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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
351
Checchi Capital Advisers
California
$150K +$144K +168 New
CBT
352
Central Bank & Trust
Kentucky
$134K – – –
NEAM
353
New England Asset Management
Connecticut
$134K – – –
TCOV
354
Trust Company of Vermont
Vermont
$126K – – –
LWM
355
LBA Wealth Management
Florida
$125K -$120K -140 -50%
VVP
356
Vulcan Value Partners
Alabama
$123K +$119K +138 New
NFG
357
Next Financial Group
Texas
$121K +$10.3K +12 +10%
Lazard Asset Management
358
Lazard Asset Management
New York
$102K – – –
NIPH
359
NN Investment Partners Holdings
Netherlands
$89K +$86K +100 New
GWM
360
Geneos Wealth Management
Colorado
$79K +$75.6K +88 New
Toronto Dominion Bank
361
Toronto Dominion Bank
Ontario, Canada
$69K +$66.2K +77 New
TAF
362
Tredje AP-fonden
Sweden
$67K +$60.2K +70 New
TWA
363
TCI Wealth Advisors
Arizona
$58K +$860 +1 +2%
Northwestern Mutual Wealth Management
364
Northwestern Mutual Wealth Management
Wisconsin
$56K -$18.9K -22 -26%
CHC
365
City Holding Co
West Virginia
$53K +$53.3K +62 New
CFA
366
Carroll Financial Associates
North Carolina
$50K -$26.6K -31 -35%
HCM
367
Highlander Capital Management
New Jersey
$45K – – –
KLI
368
Kelman-Lazarov Inc
Tennessee
$45K +$43K +50 New
DOA
369
D'Orazio & Associates
Virginia
$44K +$43K +50 New
HPBT
370
High Point Bank & Trust
North Carolina
$40K +$38.7K +45 New
SBL
371
Sargent Bickham Lagudis
Colorado
$40K +$38.7K +45 New
VIA
372
Vantage Investment Advisors
Pennsylvania
$38K – – –
SAMC
373
Shinko Asset Management Company
Japan
$35K – – –
MFS
374
MSI Financial Services
Massachusetts
$34K +$5.16K +6 +19%
BFEC
375
Benjamin F. Edwards & Company
Missouri
$31K – – –