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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
401
TCI Wealth Advisors
Arizona
$31K – – –
WEC
402
Winslow Evans & Crocker
Massachusetts
$30.3K +$30.1K +31 New
WA
403
WFG Advisors
Texas
$27K +$17.5K +18 +180%
NA
404
NewEdge Advisors
Louisiana
$24.3K +$24.3K +25 New
JFGIW
405
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K – – –
CCM
406
Cribstone Capital Management
Maine
$23K -$1.94K -2 -8%
PMFA
407
Plante Moran Financial Advisors
Michigan
$23K – – –
PVH
408
Psagot Value Holdings
Israel
$22K – – –
DSC
409
Duncker Streett & Co
Missouri
$20K – – –
JCM
410
Jacobi Capital Management
Pennsylvania
$19K – – –
SIM
411
Sonora Investment Management
Arizona
$14.6K – – –
VNA
412
Valley National Advisers
Pennsylvania
$12K – – –
DAM
413
Delta Asset Management
Tennessee
$11K – – –
SFG
414
SevenBridge Financial Group
Pennsylvania
$11K – – –
VCM
415
Versant Capital Management
Arizona
$11K +$971 +1 +9%
VWA
416
V Wealth Advisors
Kansas
$11K +$10.7K +11 New
AIM
417
Anchor Investment Management
South Carolina
$9.76K – – –
SPIA
418
Steward Partners Investment Advisory
New York
$9K +$1.94K +2 +25%
OC
419
Oakworth Capital
Alabama
$8K – – –
ACM
420
Armbruster Capital Management
New York
$7K – – –
CFD
421
Creative Financial Designs
Indiana
$7K – – –
GRP
422
Global Retirement Partners
California
$6K – – –
AWM
423
Avior Wealth Management
Nebraska
$6K +$5.82K +6 New
OIA
424
OneDigital Investment Advisors
Kansas
$6K +$5.82K +6 New
ATC
425
Adirondack Trust Company
New York
$5K – – –