We are live on ! Find out more
MKL icon

Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
CF
426
Centaurus Financial
California
$42K +$44K +39 New
GT
427
Glenmede Trust
Pennsylvania
$40K -$19.2K -17 -31%
AIL
428
AGF Investments LLC
Ontario, Canada
$39K +$40.7K +36 New
WOC
429
West Oak Capital
California
$38K – – –
NSIM
430
North Star Investment Management
Illinois
$37K – – –
SIA
431
SeaBridge Investment Advisors
New Jersey
$37K – – –
TL
432
TrueWealth LLC
Georgia
$37K – – –
OWA
433
One Wealth Advisors
California
$36K -$6.78K -6 -15%
CFN
434
Cordasco Financial Network
Florida
$36K +$37.3K +33 New
TWA
435
TCI Wealth Advisors
Arizona
$35K – – –
WEC
436
Winslow Evans & Crocker
Massachusetts
$34K – – –
FPS
437
Fieldpoint Private Securities
Connecticut
$33K – – –
PCG
438
Private Capital Group
Connecticut
$32K – – –
FPFS
439
First Personal Financial Services
North Carolina
$30K -$70K -62 -69%
SFA
440
Spectrum Financial Alliance
Kentucky
$27K – – –
WAP
441
Wealthcare Advisory Partners
Pennsylvania
$27K +$11.3K +10 +67%
MA
442
MCF Advisors
Kentucky
$27K +$28.2K +25 New
PMFA
443
Plante Moran Financial Advisors
Michigan
$26K – – –
GWS
444
Glassman Wealth Services
Virginia
$25K – – –
PVH
445
Psagot Value Holdings
Israel
$24K – – –
VNA
446
Valley National Advisers
Pennsylvania
$24K – – –
HNB
447
Huntington National Bank
Ohio
$23K -$1.13K -1 -5%
CCM
448
Cribstone Capital Management
Maine
$22K – – –
JCM
449
Jacobi Capital Management
Pennsylvania
$22K – – –
WF
450
WealthTrust Fairport
Ohio
$22K – – –