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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
426
Covington Capital Management
California
$87K – – –
DWA
427
Dougherty Wealth Advisers
Minnesota
$86K – – –
FMT
428
First Mercantile Trust
Tennessee
$81K -$16.8K -16 -18%
SIA
429
SeaBridge Investment Advisors
New Jersey
$75K – – –
NFG
430
Next Financial Group
Texas
$72K +$19.9K +19 +40%
GWS
431
Glassman Wealth Services
Virginia
$66K +$41.9K +40 +190%
DOA
432
D'Orazio & Associates
Virginia
$54K – – –
HCM
433
Highlander Capital Management
New Jersey
$54K – – –
PWMG
434
Prestige Wealth Management Group
New Jersey
$54K – – –
CFA
435
Carroll Financial Associates
North Carolina
$52K -$7.33K -7 -13%
LC
436
Lindbrook Capital
California
$50K -$18.9K -18 -28%
FPFS
437
First Personal Financial Services
North Carolina
$45K – – –
PMFA
438
Plante Moran Financial Advisors
Michigan
$42K – – –
CFN
439
Cordasco Financial Network
Florida
$42K +$6.29K +6 +18%
MA
440
MCF Advisors
Kentucky
$41K – – –
SPIA
441
Steward Partners Investment Advisory
New York
$40K +$38.8K +37 New
CHC
442
City Holding Co
West Virginia
$37K -$11.5K -11 -20%
PA
443
Parallel Advisors
California
$36K – – –
SIC
444
Salem Investment Counselors
North Carolina
$36K +$34.6K +33 New
TWA
445
TCI Wealth Advisors
Arizona
$35K – – –
CI
446
CX Institutional
Indiana
$34K +$1.05K +1 +3%
FPS
447
Fieldpoint Private Securities
Connecticut
$33K – – –
SL
448
Salomon & Ludwin
Virginia
$33K – – –
PCG
449
Private Capital Group
Connecticut
$33K +$3.14K +3 +11%
DWM
450
Destination Wealth Management
California
$27K -$3.14K -3 -11%
16 17
18
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