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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
401
CIBC Private Wealth Group
Georgia
$126K -$647K -575 -84%
FHA
402
First Horizon Advisors
Tennessee
$120K -$10.1K -9 -8%
GWM
403
Geneos Wealth Management
Colorado
$118K
OMCS
404
Old Mutual Customised Solutions
South Africa
$117K
AWM
405
Aevitas Wealth Management
Massachusetts
$111K
PCP
406
Proficio Capital Partners
Massachusetts
$106K -$3.38K -3 -3%
FPFS
407
First Personal Financial Services
North Carolina
$105K -$16.9K -15 -14%
BFEC
408
Benjamin F. Edwards & Company
Missouri
$105K
Fuller & Thaler Asset Management
409
Fuller & Thaler Asset Management
California
$82K
CCM
410
Covington Capital Management
California
$82K +$22.5K +20 +40%
EMG
411
ETF Managers Group
New Jersey
$81K +$9.01K +8 +13%
EA
412
Edge Advisors
Georgia
$79K
IIC
413
Integrated Investment Consultants
Michigan
$74K +$70.9K +63 New
RFC
414
Regions Financial Corp
Alabama
$63K -$6.75K -6 -10%
CFA
415
Carroll Financial Associates
North Carolina
$63K -$4.5K -4 -7%
GT
416
Glenmede Trust
Pennsylvania
$60K
MOS
417
MGO One Seven
Ohio
$59K -$1.13K -1 -2%
DOA
418
D'Orazio & Associates
Virginia
$59K
HCM
419
Highlander Capital Management
New Jersey
$58K
MYIA
420
Mount Yale Investment Advisors
Colorado
$54K +$51.8K +46 New
SBL
421
Sargent Bickham Lagudis
Colorado
$53K
RE
422
RBC Europe
United Kingdom
$52.7K
PA
423
Parallel Advisors
California
$50K -$4.5K -4 -9%
VIA
424
Vantage Investment Advisors
Pennsylvania
$50K
AWA
425
Acorn Wealth Advisors
Michigan
$49K