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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
376
Carroll Financial Associates
North Carolina
$56K – – –
IIC
377
Integrated Investment Consultants
Michigan
$54K +$17.8K +20 +50%
KLI
378
Kelman-Lazarov Inc
Tennessee
$45.2K – – –
DOA
379
D'Orazio & Associates
Virginia
$45K – – –
HCM
380
Highlander Capital Management
New Jersey
$45K – – –
BTIS
381
BB&T Investment Services
North Carolina
$45K +$44.6K +50 New
HPBT
382
High Point Bank & Trust
North Carolina
$41K – – –
SBL
383
Sargent Bickham Lagudis
Colorado
$41K – – –
AC
384
Alexandria Capital
Virginia
$41K +$22.3K +25 +125%
VIA
385
Vantage Investment Advisors
Pennsylvania
$39K – – –
FPFS
386
First Personal Financial Services
North Carolina
$37K – – –
MIC
387
MU Investments Company
Japan
$36K -$17.8K -20 -33%
ACS
388
Archford Capital Strategies
Illinois
$36K – – –
NSIM
389
North Star Investment Management
Illinois
$31K +$8.92K +10 +42%
TWA
390
TCI Wealth Advisors
Arizona
$30K -$28.5K -32 -49%
GT
391
Glenmede Trust
Pennsylvania
$27K – – –
CCM
392
Cribstone Capital Management
Maine
$23K – – –
JFGIW
393
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K – – –
PMFA
394
Plante Moran Financial Advisors
Michigan
$22K -$89.2K -100 -81%
PVH
395
Psagot Value Holdings
Israel
$21K – – –
DSC
396
Duncker Streett & Co
Missouri
$19K – – –
PCM
397
Penserra Capital Management
California
$19K +$1.78K +2 +10%
JCM
398
Jacobi Capital Management
Pennsylvania
$18K – – –
SSB
399
Sandy Spring Bank
Maryland
$18K – – –
WC
400
Whitnell & Co
Illinois
$16K +$16K +18 New
14 15
16
17 18