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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
426
Dougherty Wealth Advisers
Minnesota
$86K
FMT
427
First Mercantile Trust
Tennessee
$81K -$16.8K -16 -18%
SIA
428
SeaBridge Investment Advisors
New Jersey
$75K
NFG
429
Next Financial Group
Texas
$72K +$19.9K +19 +40%
GWS
430
Glassman Wealth Services
Virginia
$66K +$41.9K +40 +190%
DOA
431
D'Orazio & Associates
Virginia
$54K
HCM
432
Highlander Capital Management
New Jersey
$54K
PWMG
433
Prestige Wealth Management Group
New Jersey
$54K
CFA
434
Carroll Financial Associates
North Carolina
$52K -$7.33K -7 -13%
LC
435
Lindbrook Capital
California
$50K -$18.9K -18 -28%
FPFS
436
First Personal Financial Services
North Carolina
$45K
PMFA
437
Plante Moran Financial Advisors
Michigan
$42K
CFN
438
Cordasco Financial Network
Florida
$42K +$6.29K +6 +18%
MA
439
MCF Advisors
Kentucky
$41K
SPIA
440
Steward Partners Investment Advisory
New York
$40K +$38.8K +37 New
CHC
441
City Holding Co
West Virginia
$37K -$11.5K -11 -20%
PA
442
Parallel Advisors
California
$36K
SIC
443
Salem Investment Counselors
North Carolina
$36K +$34.6K +33 New
TWA
444
TCI Wealth Advisors
Arizona
$35K
CI
445
CX Institutional
Indiana
$34K +$1.05K +1 +3%
FPS
446
Fieldpoint Private Securities
Connecticut
$33K
SL
447
Salomon & Ludwin
Virginia
$33K
PCG
448
Private Capital Group
Connecticut
$33K +$3.14K +3 +11%
DWM
449
Destination Wealth Management
California
$27K -$3.14K -3 -11%
Rockefeller Capital Management
450
Rockefeller Capital Management
New York
$26K -$55.5K -53 -70%