We are live on ! Find out more
MKL icon

Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
751
Sagespring Wealth Partners
Tennessee
$209K -$42.9K -23 -18%
CWP
752
Cyndeo Wealth Partners
Florida
$207K +$198K +106 New
LA
753
LexAurum Advisors
Kansas
$207K +$198K +106 New
BWM
754
Baron Wealth Management
Michigan
$205K -$61.6K -33 -24%
DAS
755
Dynamic Advisor Solutions
Arizona
$205K -$7.47K -4 -4%
KCP
756
Kera Capital Partners
California
$205K -$3.73K -2 -2%
SFO
757
Stenger Family Office
Illinois
$205K -$3.73K -2 -2%
NCM
758
Narwhal Capital Management
Georgia
$205K – – –
HCP
759
Hardin Capital Partners
South Carolina
$203K +$194K +104 New
CWA
760
Cura Wealth Advisors
Illinois
$203K +$194K +104 New
QWP
761
Quotient Wealth Partners
Texas
$201K +$192K +103 New
IA
762
IFG Advisory
Georgia
$199K +$190K +102 New
Walleye Trading
763
Walleye Trading
New York
$197K +$189K +101 New
CSPIA
764
Cary Street Partners Investment Advisory
Virginia
$193K -$14.9K -8 -7%
SAM
765
Smartleaf Asset Management
Massachusetts
$186K – – –
BFPW
766
BOK Financial Private Wealth
Colorado
$178K – – –
CCWM
767
Cassaday & Co Wealth Management
Virginia
$170K -$26.1K -14 -14%
IAIM
768
International Assets Investment Management
Florida
$170K -$3.73K -2 -2%
CTA
769
Colonial Trust Advisors
South Carolina
$166K – – –
Fidelity International
770
Fidelity International
Bermuda
$164K -$7.47K -4 -5%
MAM
771
Marquette Asset Management
Minnesota
$164K +$3.73K +2 +2%
EA
772
Evolution Advisers
Virginia
$154K +$1.87K +1 +1%
LSA
773
Leonteq Securities AG
Switzerland
$150K +$26.1K +14 +22%
EWA
774
EverSource Wealth Advisors
Alabama
$150K -$41.1K -22 -22%
SEP
775
Signature Equity Partners
Ohio
$146K – – –