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Markel Group
MKL

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