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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
476
Patriot Investment Management Group
Tennessee
$292K – – –
Evergreen Capital Management
477
Evergreen Capital Management
Washington
$285K +$6.46K +5 +3%
RegentAtlantic Capital
478
RegentAtlantic Capital
New Jersey
$283K -$6.46K -5 -3%
LIM
479
Leavell Investment Management
Alabama
$283K – – –
NQWM
480
Northwest Quadrant Wealth Management
Oregon
$282K – – –
HCM
481
Howland Capital Management
Massachusetts
$279K – – –
EIA
482
Edgemoor Investment Advisors
Maryland
$264K – – –
O'Shaughnessy Asset Management
483
O'Shaughnessy Asset Management
Connecticut
$264K +$231K +179 New
Steward Partners Investment Advisory
484
Steward Partners Investment Advisory
New York
$260K +$99.5K +77 +78%
Squarepoint
485
Squarepoint
New York
$260K +$227K +176 New
CCM
486
Canal Capital Management
Virginia
$257K -$3.88K -3 -2%
Tocqueville Asset Management
487
Tocqueville Asset Management
New York
$251K – – –
CIAS
488
Capital Investment Advisory Services
North Carolina
$251K +$220K +170 New
FANJ
489
Financial Architects (New Jersey)
New Jersey
$246K -$56.8K -44 -21%
PCP
490
Proficio Capital Partners
Massachusetts
$243K +$213K +165 New
Allworth Financial
491
Allworth Financial
California
$242K +$23.3K +18 +12%
ACM
492
AlphaStar Capital Management
North Carolina
$239K – – –
DCM
493
Dimension Capital Management
Florida
$239K – – –
AIG
494
American International Group
New York
$238K -$3.88K -3 -2%
S
495
Seeyond
France
$238K -$3.88K -3 -2%
AE Wealth Management
496
AE Wealth Management
Kansas
$238K +$208K +161 New
ST
497
Somerset Trust
Pennsylvania
$236K -$18.1K -14 -8%
CCA
498
Checchi Capital Advisers
California
$236K -$3.88K -3 -2%
DTL
499
Dynamic Technology Lab
Singapore
$236K +$207K +160 New
MW
500
Marcum Wealth
Ohio
$232K +$203K +157 New