Markel GroupMKL

13F holders, Q2 2026 (June 30)
930holders +1
97new positions
86sold out
11famous investors
$1950.93avg. 13F price*

At the end of Q2 2026, 930 institutions reported holding Markel Group Inc. (MKL) in their 13F filings, up 1 from Q1 2026. 97 opened new positions and 86 sold out. The largest holders were BlackRock, Inc. ($1.4B), Vanguard Capital Management LLC ($1.1B) and Vanguard Portfolio Management LLC ($1.0B). 11 famous investors held it, including Francois Rochon (2.0% of Giverny Capital's portfolio), Tom Russo (0.1% of Gardner Russo & Quinn's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
Markel Group Inc.
CUSIP
570535104
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 744Q1 2024Q2 2024: 811Q2 2024Q3 2024: 793Q3 2024Q4 2024: 832Q4 2024Q1 2025: 853Q1 2025Q2 2025: 854Q2 2025Q3 2025: 855Q3 2025Q4 2025: 923Q4 2025Q1 2026: 929Q1 2026Q2 2026: 930Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions97$255.8M
Exits86$408.6M

All 13F filers, Q1 2026 → Q2 2026: 679,222 shares bought and 836,668 shares sold, net −157,446 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 930 holders

BlackRock, Inc. 0.02% Reduce -1.8% 697,836 $1.4B
Vanguard Capital Management LLC 0.02% Add +0.2% 545,650 $1.1B
Vanguard Portfolio Management LLC 0.05% Reduce -0.4% 521,976 $1.0B
Davis Selected Advisers 3.41% Add +6.1% 406,759 $794.4M
Morgan Stanley 0.04% Reduce -1.8% 350,660 $684.8M
Select Equity Group, L.P. 3.43% Reduce -12.2% 331,679 $647.8M
State Street Corp. 0.02% Add +1.7% 312,169 $609.7M
Principal Financial Group Inc. 0.30% Reduce -23.4% 307,791 $601.2M
Boston Partners 0.53% Add +22.5% 307,500 $600.5M
Van Lanschot Kempen Investment Management N.V. 3.44% Add +2.0% 230,637 $450.4M
Geode Capital Management, LLC 0.02% Reduce -3.1% 214,799 $418.2M
DAVENPORT & Co LLC 2.06% Reduce -0.4% 206,399 $403.2M
Baillie Gifford & Co. 0.28% Reduce -9.8% 157,923 $308.4M
Norges Bank 0.03% — 145,542 $284.2M
Dimensional Fund Advisors LP 0.05% Add +1.5% 139,067 $271.6M
Bank of America Corp. 0.01% Reduce -12.9% 118,590 $231.6M
Madison Avenue Partners, LP 9.44% Add +27.8% 112,325 $219.4M
Wellington Management Group LLP 0.03% Reduce -4.0% 102,408 $200.0M
Bank Julius Baer & Co. Ltd, Zurich 0.47% Reduce -4.9% 92,601 $181.0M
Davis Asset Management, L.P. 4.56% Add +30.4% 92,105 $179.9M
Goldman Sachs Group Inc. 0.02% Add +79.1% 88,210 $172.3M
Fenimore Asset Management Inc 3.53% Add +0.8% 87,260 $170.4M
Northern Trust Corp. 0.02% Reduce -1.9% 84,026 $164.1M
Fort Washington Investment Advisors Inc. 0.80% Add +2.7% 81,945 $160.0M
Douglass Winthrop Advisors, LLC 2.71% Reduce -0.2% 80,373 $157.0M
Check Capital Management Inc. 8.75% Add +3.0% 79,209 $154.7M
Vanguard Fiduciary Trust Co. 0.03% Add +0.8% 78,570 $153.4M
Polar Capital Holdings Plc 0.43% Reduce -2.2% 78,250 $152.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +0.2% 77,952 $152.2M
Charles Schwab Investment Management Inc. 0.02% Add +9.9% 77,580 $151.5M
Barr E S & Co. 8.44% Reduce -0.2% 77,051 $150.5M
JANA Partners Management, LP 7.88% Add +1.9% 76,743 $149.9M
Jennison Associates LLC 0.09% Add +4.6% 74,748 $146.0M
Jane Street Group, LLC 0.08% Add +87.1% 65,269 $127.5M
Raymond James Financial Inc. 0.03% Reduce -4.3% 64,967 $126.9M
Graham Holdings Co 11.50% Add +15.1% 63,793 $124.6M
Legal & General Group Plc 0.03% Reduce -11.5% 62,580 $122.2M
Troy Asset Management Ltd 3.35% New 61,509 $120.1M
HighTower Advisors, LLC 0.11% Reduce -2.4% 61,151 $119.4M
Scharf Investments, LLC 3.91% Reduce -0.9% 60,564 $118.3M
Wells Fargo & Company 0.02% Reduce -0.2% 59,018 $115.3M
Graham Holdings Co Master Retirement Trust 15.43% No change 58,008 $113.3M
Quilter Plc 1.35% Add +18.7% 45,895 $89.6M
Steginsky Capital LLC 13.31% Add +5.9% 45,406 $88.7M
UBS Group AG 0.01% Reduce -16.1% 44,268 $86.5M
Avenir Corp. 10.52% Reduce -3.5% 44,214 $86.4M
Royal Bank of Canada 0.01% Reduce -9.5% 38,673 $75.5M
Arrowstreet Capital, Limited Partnership 0.03% Add +221.5% 36,891 $72.0M
AQR Capital Management 0.02% Add +177.5% 36,330 $70.9M
Swiss National Bank 0.04% Reduce -4.4% 35,380 $69.1M
Neuberger Berman Group LLC 0.05% Add +7061.5% 35,163 $68.7M
Bank of New York Mellon Corp 0.01% Reduce -4.5% 34,844 $68.1M
HSBC Holdings PLC 0.03% Add +18.4% 33,966 $66.4M
Thompson Siegel & Walmsley LLC 1.19% Reduce -3.6% 33,676 $65.8M
Qube Research & Technologies Ltd 0.07% Reduce -53.4% 33,395 $65.2M
Giverny Capital 2.03% Reduce -28.1% 30,877 $60.3M
Envestnet Asset Management Inc. 0.01% Reduce -20.9% 29,808 $58.2M
Millennium Management 0.04% Add +97.4% 29,726 $58.1M
PFA Pension, Forsikringsaktieselskab 0.15% New 29,293 $57.2M
Deutsche Bank AG 0.02% Add +10.7% 28,861 $56.4M
Cooke & Bieler LP 0.65% Add +32.1% 28,672 $56.0M
Sather Financial Group Inc 3.13% Add +1.4% 27,914 $54.5M
Woodline Partners LP 0.16% Add +5387.6% 26,999 $52.7M
Captrust Financial Advisors 0.08% Add +3.0% 26,522 $51.8M
Amundi 0.01% Reduce -1.8% 26,234 $51.2M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -6.7% 25,671 $50.1M
Greenbrier Partners Capital Management, LLC 3.74% Reduce -0.3% 25,531 $49.9M
Capco Asset Management, LLC 13.52% Reduce -2.0% 25,322 $49.5M
Renaissance Technologies 0.07% Reduce -26.9% 25,301 $49.4M
DF Dent & Co. Inc. 0.89% Reduce -9.4% 24,038 $46.9M
Anchor Capital Advisors LLC 1.25% Reduce -29.6% 22,827 $44.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.03% Add +8.0% 22,609 $44.2M
Epoch Investment Partners, Inc. 0.25% Reduce -61.8% 22,273 $43.5M
Russell Investments Group, Ltd. 0.04% Add +8.5% 21,469 $41.9M
Invesco Ltd. 0.00% Reduce -9.5% 20,951 $40.9M
Country Trust Bank 0.72% Add +1.8% 20,926 $40.9M
Broad Run Investment Management, LLC 6.19% Reduce -0.6% 20,578 $40.2M
Marathon Asset Management Ltd 1.62% Reduce -18.0% 20,414 $39.9M
Greenlea Lane Capital Management, LLC 10.89% Reduce -10.0% 20,305 $39.7M
Lafayette Investments, Inc. 7.17% Add +0.1% 19,924 $38.9M
Oslo Pensjonsforsikring AS 4.47% Add +17.7% 19,910 $38.9M
Beck Mack & Oliver LLC 0.76% Add +1.4% 19,891 $38.8M
Squarepoint Ops LLC 0.08% Add +144.9% 19,632 $38.3M
Mraz, Amerine & Associates, Inc. 5.50% Add +2.5% 19,610 $38.3M
Tidal Investments LLC 0.09% Add +30.7% 19,585 $38.2M
TD Asset Management Inc 0.03% Reduce -61.3% 19,015 $37.1M
Jupiter Topco LLC 0.01% — 18,667 $36.4M
Nuveen, LLC 0.01% Add +2.0% 18,375 $35.9M
California Public Employees Retirement System 0.02% Reduce -40.9% 18,274 $35.7M
California State Teachers Retirement System 0.03% Reduce -0.3% 18,035 $35.2M
Lincoln Capital LLC 6.21% Reduce -1.8% 17,862 $34.9M
Susquehanna International Group, LLP 0.03% Add +83.1% 16,599 $32.4M
First Trust Advisors LP 0.02% Add +36.5% 16,558 $32.3M
Franklin Resources Inc. 0.01% Reduce -1.5% 15,940 $31.1M
Pinnacle Associates Ltd. 0.33% Reduce -13.8% 15,466 $30.2M
Citadel Investment Advisory, Inc. 13.53% No change 15,242 $29.8M
Gotham Asset Management 0.07% Add +65.2% 15,153 $29.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +11.3% 14,557 $28.4M
Rhumbline Advisers 0.02% Reduce -3.1% 14,512 $28.3M
JPMorgan Chase & Co. 0.00% Reduce -19.4% 14,326 $28.0M
Global Frontier Investments LLC 4.81% No change 14,300 $27.9M
Poehling Capital Management, INC. 5.72% Add +1.7% 13,657 $26.7M
Barclays PLC 0.01% Reduce -6.1% 13,320 $26.0M
State Board of Administration of Florida Retirement System 0.04% Add +16.1% 13,118 $25.6M
T. Rowe Price Associates Inc. 0.00% Add +6.3% 12,498 $24.4M
American Century Companies Inc. 0.01% Reduce -4.4% 11,839 $23.1M
PYA Waltman Capital, LLC 5.48% Add +3.5% 11,797 $23.0M
Citigroup Inc. 0.01% Add +85.9% 11,764 $23.0M
Danske Bank A/S 0.04% Reduce -1.4% 11,565 $22.6M
APG Asset Management N.V. 0.05% Add +15.4% 12,526 $21.4M
Banyan Capital Management, Inc. 9.08% Reduce -3.2% 10,701 $20.9M
Aviva PLC 0.03% Add +0.5% 10,491 $20.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +36.6% 10,279 $20.0M
Citadel Advisors 0.01% Add +122.6% 10,177 $19.9M
Swedbank AB 0.02% No change 10,103 $19.7M
FMR LLC 0.00% Reduce -14.3% 10,070 $19.7M
Rockbridge Asset Management LLC 12.28% Add +2.1% 9,588 $18.7M
Smith Salley Wealth Management 0.78% Reduce -0.2% 9,151 $17.9M
Stansberry Asset Management, LLC 1.72% Reduce -3.9% 9,145 $17.9M
Cibc World Market Inc. 0.03% Add +46.4% 8,845 $17.3M
LPL Financial LLC 0.00% Reduce -2.4% 8,779 $17.1M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -52.6% 8,592 $16.8M
Canerector Inc. 7.57% Add +50.8% 8,500 $16.6M
Seneca House Advisors 5.69% Add +2.3% 8,236 $16.1M
Evelyn Partners Group Ltd 0.28% — 8,193 $16.0M
Kirr Marbach & Co. LLC 2.67% Add +0.1% 8,130 $15.9M
Creative Planning 0.01% Add +13.2% 8,072 $15.8M
Focus Partners Wealth 0.02% Reduce -3.0% 8,015 $15.7M
Adage Capital Partners Gp, L.L.C. 0.02% New 8,000 $15.6M
Cheviot Value Management, LLC 1.58% Add +14.6% 7,971 $15.6M
Balyasny Asset Management L.P. 0.03% Add +113.7% 7,872 $15.4M
Point72 Asset Management 0.02% Reduce -8.0% 7,771 $15.2M
Needham Investment Management LLC 0.43% Add +8.6% 7,275 $14.2M
Heritage Wealth Advisors 0.49% No change 7,272 $14.2M
Blair William & Co. 0.04% Reduce -1.9% 7,173 $14.0M
Aberdeen Group plc 0.02% Add +17.6% 7,111 $13.9M
D. E. Shaw & Co. 0.01% Add +89.3% 7,105 $13.9M
Luma Capital S.A. - SPF 12.25% No change 7,032 $13.7M
Brown Advisory Inc. 0.02% Reduce -21.6% 6,990 $13.7M
Solidarity Wealth, LLC 2.36% Add +1.6% 6,939 $13.6M
Occudo Quantitative Strategies LP 0.72% Add +719.0% 6,921 $13.5M
Lathrop Investment Management Co. 2.39% Reduce -1.8% 6,919 $13.5M
Royal London Asset Management Ltd. 0.02% Reduce -2.9% 6,857 $13.4M
Regency Capital Management Inc.\DE 5.30% Add +2.3% 6,818 $13.3M
Frontier Capital Management Co. LLC 0.12% Add +4.7% 6,566 $12.8M
State of Wisconsin Investment Board 0.03% Reduce -7.8% 6,529 $12.8M
Vanguard Investments Australia, Ltd. 0.03% Add +0.9% 6,341 $12.4M
New York State Common Retirement Fund 0.02% Reduce -4.0% 6,294 $12.3M
Illinois Municipal Retirement Fund 0.14% Reduce -33.8% 6,228 $12.2M
Worldquant Millennium Advisors LLC 0.04% Add +861.0% 6,227 $12.2M
Assenagon Asset Management S.A. 0.02% Add +16.5% 6,226 $12.2M
Sei Investments Co. 0.01% Reduce -2.9% 6,178 $12.1M
Vanguard Global Advisers, LLC 0.01% Reduce -1.7% 6,134 $12.0M
Korea Investment CORP 0.02% Reduce -56.5% 6,075 $11.9M
Cerity Partners LLC 0.01% Add +19.9% 6,063 $11.8M
Quantinno Capital Management LP 0.01% Add +38.7% 6,021 $11.8M
PNC Financial Services Group, Inc. 0.01% Add +3.5% 5,932 $11.6M
Marshall Wace, LLP 0.01% Reduce -89.0% 5,929 $11.6M
Live Oak Private Wealth LLC 1.42% Reduce -5.9% 5,805 $11.3M
CANADA LIFE ASSURANCE Co 0.02% Add +56.3% 5,791 $11.3M
Mackenzie Financial Corp. 0.01% Add +105.7% 5,701 $11.1M
Berkeley, Inc 3.49% Add +4.9% 5,694 $11.1M
Hutchinson Capital Management 1.83% Reduce -32.7% 5,484 $10.7M
Victory Capital Management Inc. 0.01% Reduce -21.0% 5,455 $10.7M
Jones Financial Companies LLLP 0.00% Reduce -8.0% 5,515 $10.6M
NWF Advisory Services Inc. 0.99% Add +60.4% 5,398 $10.5M
BNP Paribas Financial Markets 0.01% Reduce -6.8% 5,334 $10.4M
Fuller & Thaler Asset Management, Inc. 0.03% Reduce -5.5% 5,305 $10.4M
Treasurer of the State of North Carolina 0.03% Reduce -1.3% 5,264 $10.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Add +12.6% 5,082 $9.9M
Culbertson A N & Co. Inc. 1.15% Add +28.3% 5,071 $9.9M
KLP Kapitalforvaltning As 0.03% Add +8.9% 5,040 $9.8M
Pictet Asset Management Holding SA 0.01% Reduce -19.7% 4,942 $9.7M
Asset Management One Co., Ltd. 0.02% Add +2.5% 4,894 $9.6M
Osaic Holdings, Inc. 0.01% Add +57.8% 4,854 $9.5M
Ameriprise Financial Inc. 0.00% Add +2.6% 4,846 $9.5M
Seizert Capital Partners, LLC 0.39% Add +33.0% 4,842 $9.5M
Alliancebernstein L.P. 0.00% Reduce -5.8% 4,811 $9.2M
Jain Global LLC 0.12% Add +79.9% 4,662 $9.1M
Evergreen Wealth Management, LLC 4.15% Add +21.6% 4,533 $8.9M
Janney Montgomery Scott LLC 0.02% Reduce -2.1% 4,529 $8.8M
Caisse de depot et placement du Quebec 0.01% Reduce -84.8% 4,513 $8.8M
Stifel Financial Corp. 0.01% Reduce -0.1% 4,432 $8.7M
Holocene Advisors, LP 0.02% Add +327.3% 4,418 $8.6M
Redmond Asset Management, LLC 2.13% Reduce -0.2% 4,378 $8.6M
Clear Harbor Asset Management, LLC 0.53% Add +1.0% 4,345 $8.5M
Nykredit A/S 0.03% — 4,307 $8.4M
Gardner Russo & Quinn 0.09% Reduce -13.9% 4,265 $8.3M
Nomura Asset Management Co. Ltd. 0.02% Reduce -1.4% 4,169 $8.1M
Pathstone Holdings, LLC 0.02% Add +2.4% 4,065 $7.9M
Riverview Capital Advisers, LLC 2.25% Reduce -4.2% 4,019 $7.8M
Marex Group Ltd 0.06% No change 4,012 $7.8M
Tudor Investment Corporation 0.03% New 3,971 $7.8M
Resona Asset Management Co.,Ltd. 0.04% Reduce -8.4% 3,953 $7.7M
Hudson Value Partners, LLC 1.93% Add +10.6% 3,940 $7.7M
State of New Jersey Common Pension Fund D 0.03% Reduce -4.5% 3,935 $7.7M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -0.7% 3,921 $7.7M
BCV Asset Management Inc. 0.23% Add +21.2% 3,809 $7.5M
Schonfeld Strategic Advisors LLC 0.04% Add +54.2% 3,817 $7.5M
Public Employees Retirement System of Ohio 0.02% Reduce -2.0% 3,801 $7.4M
HRT Financial LP 0.01% New 3,790 $7.4M
Systematic Financial Management LP 0.15% Add +65.2% 3,757 $7.3M
GHP Investment Advisors, Inc. 0.27% Add +4.2% 3,741 $7.3M
Greenline Partners, LLC 0.74% No change 3,728 $7.3M
Northstar Group, Inc. 0.97% Add +19.9% 3,718 $7.3M
Mn Services Vermogensbeheer B.V. 0.05% Reduce -25.5% 3,648 $7.1M
Arizona State Retirement System 0.04% Add +4.8% 3,597 $7.0M
Buttonwood Financial Advisors Inc. 2.13% Add +0.9% 3,590 $7.0M
Alpha Omega Wealth Management LLC 1.04% Add +1.6% 3,502 $6.8M
MAI Capital Management 0.03% Add +0.2% 3,472 $6.8M
National Bank of Canada 0.01% Reduce -2.5% 3,456 $6.7M
Storebrand Asset Management As 0.02% Reduce -27.9% 3,451 $6.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +26.3% 3,365 $6.6M
First National Bank of Omaha 0.18% Reduce -39.5% 3,340 $6.5M
GAM Holding AG 0.49% Reduce -0.1% 3,301 $6.4M
Corient Private Wealth LP 0.01% Reduce -11.5% 3,214 $6.3M
Chemistry Wealth Management LLC 1.00% Add +5.7% 3,174 $6.2M
OP Asset Management Ltd 0.07% Add +2.4% 3,165 $6.2M
Steward Partners Investment Advisory, LLC 0.03% Add +3.5% 3,164 $6.2M
GoodHaven Capital Management, LLC 1.96% Add +7.5% 3,142 $6.1M
Lowe Brockenbrough & Co. Inc. 0.27% Reduce -6.0% 3,142 $6.1M
Rockefeller Capital Management L.P. 0.01% Reduce -0.8% 3,118 $6.1M
Montag A & Associates Inc. 0.25% Add +5.7% 3,040 $5.9M
Trexquant Investment LP 0.04% New 3,025 $5.9M
Canada Pension Plan Investment Board 0.00% Add +0.3% 3,010 $5.9M
&partners 0.02% Add +4.1% 2,984 $5.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +0.3% 2,935 $5.7M
Roundview Capital LLC 0.31% Reduce -7.4% 2,923 $5.7M
DNB Asset Management AS 0.02% Add +3.2% 2,905 $5.7M
Front Street Capital Management, Inc. 0.64% Add +80.4% 2,854 $5.6M
SEB Asset Management AB 0.02% Add +5.5% 2,861 $5.6M
Cetera Investment Advisers 0.01% Reduce -2.4% 2,857 $5.6M
Parallel Advisors, LLC 0.08% Reduce -4.4% 2,834 $5.5M
Quantbot Technologies LP 0.22% Add +208.3% 2,809 $5.5M
Curi Capital, LLC 0.08% Add +41.2% 2,766 $5.4M
Quadrature Capital Ltd 0.05% Add +66.4% 2,748 $5.4M
Adalta Capital Management LLC 2.34% Reduce -1.6% 2,732 $5.3M
Ervin Investment Management, LLC 2.88% Add +2.9% 2,711 $5.3M
Southeast Asset Advisors, LLC 0.53% Add +6.5% 2,685 $5.2M
IFM Investors Pty Ltd 0.03% Add +6.2% 2,682 $5.2M
Andra AP-fonden 0.06% Add +98.6% 2,659 $5.2M
Baxter Bros Inc. 0.59% Add +0.8% 2,633 $5.1M
Truist Financial Corp. 0.01% Add +2.5% 2,628 $5.1M
Rathbones Group PLC 0.02% Reduce -0.6% 2,601 $5.1M
Handelsbanken Fonder AB 0.01% Reduce -28.0% 2,597 $5.1M
National Pension Service 0.00% Reduce -87.5% 2,573 $5.0M
Inkwell Capital LLC 5.23% Reduce -0.2% 2,567 $5.0M
Cannell & Spears LLC 0.09% Add +18.5% 2,545 $5.0M
Mercer Global Advisors Inc. 0.01% Add +49.0% 2,523 $4.9M
Ritholtz Wealth Management 0.07% Add +417.2% 2,462 $4.8M
Mariner, LLC 0.01% Add +34.3% 2,462 $4.8M
Catalyst Funds Management Pty Ltd 0.27% Add +202.3% 2,418 $4.7M
Neville Rodie & Shaw Inc. 0.31% Reduce -0.8% 2,418 $4.7M
First Manhattan Co. Llc. 0.01% Reduce -29.6% 2,391 $4.7M
O'shaughnessy Asset Management, LLC 0.02% Reduce -22.4% 2,386 $4.7M
Sanctuary Advisors, LLC 0.02% Add +7.5% 2,369 $4.6M
Centaurus Financial, Inc. 0.18% Add +13.4% 2,337 $4.6M
US Bancorp \de 0.00% Reduce -2.6% 2,248 $4.4M
Virginia Wealth Management Group, Inc. 2.32% Add +27.6% 2,243 $4.4M
Florida Trust Wealth Management Co 0.11% Reduce -12.6% 2,218 $4.3M
Watchman Group, Inc. 0.97% Add +0.1% 2,216 $4.3M
Harbor Investment Advisory, LLC 0.30% Add +18.2% 2,198 $4.3M
Texas Yale Capital Corp. 0.09% Add +12.4% 2,155 $4.2M
Beacon Pointe Advisors, LLC 0.02% Reduce -6.1% 2,152 $4.2M
Daniel Investment Group, Inc. 2.43% — 2,101 $4.1M
Magnolia Group, LLC 0.86% New 2,100 $4.1M
Wealthfront Advisers LLC 0.01% Add +20.4% 2,084 $4.1M
Horizon Kinetics Asset Management LLC 0.05% Reduce -1.8% 2,064 $4.0M
KBC Group NV 0.01% Reduce -1.1% 2,061 $4.0M
Bradyco, Inc. 4.56% No change 2,036 $4.0M
East Coast Asset Management, LLC. 1.15% Reduce -3.2% 2,001 $3.9M
Adams Asset Advisors, LLC 0.45% Add +90.5% 2,000 $3.9M
Canal Insurance CO 0.86% No change 2,000 $3.9M
Blue Edge Capital, LLC 0.47% Add +79.3% 1,997 $3.9M
Womack Financial LLC 2.56% Add +0.2% 1,978 $3.9M
Westpac Banking Corp. 0.24% Add +4820.0% 1,968 $3.8M
Salem Investment Counselors Inc. 0.09% No change 1,946 $3.8M
Commonwealth Equity Services, LLC 0.00% Add +1.1% 1,942 $3.8M
Ridgewood Investments LLC 1.40% Reduce -1.0% 1,919 $3.7M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.24% Add +49.7% 1,918 $3.7M
Apollon Wealth Management, LLC 0.05% Add +510.5% 1,911 $3.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -47.4% 1,898 $3.7M
Leuthold Group, LLC 0.37% Add +0.1% 1,887 $3.7M
Utah Retirement Systems 0.03% Reduce -7.2% 1,877 $3.7M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -2.5% 1,872 $3.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +7.0% 1,859 $3.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.4% 1,833 $3.6M
Fiduciary Group, LLC 0.28% Reduce -0.8% 1,825 $3.6M
Alta Capital Management LLC/ 0.26% Reduce -2.7% 1,790 $3.5M
State of Alaska, Department of Revenue 0.03% Reduce -10.5% 1,790 $3.5M
Ensign Peak Advisors, Inc 0.01% Reduce -17.9% 1,772 $3.5M
Toronto Dominion Bank 0.01% Reduce -5.4% 1,749 $3.4M
Atlanta Consulting Group Advisors, LLC 0.54% Add +197.3% 1,748 $3.4M
Davidson Kahn Capital Management, LLC 1.46% Reduce -0.7% 1,735 $3.4M
Henshaw Capital LLC 0.11% No change 1,720 $3.4M
Atria Investments, Inc 0.03% Add +7.4% 1,719 $3.4M
Oak Thistle LLC 0.32% Reduce -33.4% 1,710 $3.3M
Freedom Day Solutions, LLC 0.74% Reduce -0.2% 1,704 $3.3M
USS Investment Management Ltd 0.01% Reduce -24.2% 1,703 $3.3M
Man Group plc 0.01% Reduce -69.5% 1,696 $3.3M
Nissay Asset Management Corp. /Japan 0.01% Add +3.6% 1,693 $3.3M
DekaBank Deutsche Girozentrale 0.01% No change 1,741 $3.3M
D.A. Davidson & Co. 0.02% Reduce -5.4% 1,667 $3.3M
Pavion Blue Capital, LLC 1.30% Add +2.2% 1,650 $3.2M
B. Metzler seel. Sohn & Co. AG 0.03% Add +381.1% 1,650 $3.2M
Xponance LLC 0.02% Reduce -14.3% 1,641 $3.2M
Sprucegrove Investment Management Ltd. 0.49% Reduce -48.1% 1,604 $3.1M
Intrepid Capital Management Inc. 1.28% No change 1,561 $3.0M
Martingale Asset Management L P 0.07% Reduce -79.9% 1,541 $3.0M
Modern Wealth Management, LLC 0.04% Add +2.9% 1,541 $3.0M
HB Wealth Management, LLC 0.02% Reduce -3.8% 1,529 $3.0M
Sequoia Financial Advisors, LLC 0.01% Add +1.7% 1,526 $3.0M
Ancora Advisors LLC 0.06% Add +22.4% 1,505 $2.9M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.4% 1,478 $2.9M
Kennondale Capital Management LLC 1.91% No change 1,465 $2.9M
Ethic Inc. 0.04% Reduce -7.9% 1,464 $2.9M
Glenview Trust Co 0.04% Reduce -9.1% 1,454 $2.8M
Gold Investment Management Ltd. 0.76% Add +1.2% 1,441 $2.8M
Intech Investment Management LLC 0.03% Reduce -4.0% 1,436 $2.8M
Baird Financial Group, Inc. 0.00% Add +3.7% 1,412 $2.8M
Nordea Investment Management AB 0.00% Add +7.8% 1,405 $2.8M
Federation des caisses Desjardins du Quebec 0.01% Add +83.7% 1,398 $2.7M
Swiss Life Asset Management Ltd 0.01% Add +31.6% 1,390 $2.7M
Benjamin Edwards Inc. 0.02% Reduce -4.6% 1,378 $2.7M
Beese Fulmer Investment Management, Inc. 0.15% Reduce -5.0% 1,371 $2.7M
Solitude Financial Services 0.73% Reduce -1.4% 1,346 $2.6M
Tributary Capital Management, LLC 0.21% Add +119.9% 1,339 $2.6M
Bessemer Group Inc. 0.00% Reduce -1.3% 1,334 $2.6M
Salvus Wealth Management, LLC 1.45% Reduce -8.0% 1,325 $2.6M
Silvercrest Asset Management Group LLC 0.02% Reduce -0.9% 1,319 $2.6M
Eurizon Capital SGR S.p.A. 0.01% Reduce -9.7% 1,305 $2.5M
Atlantic Union Bankshares Corp 0.04% Reduce -13.1% 1,298 $2.5M
Ashton Thomas Securities, LLC 0.37% Reduce -17.7% 1,293 $2.5M
Acadian Asset Management LLC 0.00% Reduce -43.8% 1,293 $2.5M
Vanguard Personalized Indexing Management, LLC 0.02% Add +11.8% 1,285 $2.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.02% Reduce -74.0% 1,270 $2.5M
NewEdge Advisors, LLC 0.01% Add +3.5% 1,266 $2.5M
Choreo, LLC 0.03% Reduce -2.5% 1,256 $2.5M
Commerce Bank 0.01% Reduce -37.1% 1,254 $2.4M
Values Added Financial LLC 0.88% Reduce -4.0% 1,247 $2.4M
Public Employees Retirement Association of Colorado 0.01% No change 1,229 $2.4M
Weil Company, Inc. 0.42% Reduce -13.1% 1,226 $2.4M
Fifth Third Bancorp 0.00% Reduce -20.6% 1,225 $2.4M
Shelter Mutual Insurance Co 0.50% No change 1,200 $2.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.8% 1,198 $2.3M
Scotia Capital Inc. 0.01% Reduce -4.5% 1,195 $2.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% No change 1,192 $2.3M
Daiwa Securities Group Inc. 0.01% Add +4.4% 1,180 $2.3M
Candriam S.C.A. 0.01% Reduce -30.6% 1,139 $2.2M
XTX Topco Ltd 0.03% Reduce -7.1% 1,121 $2.2M
Savant Capital, LLC 0.01% Add +100.9% 1,123 $2.2M
Voya Investment Management LLC 0.00% Reduce -10.0% 1,104 $2.2M
Boyar Asset Management Inc. 1.23% Reduce -5.0% 1,096 $2.1M
CI Investments Inc. 0.01% Add +0.4% 1,081 $2.1M
Blackstone Inc. 0.01% New 1,073 $2.1M
SG Americas Securities, LLC 0.00% Reduce -82.9% 1,025 $2.0M
Third View Private Wealth, LLC 0.25% Reduce -13.8% 1,019 $2.0M
Machina Capital S.A.S. 0.32% New 1,018 $2.0M
Annandale Capital, LLC 0.29% No change 1,012 $2.0M
Thrivent Financial for Lutherans 0.00% Add +133.4% 999 $2.0M
Cary Street Partners Financial LLC 0.04% Add +21.9% 987 $1.9M
Callan Family Office, LLC 0.04% Add +13.9% 981 $1.9M
Engineers Gate Manager LP 0.02% Add +27.5% 969 $1.9M
Oppenheimer & Co. Inc. 0.02% Add +0.9% 962 $1.9M
Gulf International Bank (UK) Ltd 0.04% Reduce -1.4% 958 $1.9M
Aquatic Capital Management LLC 0.06% Add +36.3% 957 $1.9M
Virtus Investment Advisers, LLC 0.43% Add +0.8% 951 $1.9M
Tactive Advisors, LLC 0.45% Add +6.2% 941 $1.8M
Pinnacle Financial Partners, Inc. 0.01% No change 937 $1.8M
Virtu Financial LLC 0.06% Reduce -34.5% 933 $1.8M
American Capital Advisory, LLC 0.66% No change 922 $1.8M
First National Advisers, LLC 0.25% Reduce -28.2% 905 $1.8M
Empowered Funds, LLC 0.01% Add +12.8% 900 $1.8M
Positano Wealth Management Ltd 0.95% Add +6815.4% 899 $1.8M
Voleon Capital Management LP 0.03% Reduce -28.4% 896 $1.7M
Orion Porfolio Solutions, LLC 0.01% Add +24.5% 880 $1.7M
Saudi Central Bank 0.02% Add +88.8% 878 $1.7M
OneAscent Financial Services LLC 0.08% Reduce -0.5% 866 $1.7M
TD Waterhouse Canada Inc. 0.00% Reduce -35.4% 873 $1.7M
ASR Vermogensbeheer N.V. 0.02% New 857 $1.7M
Waverly Advisors, LLC 0.01% Reduce -51.8% 855 $1.7M
Praxis Investment Management Inc. 0.09% No change 853 $1.7M
Inspire Investing, LLC 0.07% Add +14.9% 850 $1.7M
Axxcess Wealth Management, LLC 0.03% New 849 $1.7M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -68.0% 847 $1.7M
MASTERINVEST Kapitalanlage GmbH 0.14% No change 844 $1.6M
Strategent Financial, LLC 0.95% Add +4.1% 842 $1.6M
M&T Bank Corp 0.00% Reduce -3.3% 830 $1.6M
Nisa Investment Advisors, LLC 0.00% Add +7.5% 808 $1.6M
Investment Management Corp of Ontario 0.02% Reduce -11.1% 804 $1.6M
Allianz Asset Management GmbH 0.00% Add +5.0% 795 $1.6M
Kentucky Retirement Systems 0.04% New 786 $1.5M
Bank of Montreal 0.00% Reduce -73.2% 786 $1.5M
Fund Advisors of America Inc 1.39% Add +7.4% 785 $1.5M
Walleye Capital LLC 0.01% New 783 $1.5M
RKL Wealth Management LLC 0.12% No change 778 $1.5M
Mirabella Financial Services LLP 0.16% Add +152.1% 774 $1.5M
ExodusPoint Capital Management, LP 0.01% Reduce -89.2% 772 $1.5M
LGT Fund Management Co Ltd. 0.06% No change 767 $1.5M
Compass Ion Advisors, LLC 0.13% No change 765 $1.5M
Bank of Nova Scotia 0.00% Reduce -15.9% 757 $1.5M
CIBC Bancorp USA Inc. 0.00% Reduce -14.1% 749 $1.5M
Principle Wealth Partners LLC 0.07% No change 737 $1.4M
Denali Advisors LLC 0.14% Reduce -12.0% 732 $1.4M
J.W. Cole Advisors, Inc. 0.02% New 721 $1.4M
Jump Financial, LLC 0.01% New 717 $1.4M
Mediolanum International Funds Ltd 0.01% Reduce -63.0% 705 $1.4M
Diversify Advisory Services, LLC 0.02% New 681 $1.4M
Diversify Wealth Management, LLC 0.02% Reduce -0.7% 681 $1.4M
Credit Agricole S A 0.00% Add +10.5% 693 $1.4M
Annis Gardner Whiting Capital Advisors, LLC 0.20% Reduce -5.5% 690 $1.3M
English Capital Management LLC 0.64% Add +341.4% 8,347 $1.3M
OMERS ADMINISTRATION Corp 0.01% Add +12.1% 686 $1.3M
Maryland State Retirement & Pension System 0.02% Add +11.8% 685 $1.3M
Abn Amro Investment Solutions 0.01% Add +55.4% 682 $1.3M
Fruth Investment Management 0.32% No change 681 $1.3M
Kensington Investment Counsel, LLC 0.58% Reduce -2.2% 679 $1.3M
Anchyra Partners LLC 0.32% Reduce -1.7% 679 $1.3M
Convergence Financial, LLC 0.10% New 672 $1.3M
Kestra Advisory Services, LLC 0.00% Add +6.0% 667 $1.3M
RFG Advisory, LLC 0.02% No change 665 $1.3M
Horst & Graben Wealth Management LLC 0.17% No change 677 $1.3M
Schroder Investment Management Group 0.00% Reduce -2.1% 663 $1.3M
Bristlecone Value Partners, LLC 1.03% Add +0.8% 654 $1.3M
Summit Trail Advisors, LLC 0.02% Reduce -5.8% 653 $1.3M
Vident Advisory, LLC 0.01% Reduce -2.1% 647 $1.3M
Brevan Howard Capital Management LP 0.02% Reduce -17.3% 643 $1.3M
Clearstead Advisors, LLC 0.01% Reduce -64.4% 639 $1.2M
Sivia Capital Partners, LLC 0.15% New 633 $1.2M
Two Sigma Investments, LP 0.00% New 630 $1.2M
QRG Capital Management, Inc. 0.01% Add +13.2% 619 $1.2M
Lido Advisors, LLC 0.00% Add +61.7% 613 $1.2M
Carmel Capital Partners, LLC 0.40% Add +4.6% 612 $1.2M
Chevy Chase Trust Holdings, LLC 0.00% Add +2.0% 612 $1.2M
Parisi Gray Wealth Management 0.24% Reduce -1.0% 610 $1.2M
Trust Co. of Vermont 0.04% — 605 $1.2M
Shelter Ins Retirement Plan 1.16% No change 600 $1.2M
CIBC Asset Management Inc 0.00% Reduce -20.5% 597 $1.2M
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -41.8% 595 $1.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.13% Add +6.4% 580 $1.1M
Ostrum Asset Management 0.05% Add +12.2% 580 $1.1M
Concurrent Investment Advisors, LLC 0.01% Add +2.7% 571 $1.1M
Macquarie Group Ltd. 0.00% Reduce -9.2% 570 $1.1M
Keybank National Association 0.00% Reduce -7.8% 570 $1.1M
Amalgamated Bank 0.01% Reduce -36.3% 569 $1.1M
Sepio Capital, LP 0.06% No change 564 $1.1M
Hunter Associates Investment Management LLC 0.13% Add +37.5% 557 $1.1M
Sowell Financial Services LLC 0.03% Reduce -60.3% 543 $1.1M
iA Global Asset Management Inc. 0.01% Add +87.8% 537 $1.0M
Lakewood Asset Management LLC 0.58% No change 537 $1.0M
Gsa Capital Partners LLP 0.07% Reduce -22.1% 536 $1.0M
Resonant Capital Advisors, LLC 0.05% Add +1.5% 533 $1.0M
Gateway Investment Advisers LLC 0.01% Reduce -85.3% 523 $1.0M
Mission Wealth Management, LP 0.01% Add +13.3% 521 $1.0M
Lecap Asset Management Ltd. 0.44% Reduce -16.9% 520 $1.0M
Osmosis Investment Management UK Ltd 0.05% Reduce -42.0% 517 $1.0M
Principal Securities, Inc. 0.01% Reduce -0.4% 511 $998K
MCF Advisors LLC 0.04% No change 510 $996K
Royal Fund Management, LLC 0.08% No change 510 $996K
Sage Capital Advisors,llc 0.20% No change 500 $977K
Tableaux LLC 0.41% Reduce -3.1% 495 $967K
CenterBook Partners LP 0.05% Reduce -8.4% 488 $953K
TD Private Client Wealth LLC 0.02% Reduce -59.8% 488 $953K
Prudential Financial Inc. 0.00% Reduce -3.2% 486 $949K
Thompson Davis & Co., Inc. 0.56% Add +3.2% 482 $941K
Griffin Asset Management, Inc. 0.10% No change 480 $937K
MML Investors Services, LLC 0.00% Reduce -13.5% 479 $935K
Smithfield Trust Co 0.04% Reduce -4.2% 478 $932K
Caprock Group, LLC 0.02% Add +4.4% 472 $922K
Sheets Smith Wealth Management 0.09% New 471 $920K
Z3 Capital Partners, LLC 0.19% No change 464 $906K
Calamos Wealth Management LLC 0.03% Add +14.2% 459 $896K
WealthPlan Investment Management, LLC 0.04% Add +2.0% 452 $883K
Vestmark Advisory Solutions, Inc. 0.01% Add +15.3% 445 $869K
Anson Funds Management LP 0.08% New 441 $861K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 441 $861K
Fideuram Asset Management (Ireland) dac 0.02% New 457 $861K
Mgo One Seven LLC 0.01% Reduce -11.3% 439 $857K
Crestwood Advisors Group, LLC 0.01% Reduce -10.6% 438 $855K
Crestmont Private Wealth LLC 0.24% Reduce -2.9% 432 $844K
Avalon Trust Co 0.05% No change 429 $838K
PenderFund Capital Management Ltd. 0.37% Reduce -18.6% 421 $822K
Ruffer LLP 0.03% Add +2.7% 421 $821K
Perigon Wealth Management, LLC 0.01% Add +4.5% 420 $820K
Brave Asset Management Inc. 0.17% Reduce -4.6% 419 $818K
Frec Markets, Inc. 0.07% New 419 $818K
Hills Bank & Trust Co 0.03% No change 414 $809K
Private Advisor Group, LLC 0.00% Reduce -11.0% 414 $809K
Compound Planning, Inc. 0.02% Reduce -11.6% 412 $805K
Evergreen Capital Management LLC 0.01% Add +54.9% 409 $799K
Sterling Capital Management LLC 0.01% Reduce -3.1% 408 $797K
Avanza Fonder AB 0.02% No change 406 $793K
Rothschild Investment LLC 0.03% Add +594.8% 403 $787K
Oppenheimer Asset Management Inc. 0.01% Reduce -14.9% 401 $783K
Saybrook Capital 0.20% Add +100.0% 400 $781K
Allworth Financial LP 0.00% Add +24.1% 391 $763K
Gilbert & Cook, Inc. 0.09% Reduce -8.1% 387 $756K
Mangrove Partners Im, LLC 0.05% New 387 $756K
Citizens Financial Group Inc. 0.01% Add +80.0% 387 $756K
E. Ohman J:or Asset Management AB 0.02% No change 385 $752K
King Luther Capital Management Corp. 0.00% No change 384 $750K
Financial Security Advisor, Inc. 0.12% Reduce -4.3% 383 $748K
Greenleaf Trust 0.01% Add +24.8% 383 $748K
Farther Finance Advisors, LLC 0.01% Add +22.9% 375 $732K
Intrinsic Value Partners, LLC 0.50% Reduce -2.6% 373 $728K
West Family Investments, Inc. 0.21% New 373 $728K
Dynamic Technology Lab Private Ltd 0.16% New 372 $727K
North Dakota State Investment Board 0.03% Add +2.8% 370 $723K
Aptus Capital Advisors, LLC 0.01% Add +9.1% 370 $723K
Employees Retirement System of Texas 0.01% New 368 $719K
EP Wealth Advisors, LLC 0.00% Add +14.3% 367 $717K
Quadcap Wealth Management, LLC 0.07% Reduce -0.8% 365 $713K
Elm Partners Management LLC 0.03% No change 364 $711K
Rexford Capital Inc. 0.43% No change 362 $707K
Legacy Advisors, LLC 0.07% Reduce -0.3% 362 $707K
Shufro Rose & Co. LLC 0.04% New 360 $703K
UniSuper Management Pty Ltd 0.00% Add +63.6% 360 $703K
Inlet Private Wealth, LLC 0.17% Add +39.1% 356 $695K
Taylor Hoffman Capital Management LLC 0.17% Add +4.7% 356 $695K
Allstate Corp. 0.01% Reduce -76.5% 354 $691K
Linden Thomas Advisory Services, LLC 0.06% No change 352 $687K
Cross Staff Investments Inc 0.38% No change 350 $684K
Advisors Capital Management, LLC 0.01% Add +78.5% 348 $680K
Founders Capital Management, LLC 0.10% No change 346 $676K
Steelhead Wealth Management LLC 0.27% Add +2.7% 346 $675K
OneDigital Investment Advisors LLC 0.01% Add +6.8% 343 $670K
Prudential PLC 0.00% No change 339 $662K
Elevation Point Wealth Partners, LLC 0.01% Add +13.8% 338 $660K
STRS Ohio 0.00% Add +12.1% 334 $652K
Marks Group Wealth Management, Inc 0.06% Reduce -5.4% 333 $650K
Wealthspire Advisors, LLC 0.00% Add +47.1% 328 $641K
Winthrop Advisory Group LLC 0.04% No change 327 $639K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -0.6% 326 $637K
Generali Investments CEE, investicni spolecnost, a.s. 0.03% No change 325 $635K
Beacon Investment Advisors LLC 0.20% Reduce -0.3% 322 $630K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +1.9% 318 $621K
Ironwood Investment Management LLC 0.21% Add +67.5% 315 $615K
Parsons Capital Management Inc. 0.03% Add +28.8% 313 $611K
Am Investment Strategies LLC 0.12% New 309 $603K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -27.8% 307 $600K
Victrix Investment Advisors 0.25% Reduce -1.3% 306 $598K
Boothbay Fund Management, LLC 0.01% Reduce -29.2% 306 $598K
Guardian Wealth Advisors, LLC / NC 0.03% Add +11.4% 302 $590K
Verdence Capital Advisors LLC 0.03% Reduce -3.2% 300 $586K
Vise Technologies, Inc. 0.01% Reduce -11.2% 285 $556K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Reduce -2.4% 284 $555K
Natixis 0.00% Reduce -57.8% 283 $553K
Flagstone Financial Management 0.12% Add +11.0% 282 $551K
Allen Mooney & Barnes Investment Advisors LLC 0.08% Reduce -5.0% 282 $551K
Maridea Wealth Management LLC 0.06% No change 282 $551K
Madison Asset Management, LLC 0.01% Add +0.7% 281 $549K
IHT Wealth Management, LLC 0.01% Reduce -2.5% 279 $545K
Intellectus Partners, LLC 0.09% No change 277 $541K
Merit Financial Group, LLC 0.00% Add +57.7% 276 $539K
AdvisorNet Financial, Inc 0.02% Reduce -3.5% 274 $535K
Leavell Investment Management, Inc. 0.02% No change 272 $531K
NBT Bank, N.A. 0.03% No change 270 $527K
Arax Advisory Partners 0.00% Add +1315.8% 269 $525K
NewEdge Wealth, LLC 0.01% Add +28.7% 269 $525K
Magnolia Private Wealth, LLC 0.29% Reduce -2.9% 268 $523K
Dala Group, LLC 0.43% Reduce -37.9% 267 $521K
First Nebraska Trust Co 0.04% New 264 $516K
Coldstream Capital Management Inc. 0.01% Add +96.3% 263 $514K
Tritonpoint Wealth, LLC 0.05% Reduce -0.8% 260 $508K
Tower Research Capital LLC (TRC) 0.01% Add +1200.0% 260 $508K
Yousif Capital Management, LLC 0.01% Reduce -2.6% 259 $506K
TritonPoint Partners, LLC 0.04% New 258 $504K
Cresset Asset Management, LLC 0.00% Add +9.9% 255 $498K
United Capital Financial Advisors, LLC 0.00% Reduce -18.3% 254 $496K
Integrated Wealth Concepts LLC 0.00% Add +10.5% 252 $493K
Numerai GP LLC 0.04% New 252 $492K
Destination Wealth Management 0.01% Add +0.8% 252 $492K
Fox Run Management, L.L.C. 0.08% New 251 $490K
FJ Capital Management LLC 0.06% Add +24.3% 251 $490K
Dover Advisors, LLC 0.20% Add +0.9% 228 $490K
Norman Fields, Gottscho Capital Management, LLC 0.15% No change 250 $488K
Trustmark Bank Trust Department 0.03% No change 250 $488K
Blueshift Asset Management, LLC 0.11% Add +47.9% 250 $488K
Havemeyer Place LP 0.05% Add +40.9% 248 $484K
Independent Advisor Alliance 0.01% No change 247 $482K
World Investment Advisors 0.01% Reduce -8.4% 250 $479K
Fisher Asset Management 0.00% Reduce -5.8% 242 $473K
Trust Point Inc. 0.04% Reduce -35.2% 241 $471K
Westwood Holdings Group Inc. 0.00% New 241 $471K
Berkshire Asset Management LLC 0.02% No change 239 $467K
Elgethun Capital Management 0.06% Reduce -1.3% 235 $459K
GAMMA Investing LLC 0.02% Add +26.3% 235 $459K
Kestra Private Wealth Services, LLC 0.01% Reduce -22.9% 235 $459K
Arkadios Wealth Advisors 0.01% Add +8.9% 232 $453K
Stephens Inc. 0.01% Reduce -0.9% 229 $447K
Chicago Partners Investment Group LLC 0.01% Add +51.3% 227 $445K
Vestcor Inc 0.01% No change 227 $443K
Roehl & Yi Investment Advisors, LLC 0.15% Reduce -1.3% 226 $441K
Old National Bancorp 0.01% Add +45.8% 226 $441K
Allen Capital Group, LLC 0.04% Reduce -4.7% 224 $437K
Legacy Capital Wealth Partners, LLC 0.08% No change 220 $430K
Heartwood Wealth Advisors LLC 0.03% Add +13.4% 220 $430K
Dakota Wealth Management 0.01% Reduce -5.2% 219 $428K
PFG Investments, LLC 0.02% Add +22.4% 219 $428K
Signaturefd, LLC 0.01% Add +16.6% 218 $426K
Moneta Group Investment Advisors LLC 0.00% Reduce -10.2% 212 $414K
Hengehold Capital Management LLC 0.03% Reduce -21.9% 211 $412K
Cascades Capital Asset Management, LLC 0.15% No change 211 $412K
Studio Investment Management LLC 0.07% No change 210 $410K
TCW Group Inc. 0.00% Add +5.6% 208 $406K
Brighton Jones LLC 0.01% Add +20.7% 204 $398K
Evercore Wealth Management, LLC 0.01% No change 203 $396K
Prime Capital Investment Advisors, LLC 0.00% Reduce -32.0% 202 $395K
MetLife Investment Management, LLC 0.00% Reduce -36.9% 202 $395K
Harbor Capital Advisors, Inc. 0.03% No change 201 $393K
Carnegie Lake Advisors LLC 0.15% No change 200 $391K
Bay Rivers Group 0.13% Reduce -11.1% 200 $391K
Bourgeon Capital Management LLC 0.06% No change 200 $391K
Canal Capital Management, LLC 0.05% No change 200 $391K
Level Four Advisory Services, LLC 0.01% Add +5.8% 200 $391K
Fieldview Capital Management, LLC 0.11% Reduce -83.9% 198 $387K
Aster Capital Management (DIFC) Ltd 0.08% Add +1047.1% 195 $381K
Baker Tilly Wealth Management, LLC 0.08% Reduce -8.1% 194 $379K
Founders Grove Wealth Partners, LLC 0.08% No change 193 $377K
Choate Investment Advisors 0.01% No change 192 $375K
Focused Alpha, LLC 0.10% New 191 $373K
Western Wealth Management, LLC 0.01% Reduce -4.0% 191 $373K
Motley Fool Asset Management LLC 0.01% Reduce -4.5% 190 $371K
Howland Capital Management LLC 0.01% Add +0.5% 190 $371K
Salomon & Ludwin, LLC 0.03% Reduce -0.5% 192 $368K
One Wealth Advisors, LLC 0.04% No change 188 $367K
Vontobel Holding Ltd. 0.00% No change 187 $365K
RMR Capital Management, LLC 0.25% No change 186 $363K
Mills Wealth Advisors LLC 0.11% Reduce -0.5% 186 $363K
Glenmede Trust Co. NA 0.00% Reduce -3.1% 186 $363K
Hara Capital LLC 0.19% No change 184 $359K
Geneos Wealth Management Inc. 0.01% Add +10.8% 184 $359K
Traphagen Investment Advisors LLC 0.03% No change 182 $355K
Acima Private Wealth, LLC 0.10% Reduce -7.7% 180 $352K
Manchester Financial Inc. 0.06% Reduce -2.2% 180 $352K
Argonautica Private Wealth Management, Inc. 0.09% No change 179 $350K
Siemens Fonds Invest GmbH 0.02% Add +1.1% 179 $350K
Advisory Services Network, LLC 0.00% Reduce -0.6% 178 $348K
Huntington National Bank 0.00% Reduce -7.3% 177 $346K
Fiduciary Financial Advisors 0.03% New 176 $344K
Capital Asset Advisory Services LLC 0.01% No change 176 $344K
Hamilton Capital, LLC 0.02% No change 175 $342K
Sierra Legacy Group 0.26% Add +46.2% 174 $340K
Aaron Wealth Advisors LLC 0.02% Add +3.0% 174 $340K
Cobblestone Asset Management LLC 0.14% New 172 $336K
R Squared Ltd 0.17% New 170 $332K
Isthmus Partners, LLC 0.03% No change 170 $332K
Tocqueville Asset Management L.P. 0.00% No change 170 $332K
Fidelis Capital Partners, LLC 0.02% Add +10.8% 164 $320K
MQS Management LLC 0.39% Reduce -51.3% 163 $318K
MBL Wealth, LLC 0.02% Add +8.7% 162 $316K
Two Sigma Securities, LLC 0.03% New 160 $312K
Gabelli Funds LLC 0.00% Reduce -14.4% 160 $312K
Wellington Shields & Co., LLC 0.07% No change 159 $311K
Virtue Capital Management, LLC 0.04% No change 159 $311K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -1.2% 159 $311K
Park Avenue Securities LLC 0.00% Add +20.6% 158 $309K
Lodestone Wealth Management LLC 0.11% Add +4.6% 158 $309K
Polymer Capital Management (US) LLC 0.05% Add +23.6% 157 $307K
Equitable Trust Co. 0.01% No change 157 $307K
Nicholas Hoffman & Company, LLC. 0.01% New 156 $305K
JGP Wealth Management, LLC 0.03% Add +2.0% 155 $303K
Investidor Profissional Gestao de Recursos Ltda. 0.18% New 155 $303K
Foster Victor Wealth Advisors, LLC 0.02% New 150 $291K
Godshalk Welsh Capital Management, Inc. 0.16% No change 148 $289K
Cove Private Wealth, LLC 0.06% Add +14.7% 148 $289K
LMR Partners LLP 0.00% New 147 $287K
Equitable Holdings, Inc. 0.00% Reduce -55.0% 147 $287K
SeaBridge Investment Advisors LLC 0.04% Reduce -3.3% 146 $285K
Regions Financial Corp. 0.00% Reduce -21.9% 146 $285K
Arkfeld Wealth Strategies, L.L.C. 0.09% New 144 $285K
Allspring Global Investments Holdings, LLC 0.00% New 149 $285K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -12.1% 145 $283K
Conestoga Capital Advisors, LLC 0.01% No change 145 $283K
New York Life Investment Management LLC 0.00% Reduce -1.4% 145 $283K
Lombard Odier Asset Management (Switzerland) SA 0.01% No change 144 $281K
Savvy Advisors, Inc. 0.01% Add +16.1% 144 $281K
Thoroughbred Financial Services, LLC 0.01% No change 144 $281K
Accretive Wealth Partners, LLC 0.07% No change 143 $279K
Bluespring Wealth Management, LLC 0.01% New 143 $279K
Wills Financial Group LLC 0.10% No change 142 $277K
Beacon Financial Planning, Inc. 0.09% Add +0.7% 142 $277K
Indivisible Partners 0.02% No change 142 $277K
Cadent Capital Advisors, LLC 0.06% No change 140 $273K
Northwest Quadrant Wealth Management, LLC 0.05% No change 140 $273K
Cathy Pareto & Associates, Inc. 0.16% Reduce -2.1% 139 $271K
MainStreet Investment Advisors LLC 0.04% Reduce -10.3% 139 $271K
Tuttle Capital Management, LLC 0.18% New 138 $270K
Burke & Herbert Bank & Trust Co. 0.07% New 138 $270K
StoneX Group Inc. 0.01% Reduce -41.3% 138 $270K
Ballast, Inc. 0.05% Reduce -4.2% 137 $268K
Landscape Capital Management, L.L.C. 0.02% Reduce -4.9% 137 $268K
Roberts Glore & Co. Inc. 0.07% Add +13.2% 137 $268K
Aprio Wealth Management, LLC 0.01% Reduce -2.9% 135 $264K
Brown Brothers Harriman & Co. 0.00% Reduce -1.5% 135 $264K
Atticus Wealth Management, LLC 0.06% Add +0.8% 134 $262K
Strive Financial Group ,LLC 0.11% Add +8.9% 134 $262K
Anchor Investment Management, LLC 0.02% Reduce -42.2% 134 $262K
Dana Investment Advisors, Inc. 0.01% No change 134 $262K
Williams Jones Wealth Management, LLC. 0.00% New 134 $262K
Wedmont Private Capital 0.01% Add +13.7% 133 $259K
Sterling Investment Counsel, LLC 0.06% Add +15.8% 132 $258K
Focus Partners Advisor Solutions, LLC 0.00% New 132 $258K
Fiduciary Trust Co 0.00% Reduce -2.2% 131 $256K
Murphy & Mullick Capital Management Corp 0.16% No change 131 $256K
Adkins Seale Capital Management LLC 0.23% No change 130 $254K
First Citizens Bank & Trust Co. 0.00% No change 129 $252K
Summit Financial, LLC 0.00% Add +20.6% 129 $252K
Quadrant Capital Group LLC 0.01% Reduce -10.5% 128 $250K
Harbour Investments, Inc. 0.00% Add +2.4% 128 $250K
Cambria Investment Management, L.P. 0.01% No change 126 $246K
Oak Asset Management, LLC 0.08% Add +13.6% 125 $244K
Astoria Portfolio Advisors LLC. 0.04% No change 125 $244K
Farmers & Merchants Investments Inc. 0.01% No change 125 $244K
Genesis Private Wealth, LLC 0.07% Add +2.5% 124 $242K
Atlas Capital Advisors Inc. 0.03% Add +520.0% 124 $242K
Pallas Capital Advisors LLC 0.01% New 123 $240K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +30.9% 123 $240K
Valeo Financial Advisors, LLC 0.01% New 122 $238K
AlphaCore Capital LLC 0.00% New 122 $238K
Mutual of America Capital Management LLC 0.00% New 122 $238K
Ballentine Partners, LLC 0.00% Add +2.5% 121 $236K
Dimension Capital Management LLC 0.03% No change 120 $234K
Golden State Wealth Management, LLC 0.02% No change 120 $234K
First Financial Bank - Trust Division 0.02% No change 120 $234K
Krilogy Financial LLC 0.01% New 120 $234K
Evolve Private Wealth, LLC 0.01% Reduce -40.1% 118 $230K
Barrett & Company, Inc. 0.06% Add +875.0% 117 $229K
Beacon Financial Group 0.02% Reduce -14.0% 117 $229K
B. Riley Wealth Advisors, Inc. 0.01% Add +3.6% 116 $227K
Woodmont Investment Counsel LLC 0.01% New 116 $227K
OpenArc Corporate Advisory, LLC 0.00% No change 116 $227K
Cigna Investments Inc. 0.03% No change 116 $226K
Pettyjohn, Wood & White, Inc. 0.03% No change 115 $225K
Guyasuta Investment Advisors Inc. 0.01% No change 115 $225K
Great Lakes Advisors, LLC 0.00% Reduce -89.9% 115 $225K
Ironwood Financial, llc 0.04% No change 114 $224K
Waterloo Capital, L.P. 0.01% Add +8.6% 114 $223K
Grandfield & Dodd, LLC 0.01% Add +2.7% 113 $221K
Zhang Financial LLC 0.01% No change 113 $221K
TCV Trust & Wealth Management, Inc. 0.02% No change 113 $221K
Baker Avenue Asset Management, LP 0.00% New 112 $219K
Checchi Capital Advisers, LLC 0.01% Reduce -9.8% 111 $216K
Stratos Wealth Partners, LTD. 0.00% No change 110 $215K
Bolthouse Investments, LLC 0.17% New 110 $215K
ABLE Financial Group, LLC 0.04% No change 110 $215K
AE Wealth Management LLC 0.00% Add +2.8% 110 $215K
RiverFront Investment Group, LLC 0.00% New 109 $213K
Assetmark, Inc. 0.00% Add +172.5% 109 $213K
Panagora Asset Management Inc. 0.00% No change 108 $211K
Sagespring Wealth Partners, LLC 0.00% Reduce -17.7% 107 $209K
LexAurum Advisors, LLC 0.02% New 106 $207K
Cyndeo Wealth Partners, LLC 0.01% New 106 $207K
Baron Wealth Management LLC 0.05% Reduce -23.9% 105 $205K
Stenger Family Office, LLC 0.03% Reduce -1.9% 105 $205K
Kera Capital Partners, Inc. 0.02% Reduce -1.9% 105 $205K
Narwhal Capital Management 0.01% No change 105 $205K
Dynamic Advisor Solutions LLC 0.01% Reduce -3.7% 105 $205K
Hardin Capital Partners, LLC 0.09% New 104 $203K
Cura Wealth Advisors, LLC 0.09% New 104 $203K
Quotient Wealth Partners, LLC 0.00% New 103 $201K
IFG Advisory, LLC 0.01% New 102 $199K
Walleye Trading LLC 0.00% New 101 $197K
Cary Street Partners Investment Advisory LLC 0.04% Reduce -7.5% 99 $193K
Smartleaf Asset Management LLC 0.01% No change 95 $186K
BOK Financial Private Wealth, Inc. 0.01% No change 91 $178K
Cassaday & Co Wealth Management LLC 0.00% Reduce -13.9% 87 $170K
International Assets Investment Management, LLC 0.01% Reduce -2.3% 87 $170K
Colonial Trust Advisors 0.01% No change 85 $166K
Marquette Asset Management, LLC 0.02% Add +2.4% 84 $164K
FIL Ltd 0.00% Reduce -4.5% 84 $164K
Evolution Advisers, Inc. 0.06% Add +1.3% 79 $154K
Leonteq Securities AG 0.01% Add +22.2% 77 $150K
EverSource Wealth Advisors, LLC 0.01% Reduce -22.2% 77 $150K
Signature Equity Partners, LLC 0.07% No change 75 $146K
Stone House Investment Management, LLC 0.02% New 75 $146K
UMB Bank, n.a. 0.00% Reduce -1.3% 74 $145K
Penserra Capital Management LLC 0.00% Add +7.6% 71 $138K
IFP Advisors, Inc 0.00% Reduce -1.4% 70 $137K
Global Retirement Partners, LLC 0.00% — 70 $137K
JTC Employer Solutions Trustee Ltd 0.01% No change 70 $136K
Larson Financial Group LLC 0.00% No change 67 $131K
Essential Partners LLC 0.05% Add +335.7% 61 $119K
Quarry LP 0.02% Reduce -59.9% 61 $119K
Blue Trust, Inc. 0.00% Reduce -33.3% 58 $112K
Los Angeles Capital Management LLC 0.00% Reduce -87.4% 56 $109K
Versant Capital Management, Inc 0.01% Add +34.1% 55 $107K
Covestor Ltd 0.06% Add +12.5% 54 $106K
Quent Capital, LLC 0.01% Add +6.0% 53 $104K
Capital Analysts, LLC 0.00% No change 52 $102K
SouthState Bank Corp 0.00% Reduce -1.9% 52 $102K
Beacon Investment Advisory Services, Inc. 0.00% Add +2.0% 51 $100K
Banque Transatlantique SA 0.00% No change 51 $100K
Prestige Wealth Management Group LLC 0.02% No change 50 $98K
Crewe Advisors LLC 0.01% No change 50 $98K
Evermay Wealth Management LLC 0.01% No change 49 $96K
Park Place Capital Corp 0.01% Add +130.0% 46 $90K
Ossiam 0.00% New 45 $88K
Colonial Trust Co / SC 0.01% Reduce -60.2% 43 $84K
Kelleher Financial Advisors 0.01% Add +100.0% 40 $78K
Oakworth Capital, Inc. 0.00% No change 40 $77K
Commonwealth Retirement Investments LLC 0.02% New 36 $70K
Eastern Bank 0.00% No change 36 $70K
Tobam 0.02% New 36 $70K
Vestor Capital, LLC 0.00% New 313 $69K
Bokf, NA 0.00% Add +25.0% 35 $68K
Compagnie Lombard Odier SCmA 0.00% Add +16.7% 35 $68K
Maryland Capital Advisors Inc. 0.02% — 32 $62K
Deseret Mutual Benefit Administrators 0.02% No change 32 $62K
Buck Wealth Strategies, LLC 0.01% New 32 $62K
Whittier Trust Co. 0.00% No change 31 $61K
SBI Securities Co., Ltd. 0.00% Add +29.2% 31 $61K
Citizens National Bank Trust Department 0.01% No change 30 $59K
Mather Group, Llc. 0.00% Add +11.1% 30 $59K
Mirae Asset Global Investments Co., Ltd. 0.00% No change 29 $57K
Boyd Watterson Asset Management LLC 0.01% No change 28 $55K
Keating Financial Advisory Services, Inc. 0.01% Add +16.7% 28 $55K
Horizon Financial Services, LLC 0.02% New 27 $53K
CVA Family Office, LLC 0.00% Reduce -3.7% 26 $51K
Delta Asset Management LLC 0.00% No change 26 $51K
Security National Bank of So Dak 0.02% New 23 $45K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 23 $45K
Silicon Valley Capital Partners 0.00% Add +283.3% 23 $45K
Parkside Financial Bank & Trust 0.00% Add +22.2% 22 $43K
True Wealth Design, LLC 0.01% Add +75.0% 21 $41K
NFSG Corp 0.01% No change 21 $41K
Toth Financial Advisory Corp. 0.00% No change 20 $39K
St Germain D J Co. Inc. 0.00% No change 20 $39K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% Reduce -66.7% 20 $39K
Private Wealth Management Group, LLC 0.01% No change 19 $37K
JFS Wealth Advisors, LLC 0.00% No change 17 $33K
Chilton Capital Management LLC 0.00% No change 17 $33K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 17 $33K
GW&K Investment Management, LLC 0.00% Add +54.5% 17 $33K
TIAA Wealth Investment Management LLC 0.00% Add +23.1% 16 $31K
SIMA Wealth Partners, LLC 0.02% No change 16 $31K
Pin Oak Investment Advisors Inc. 0.02% No change 16 $31K
Basepoint Wealth LLC 0.02% No change 15 $29K
Measured Wealth Private Client Group, LLC 0.01% No change 15 $29K
First Command Advisory Services, Inc. 0.00% Add +87.5% 15 $29K
Virginia Estate & Retirement Planning Advisors Inc. 0.03% No change 14 $27K
Cedar Mountain Advisors, LLC 0.00% No change 14 $27K
Sittner & Nelson, LLC 0.01% No change 13 $25K
Basecamp Wealth Advisors LLC 0.00% Reduce -7.1% 13 $25K
LRI Investments, LLC 0.00% New 13 $25K
Valley National Advisers Inc. 0.00% No change 12 $23K
Adirondack Trust Co. 0.01% No change 12 $23K
City Holding Co. 0.00% Reduce -50.0% 12 $23K
Lanark Financial, Inc. 0.00% Reduce -14.3% 12 $23K
Bruce G. Allen Investments, LLC 0.01% No change 11 $21K
Gables Capital Management Inc. 0.01% No change 11 $21K
MTM Investment Management, LLC 0.01% No change 11 $21K
Fortitude Family Office, LLC 0.00% Add +57.1% 11 $21K
Private Wealth Asset Management, LLC 0.00% Add +266.7% 11 $21K
Zions Bancorporation, National Association 0.00% Add +10.0% 11 $21K
Hantz Financial Services, Inc. 0.00% No change 11 $21K
Capital Advisors, Ltd. LLC 0.00% No change 10 $20K
Asset Dedication, LLC 0.00% Add +233.3% 10 $20K
Hilltop National Bank 0.00% No change 10 $20K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +100.0% 10 $20K
BNP Paribas 0.00% Reduce -58.3% 10 $20K
NBH Bank 0.01% — 9 $18K
Pinnacle Bancorp, Inc. 0.00% No change 9 $18K
Rosenberg Matthew Hamilton 0.00% No change 9 $18K
GoalVest Advisory LLC 0.00% No change 9 $18K
Bogart Wealth, LLC 0.00% Reduce -30.8% 9 $18K
Clearstead Trust, LLC 0.00% Add +33.3% 8 $16K
Johnson Financial Group, Inc. 0.00% No change 8 $16K
Private Trust Co. NA 0.00% Reduce -20.0% 8 $16K
Frazier Financial Advisors, LLC 0.01% No change 7 $14K
Legacy Bridge, LLC 0.00% No change 7 $14K
Bell Investment Advisors, Inc 0.00% Add +75.0% 7 $14K
Physician Wealth Advisors, Inc. 0.00% New 7 $14K
Truvestments Capital LLC 0.00% No change 7 $14K
Creative Financial Designs Inc. 0.00% No change 7 $14K
Entrust Financial LLC 0.01% No change 6 $12K
Owl Creek Wealth Partners LLC 0.00% Reduce -45.5% 6 $12K
Burkett Financial Services, LLC 0.00% New 6 $12K
Elevation Wealth Partners, LLC 0.00% New 5 $10K
Cranbrook Wealth Management, LLC 0.00% No change 5 $10K
SJS Investment Consulting Inc. 0.00% Add +150.0% 5 $10K
Boreal Capital Management LLC 0.01% No change 5 $10K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% New 5 $10K
Cromwell Holdings LLC 0.00% Add +150.0% 5 $10K
Ameriflex Group, Inc. 0.00% New 5 $10K
SRH Advisors, LLC 0.00% No change 5 $10K
Kemnay Advisory Services Inc. 0.00% No change 5 $10K
SHP Wealth Management 0.00% Add +150.0% 5 $10K
High Point Wealth Management, LLC 0.01% No change 4 $8K
Silver Grove Financial Group, Inc. 0.00% New 4 $8K
Carolina Wealth Advisors, LLC 0.00% No change 4 $8K
Burk Holdings LLC 0.00% No change 4 $8K
Meeder Asset Management Inc. 0.00% New 4 $8K
Federated Hermes, Inc. 0.00% Add +300.0% 4 $8K
Rialto Wealth Management, LLC 0.00% Add +200.0% 3 $6K
MV Capital Management, Inc. 0.00% Reduce -50.0% 3 $6K
LGT Financial Advisors LLC 0.03% Reduce -25.0% 3 $6K
Sunrise Financial Services, LLC 0.00% No change 3 $6K
Creative Capital Management Investments LLC 0.00% New 3 $6K
West Paces Advisors Inc. 0.00% New 3 $6K
Wealth Enhancement Trust Services, Inc. 0.00% New 3 $6K
TD Capital Management LLC 0.00% No change 3 $6K
Ogorek Anthony Joseph /NY/ 0.00% No change 3 $5K
CX Institutional 0.00% Reduce -66.7% 2 $4K
Sachetta, LLC 0.00% No change 2 $4K
Kilter Group LLC 0.00% Add +100.0% 2 $4K
Cornerstone Financial Management LLC 0.00% Add +100.0% 2 $4K
LifeSteps Financial, Inc. 0.00% New 2 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 2 $4K
Hughes Financial Services, LLC 0.00% New 2 $4K
Continuum Advisory, LLC 0.00% New 2 $4K
Valued Wealth Advisors LLC 0.00% New 1 $2K
HFM Investment Advisors, LLC 0.00% New 1 $2K
Manchester Capital Management LLC 0.00% No change 1 $2K
1015 Capital Partners, LLC 0.00% No change 1 $2K
Axiom Investment Management LLC 0.00% New 1 $2K
Torren Management, LLC 0.00% No change 1 $2K
Tounjian Advisory Partners, LLC 0.00% New 1 $2K
Costello Asset Management, INC 0.00% New 1 $2K
Wilkerson Advisory Group LLC 0.00% New 1 $2K
Highline Wealth Partners LLC 0.00% Reduce -66.7% 1 $2K
Transamerica Financial Advisors, LLC 0.00% New 1 $2K
Raffa Wealth Management, LLC 0.00% No change 1 $2K
Guardian Partners Inc. 0.00% New 1 $2K
Nemes Rush Group LLC 0.00% No change 1 $2K
First Horizon Corp. 0.00% No change 1 $2K
North Star Investment Management Corp. 0.00% No change 1 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1 $2K
Navigoe, LLC 0.00% New 1 $1K
Banque Cantonale Vaudoise 0.00% Add +100.0% 64 $125

"% of holder's portfolio" is MKL's weight in each manager's 13F, not the share of Markel Group Inc. the manager owns.