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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
426
Covington Capital Management
California
$83K +$87.5K +80 New
IA
427
IFP Advisors
Florida
$80K -$15.3K -14 -15%
DWA
428
Dougherty Wealth Advisers
Minnesota
$80K +$86.4K +79 New
SIA
429
SeaBridge Investment Advisors
New Jersey
$72K +$38.3K +35 +103%
PA
430
Parallel Advisors
California
$65K +$16.4K +15 +31%
NFG
431
Next Financial Group
Texas
$63K +$15.3K +14 +30%
CFA
432
Carroll Financial Associates
North Carolina
$57K – – –
RFC
433
Regions Financial Corp
Alabama
$55K – – –
PWMG
434
Prestige Wealth Management Group
New Jersey
$53K +$55.8K +51 New
DOA
435
D'Orazio & Associates
Virginia
$52K – – –
HCM
436
Highlander Capital Management
New Jersey
$52K – – –
MOS
437
MGO One Seven
Ohio
$49K +$52.5K +48 New
CHC
438
City Holding Co
West Virginia
$47K – – –
SBL
439
Sargent Bickham Lagudis
Colorado
$47K – – –
RE
440
RBC Europe
United Kingdom
$46.7K – – –
LC
441
Lindbrook Capital
California
$45K +$48.1K +44 New
FPFS
442
First Personal Financial Services
North Carolina
$43K – – –
ACS
443
Archford Capital Strategies
Illinois
$42K – – –
SWM
444
SeaCrest Wealth Management
New York
$40K -$96.2K -88 -69%
PMFA
445
Plante Moran Financial Advisors
Michigan
$40K +$16.4K +15 +63%
NSIM
446
North Star Investment Management
Illinois
$35K – – –
TL
447
TrueWealth LLC
Georgia
$35K – – –
CFN
448
Cordasco Financial Network
Florida
$34K – – –
WEC
449
Winslow Evans & Crocker
Massachusetts
$34K – – –
RT
450
Rockland Trust
Massachusetts
$34K +$36.1K +33 New
16 17
18
19 20