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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
451
TCI Wealth Advisors
Arizona
$38K – – –
WEC
452
Winslow Evans & Crocker
Massachusetts
$38K – – –
FPS
453
Fieldpoint Private Securities
Connecticut
$36K – – –
CT
454
CPF Texas
Texas
$36K +$35.3K +30 New
PCG
455
Private Capital Group
Connecticut
$35K – – –
TAIM
456
TD Ameritrade Investment Management
Nebraska
$32K +$31.8K +27 New
MA
457
MCF Advisors
Kentucky
$30K – – –
DWM
458
Destination Wealth Management
California
$30K +$29.4K +25 New
SWM
459
Selective Wealth Management
Virginia
$30K +$29.4K +25 New
OWA
460
One Wealth Advisors
California
$29K -$10.6K -9 -27%
PMFA
461
Plante Moran Financial Advisors
Michigan
$29K – – –
SFA
462
Spectrum Financial Alliance
Kentucky
$29K – – –
MYIA
463
Mount Yale Investment Advisors
Colorado
$28K -$25.9K -22 -47%
PVH
464
Psagot Value Holdings
Israel
$26K – – –
VNA
465
Valley National Advisers
Pennsylvania
$26K – – –
TG
466
TLP Group
Illinois
$25K -$31.8K -27 -56%
GWS
467
Glassman Wealth Services
Virginia
$25K -$2.35K -2 -9%
AS
468
Altshuler Shaham
Israel
$25K +$24.7K +21 New
CCM
469
Cribstone Capital Management
Maine
$24K – – –
JCM
470
Jacobi Capital Management
Pennsylvania
$24K – – –
JA
471
JOYN Advisors
Georgia
$24K – – –
WF
472
WealthTrust Fairport
Ohio
$24K – – –
BDWM
473
Brewin Dolphin Wealth Management
Ireland
$23.8K – – –
WAP
474
Wealthcare Advisory Partners
Pennsylvania
$23K -$7.06K -6 -24%
HNB
475
Huntington National Bank
Ohio
$23K -$2.35K -2 -10%