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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
ATC
326
Adirondack Trust Company
New York
$4K – – –
SA
327
SRH Advisors
Kansas
$4K – – –
IWMPD
328
Integrated Wealth Management (Palm Desert)
California
$2K +$1.55K +2 New
ASN
329
Advisory Services Network
Georgia
$2K +$2.33K +3 New
BCM
330
Brookstone Capital Management
Illinois
$1K +$778 +1 New
RWM
331
Raffa Wealth Management
District of Columbia
$801 – – –
LCP
332
LGT Capital Partners
Switzerland
– -$923K -1,200 Closed
PCM
333
Price Capital Management
Louisiana
– -$724K -942 Closed
SIC
334
Schwartz Investment Counsel
Michigan
– -$615K -800 Closed
Creative Planning
335
Creative Planning
Kansas
– -$549K -714 Closed
CIC
336
Chilton Investment Company
Connecticut
– -$236K -307 Closed
AP
337
AHL Partners
United Kingdom
– -$215K -279 Closed
PSI
338
Pinnacle Summer Investments
Virginia
– -$206K -268 Closed
GS
339
GAM Systematic
United Kingdom
– -$171K -222 Closed
Fuller & Thaler Asset Management
340
Fuller & Thaler Asset Management
California
– -$115K -150 Closed
IWC
341
Integrated Wealth Counsel
California
– -$52K -68 Closed
HCM
342
Highlander Capital Management
New Jersey
– -$38K -50 Closed
MA
343
MUFG Americas
New York
– -$21K -27 Closed
AIM
344
Advantage Investment Management
Iowa
– -$8K -10 Closed
ST
345
Spot Trading
Illinois
– -$5K -6 Closed
TIM
346
Tortoise Investment Management
New York
– -$2K -3 Closed
EFSCE
347
Enterprise Financial Services Corp (EFSC)
Missouri
– -$1K -1 Closed