
Ohio
$211K +$28.4K +14 +15%
CIC
746
Carnegie Investment Counsel
Ohio
$211K -$20.3K -10 -8%
AFG
747
ABLE Financial Group
Arizona
$211K
GD
748
Grandfield & Dodd
New York
$211K
OAM
749
Oak Asset Management
California
$211K +$20.3K +10 +10%
CW
750
CreativeOne Wealth
Kansas
$211K +$223K +110 New