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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
MA
201
Montag & Associates
Georgia
$6.04M -$49.8K -30 -0.9%
GIA
202
GHP Investment Advisors
Colorado
$5.9M +$103K +62 +2%
AOWM
203
Alpha Omega Wealth Management
Virginia
$5.79M +$28.2K +17 +0.5%
HVP
204
Hudson Value Partners
Florida
$5.76M +$254K +153 +5%
CPA
205
Court Place Advisors
Maryland
$5.72M -$237K -143 -4%
Holocene Advisors
206
Holocene Advisors
New York
$5.66M +$780K +470 +17%
NAS
207
NWF Advisory Services
California
$5.45M +$1.28M +771 +32%
AC
208
Annandale Capital
Texas
$5.42M +$31.5K +19 +0.6%
Corient Private Wealth
209
Corient Private Wealth
Florida
$5.22M +$86.3K +52 +2%
GCM
210
GoodHaven Capital Management
New Jersey
$5.19M +$41.5K +25 +0.8%
BFA
211
Buttonwood Financial Advisors
Maryland
$4.97M +$178K +107 +4%
Handelsbanken Fonder
212
Handelsbanken Fonder
Sweden
$4.95M +$611K +368 +15%
EA
213
Ellsworth Advisors
Ohio
$4.95M -$21.6K -13 -0.5%
SCTC
214
Sanibel Captiva Trust Company
Florida
$4.89M -$29.9K -18 -0.6%
BBVA
215
Banco Bilbao Vizcaya Argentaria
Spain
$4.84M +$91.3K +55 +2%
NRS
216
Neville Rodie & Shaw
New York
$4.79M -$241K -145 -5%
CWM
217
Chemistry Wealth Management
New York
$4.79M +$309K +186 +7%
IC
218
Inkwell Capital
Florida
$4.75M +$4.56M +2,749 New
VOYA Investment Management
219
VOYA Investment Management
Georgia
$4.69M -$435K -262 -9%
National Bank of Canada
220
National Bank of Canada
Quebec, Canada
$4.67M +$461K +278 +11%
ACM
221
Alta Capital Management
Utah
$4.67M -$43M -25,890 -91%
CM
222
Crestline Management
Texas
$4.66M +$4.48M +2,700 New
Capstone Investment Advisors
223
Capstone Investment Advisors
New York
$4.65M +$4.47M +2,693 New
SFM
224
Systematic Financial Management
New Jersey
$4.63M -$23.2K -14 -0.5%
Pathstone Holdings
225
Pathstone Holdings
New Jersey
$4.56M +$151K +91 +4%