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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
C
451
Cerebellum
California
$64K +$67K +66 New
NFG
452
Next Financial Group
Texas
$64K +$67K +66 New
S
453
SignatureFD
Georgia
$61K -$17.3K -17 -21%
DWA
454
Dougherty Wealth Advisers
Minnesota
$61K -$16.3K -16 -20%
GWS
455
Glassman Wealth Services
Virginia
$59K – – –
CBT
456
Central Bank & Trust
Kentucky
$58K – – –
GWM
457
Geneos Wealth Management
Colorado
$56K – – –
BWM
458
BNC Wealth Management
Oregon
$56K +$57.9K +57 New
CHC
459
City Holding Co
West Virginia
$54K – – –
SIA
460
SeaBridge Investment Advisors
New Jersey
$50K – – –
CFB
461
Cullen/Frost Bankers
Texas
$50K +$51.8K +51 New
DOA
462
D'Orazio & Associates
Virginia
$49K – – –
HCM
463
Highlander Capital Management
New Jersey
$49K – – –
PA
464
Parallel Advisors
California
$43K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
465
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$42K +$43.7K +43 New
BDWM
466
Brewin Dolphin Wealth Management
Ireland
$38.9K – – –
CFN
467
Cordasco Financial Network
Florida
$38K – – –
SBL
468
Sargent Bickham Lagudis
Colorado
$34K – – –
NSIM
469
North Star Investment Management
Illinois
$33K – – –
PCM
470
Penserra Capital Management
California
$33K +$4.06K +4 +13%
PB
471
Pinnacle Bancorp
Nebraska
$31K -$198K -195 -86%
MAM
472
Meeder Asset Management
Ohio
$29K -$3.05K -3 -9%
CHA
473
Carmichael Hill & Associates
Maryland
$29K – – –
PMFA
474
Plante Moran Financial Advisors
Michigan
$29K +$15.2K +15 +100%
FHC
475
First Horizon Corporation
Tennessee
$27K +$28.4K +28 New