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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
JA
451
JOYN Advisors
Georgia
$22K +$22.6K +20 New
BDWM
452
Brewin Dolphin Wealth Management
Ireland
$21.7K – – –
QCG
453
Quadrant Capital Group
Ohio
$21K -$16.9K -15 -42%
VFA
454
Valeo Financial Advisors
Indiana
$20K -$4.52K -4 -19%
RCAG
455
Rehmann Capital Advisory Group
Michigan
$19.5K +$4.52K +4 +29%
APA
456
American Portfolios Advisors
New York
$16.3K +$16.9K +15 New
OC
457
Oakworth Capital
Alabama
$16K – – –
SFSIG
458
San Francisco Sentry Investment Group
California
$16K +$16.9K +15 New
POIA
459
Pin Oak Investment Advisors
Texas
$15K -$6.78K -6 -30%
AF
460
Advisornet Financial
Minnesota
$15K – – –
AIS
461
Accurate Investment Solutions
Pennsylvania
$14K – – –
SPIA
462
Steward Partners Investment Advisory
New York
$14K – – –
ECM
463
Exchange Capital Management
Michigan
$13K – – –
VCM
464
Versant Capital Management
Arizona
$13K – – –
DAM
465
Delta Asset Management
Tennessee
$12K – – –
SFG
466
SevenBridge Financial Group
Pennsylvania
$12K – – –
CWA
467
Clarus Wealth Advisors
Arizona
$12K +$11.3K +10 New
ATC
468
Adirondack Trust Company
New York
$11K – – –
BCA
469
Bay Colony Advisors
Massachusetts
$11K +$11.3K +10 New
AIM
470
Anchor Investment Management
South Carolina
$10.8K – – –
ADL
471
Asset Dedication LLC
California
$10K – – –
CFD
472
Creative Financial Designs
Indiana
$8K – – –
EARNEST Partners
473
EARNEST Partners
Georgia
$8K – – –
GRP
474
Global Retirement Partners
California
$7K – – –
OIA
475
OneDigital Investment Advisors
Kansas
$7K – – –