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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
WEC
426
Winslow Evans & Crocker
Massachusetts
$35.3K – – –
FPS
427
Fieldpoint Private Securities
Connecticut
$34K – – –
PCG
428
Private Capital Group
Connecticut
$34K +$32.8K +30 New
PMFA
429
Plante Moran Financial Advisors
Michigan
$27K – – –
CCM
430
Cribstone Capital Management
Maine
$26K +$2.19K +2 +10%
HNB
431
Huntington National Bank
Ohio
$25K -$9.84K -9 -29%
PVH
432
Psagot Value Holdings
Israel
$25K -$1.09K -1 -4%
VNA
433
Valley National Advisers
Pennsylvania
$25K – – –
VFA
434
Valeo Financial Advisors
Indiana
$24K +$18.6K +17 +425%
POIA
435
Pin Oak Investment Advisors
Texas
$23K +$21.9K +20 New
BDWM
436
Brewin Dolphin Wealth Management
Ireland
$22.8K – – –
JCM
437
Jacobi Capital Management
Pennsylvania
$22K – – –
WAP
438
Wealthcare Advisory Partners
Pennsylvania
$22K +$20.8K +19 New
WCM
439
Whitener Capital Management
North Carolina
$22K +$21.9K +20 New
WWMSC
440
Wagner Wealth Management (South Carolina)
South Carolina
$19K +$4.37K +4 New
SIM
441
Sonora Investment Management
Arizona
$17.1K – – –
AF
442
Advisornet Financial
Minnesota
$16K +$15.3K +14 New
AIS
443
Accurate Investment Solutions
Pennsylvania
$15K – – –
SPIA
444
Steward Partners Investment Advisory
New York
$14K – – –
FFG
445
Ford Financial Group
California
$14K +$14.2K +13 New
DAM
446
Delta Asset Management
Tennessee
$13K – – –
SFG
447
SevenBridge Financial Group
Pennsylvania
$13K – – –
VCM
448
Versant Capital Management
Arizona
$13K – – –
AIM
449
Anchor Investment Management
South Carolina
$11.4K – – –
ADL
450
Asset Dedication LLC
California
$10K +$9.84K +9 New
16 17
18
19 20