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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
FPS
451
Fieldpoint Private Securities
Connecticut
$36K – – –
CT
452
CPF Texas
Texas
$36K +$35.3K +30 New
PCG
453
Private Capital Group
Connecticut
$35K – – –
TAIM
454
TD Ameritrade Investment Management
Nebraska
$32K +$31.8K +27 New
MA
455
MCF Advisors
Kentucky
$30K – – –
DWM
456
Destination Wealth Management
California
$30K +$29.4K +25 New
SWM
457
Selective Wealth Management
Virginia
$30K +$29.4K +25 New
OWA
458
One Wealth Advisors
California
$29K -$10.6K -9 -27%
PMFA
459
Plante Moran Financial Advisors
Michigan
$29K – – –
SFA
460
Spectrum Financial Alliance
Kentucky
$29K – – –
MYIA
461
Mount Yale Investment Advisors
Colorado
$28K -$25.9K -22 -47%
PVH
462
Psagot Value Holdings
Israel
$26K – – –
VNA
463
Valley National Advisers
Pennsylvania
$26K – – –
TG
464
TLP Group
Illinois
$25K -$31.8K -27 -56%
GWS
465
Glassman Wealth Services
Virginia
$25K -$2.35K -2 -9%
AS
466
Altshuler Shaham
Israel
$25K +$24.7K +21 New
CCM
467
Cribstone Capital Management
Maine
$24K – – –
JCM
468
Jacobi Capital Management
Pennsylvania
$24K – – –
JA
469
JOYN Advisors
Georgia
$24K – – –
WF
470
WealthTrust Fairport
Ohio
$24K – – –
BDWM
471
Brewin Dolphin Wealth Management
Ireland
$23.8K – – –
WAP
472
Wealthcare Advisory Partners
Pennsylvania
$23K -$7.06K -6 -24%
HNB
473
Huntington National Bank
Ohio
$23K -$2.35K -2 -10%
SPIA
474
Steward Partners Investment Advisory
New York
$23K +$7.06K +6 +46%
MIM
475
MetLife Investment Management
New Jersey
$22.6K +$22.4K +19 New
17 18
19
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