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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
376
FineMark National Bank & Trust
Florida
$224K -$27.3K -25 -11%
FCI
377
Financial Counselors Inc
Kansas
$219K – – –
STA
378
Summit Trail Advisors
New York
$217K +$212K +194 New
TTWM
379
TCV Trust & Wealth Management
Virginia
$216K – – –
AA
380
Ancora Advisors
Ohio
$215K – – –
VFA
381
Voya Financial Advisors
Connecticut
$206K -$4.37K -4 -2%
HB
382
Homrich & Berg
Georgia
$203K +$195K +178 New
CI
383
Cigna Investments
Connecticut
$201K +$192K +176 New
BWA
384
BDO Wealth Advisors
Florida
$194K – – –
CBT
385
Central Bank & Trust
Kentucky
$171K – – –
CPA
386
Cowen Prime Advisors
New York
$171K – – –
NEAM
387
New England Asset Management
Connecticut
$171K – – –
Simplex Trading
388
Simplex Trading
Illinois
$168K +$99.5K +91 +160%
WOC
389
West Oak Capital
California
$148K – – –
Twin Tree Management
390
Twin Tree Management
Texas
$142K -$107K -98 -44%
IA
391
IFP Advisors
Florida
$138K -$1.09K -1 -0.8%
Lazard Asset Management
392
Lazard Asset Management
New York
$130K – – –
FHA
393
First Horizon Advisors
Tennessee
$125K +$9.84K +9 +9%
QT
394
Quantbot Technologies
New York
$125K +$17.5K +16 +17%
SWM
395
SeaCrest Wealth Management
New York
$122K +$117K +107 New
FPFS
396
First Personal Financial Services
North Carolina
$120K +$70K +64 +156%
GWM
397
Geneos Wealth Management
Colorado
$115K +$6.56K +6 +6%
OMCS
398
Old Mutual Customised Solutions
South Africa
$114K – – –
AWM
399
Aevitas Wealth Management
Massachusetts
$108K +$104K +95 New
PCP
400
Proficio Capital Partners
Massachusetts
$107K – – –