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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
TL
451
TrueWealth LLC
Georgia
$34K – – –
PA
452
Parallel Advisors
California
$33K -$30.5K -30 -48%
CFN
453
Cordasco Financial Network
Florida
$33K – – –
TWA
454
TCI Wealth Advisors
Arizona
$32K – – –
CI
455
CX Institutional
Indiana
$30K – – –
FPS
456
Fieldpoint Private Securities
Connecticut
$30K – – –
SL
457
Salomon & Ludwin
Virginia
$30K – – –
AWM
458
Aevitas Wealth Management
Massachusetts
$29K -$50.8K -50 -63%
AA
459
Advisory Alpha
Michigan
$28.2K +$27.4K +27 New
DWM
460
Destination Wealth Management
California
$28K +$3.05K +3 +12%
PCG
461
Private Capital Group
Connecticut
$27K – – –
BBNA
462
Bremer Bank National Association
Minnesota
$24K +$22.3K +22 New
PVH
463
Psagot Value Holdings
Israel
$22K – – –
VNA
464
Valley National Advisers
Pennsylvania
$22K – – –
GWS
465
Glassman Wealth Services
Virginia
$21K – – –
CCM
466
Cribstone Capital Management
Maine
$20K – – –
JCM
467
Jacobi Capital Management
Pennsylvania
$20K – – –
WF
468
WealthTrust Fairport
Ohio
$20K – – –
BDWM
469
Brewin Dolphin Wealth Management
Ireland
$19.9K – – –
WCM
470
Whitener Capital Management
North Carolina
$19K -$165K -162 -89%
PCP
471
Proficio Capital Partners
Massachusetts
$19K -$73.1K -72 -79%
WAP
472
Wealthcare Advisory Partners
Pennsylvania
$19K – – –
IA
473
IFP Advisors
Florida
$18K -$61.9K -61 -77%
LC
474
Lavaca Capital
Texas
$18K – – –
VFA
475
Valeo Financial Advisors
Indiana
$17K – – –