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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
426
First Horizon Advisors
Tennessee
$108K – – –
BFEC
427
Benjamin F. Edwards & Company
Missouri
$104K +$16.4K +15 +18%
PCP
428
Proficio Capital Partners
Massachusetts
$94K – – –
S
429
SignatureFD
Georgia
$84K -$70K -64 -44%
AWM
430
Aevitas Wealth Management
Massachusetts
$83K – – –
CCM
431
Covington Capital Management
California
$83K +$87.5K +80 New
IA
432
IFP Advisors
Florida
$80K -$15.3K -14 -15%
DWA
433
Dougherty Wealth Advisers
Minnesota
$80K +$86.4K +79 New
GT
434
Glenmede Trust
Pennsylvania
$77K +$83.1K +76 New
SIA
435
SeaBridge Investment Advisors
New Jersey
$72K +$38.3K +35 +103%
PA
436
Parallel Advisors
California
$65K +$16.4K +15 +31%
NFG
437
Next Financial Group
Texas
$63K +$15.3K +14 +30%
CFA
438
Carroll Financial Associates
North Carolina
$57K – – –
RFC
439
Regions Financial Corp
Alabama
$55K – – –
PWMG
440
Prestige Wealth Management Group
New Jersey
$53K +$55.8K +51 New
DOA
441
D'Orazio & Associates
Virginia
$52K – – –
HCM
442
Highlander Capital Management
New Jersey
$52K – – –
MOS
443
MGO One Seven
Ohio
$49K +$52.5K +48 New
CHC
444
City Holding Co
West Virginia
$47K – – –
SBL
445
Sargent Bickham Lagudis
Colorado
$47K – – –
RE
446
RBC Europe
United Kingdom
$46.7K – – –
LC
447
Lindbrook Capital
California
$45K +$48.1K +44 New
FPFS
448
First Personal Financial Services
North Carolina
$43K – – –
ACS
449
Archford Capital Strategies
Illinois
$42K – – –
SWM
450
SeaCrest Wealth Management
New York
$40K -$96.2K -88 -69%
16 17
18
19 20