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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
451
Plante Moran Financial Advisors
Michigan
$40K +$16.4K +15 +63%
NSIM
452
North Star Investment Management
Illinois
$35K – – –
TL
453
TrueWealth LLC
Georgia
$35K – – –
CFN
454
Cordasco Financial Network
Florida
$34K – – –
WEC
455
Winslow Evans & Crocker
Massachusetts
$34K – – –
RT
456
Rockland Trust
Massachusetts
$34K +$36.1K +33 New
TWA
457
TCI Wealth Advisors
Arizona
$33K – – –
FPS
458
Fieldpoint Private Securities
Connecticut
$31K – – –
CI
459
CX Institutional
Indiana
$31K +$32.8K +30 New
SL
460
Salomon & Ludwin
Virginia
$31K +$32.8K +30 New
PCG
461
Private Capital Group
Connecticut
$28K -$3.28K -3 -10%
DWM
462
Destination Wealth Management
California
$26K – – –
MA
463
MCF Advisors
Kentucky
$26K – – –
SFA
464
Spectrum Financial Alliance
Kentucky
$25K – – –
PVH
465
Psagot Value Holdings
Israel
$23K – – –
VNA
466
Valley National Advisers
Pennsylvania
$23K – – –
BTNA
467
Bremer Trust National Association
Minnesota
$23K +$24.1K +22 New
WWM
468
Willingdon Wealth Management
North Carolina
$23K +$24.1K +22 New
GWS
469
Glassman Wealth Services
Virginia
$22K – – –
CCM
470
Cribstone Capital Management
Maine
$21K – – –
JCM
471
Jacobi Capital Management
Pennsylvania
$21K – – –
JA
472
JOYN Advisors
Georgia
$21K – – –
QCG
473
Quadrant Capital Group
Ohio
$21K – – –
WF
474
WealthTrust Fairport
Ohio
$21K – – –
BDWM
475
Brewin Dolphin Wealth Management
Ireland
$20.8K – – –