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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
426
Aevitas Wealth Management
Massachusetts
$95K -$17.7K -15 -16%
MWPCG
427
Measured Wealth Private Client Group
New Hampshire
$82K +$82.4K +70 New
CBT
428
Capital Bank & Trust
California
$81K +$80K +68 New
CAG
429
Csenge Advisory Group
Florida
$76K +$82.4K +70 New
CFA
430
Carroll Financial Associates
North Carolina
$65K +$1.18K +1 +2%
RFC
431
Regions Financial Corp
Alabama
$63K -$3.53K -3 -5%
PAM
432
Paradigm Asset Management
New York
$59.4K +$58.8K +50 New
DOA
433
D'Orazio & Associates
Virginia
$59K – – –
HCM
434
Highlander Capital Management
New Jersey
$59K – – –
PA
435
Parallel Advisors
California
$57K -$4.71K -4 -8%
NFG
436
Next Financial Group
Texas
$56K +$55.3K +47 New
AIIMS
437
Analyst IMS Investment Management Services
Israel
$54K +$53K +45 New
RE
438
RBC Europe
United Kingdom
$53.5K – – –
SBL
439
Sargent Bickham Lagudis
Colorado
$53K – – –
AIL
440
AGF Investments LLC
Ontario, Canada
$52K +$9.41K +8 +22%
AA
441
Ancora Advisors
Ohio
$52K +$51.8K +44 New
VIA
442
Vantage Investment Advisors
Pennsylvania
$51K – – –
FPFS
443
First Personal Financial Services
North Carolina
$49K +$15.3K +13 +46%
ACS
444
Archford Capital Strategies
Illinois
$48K – – –
CHC
445
City Holding Co
West Virginia
$47K – – –
WOC
446
West Oak Capital
California
$41.6K – – –
NSIM
447
North Star Investment Management
Illinois
$40K – – –
SIA
448
SeaBridge Investment Advisors
New Jersey
$40K – – –
TL
449
TrueWealth LLC
Georgia
$40K – – –
CFN
450
Cordasco Financial Network
Florida
$39K – – –
16 17
18
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