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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
501
Capital Directions Investment Advisors
Georgia
$33K – – –
WAP
502
Wealthcare Advisory Partners
Pennsylvania
$33K – – –
AA
503
Advisory Alpha
Michigan
$31.6K – – –
PCIA
504
Prime Capital Investment Advisors
Kansas
$30K – – –
PCG
505
Private Capital Group
Connecticut
$30K – – –
SPIA
506
Steward Partners Investment Advisory
New York
$30K – – –
CFB
507
Cullen/Frost Bankers
Texas
$30K +$7.97K +7 +37%
SWM
508
Selective Wealth Management
Virginia
$29K – – –
CIA
509
CSat Investment Advisory
Michigan
$26K +$2.28K +2 +10%
SNT
510
Security National Trust
West Virginia
$26K +$26.2K +23 New
PVH
511
Psagot Value Holdings
Israel
$25K – – –
VNA
512
Valley National Advisers
Pennsylvania
$25K – – –
EWP
513
Engrave Wealth Partners
Texas
$25K +$25.1K +22 New
PCM
514
Penserra Capital Management
California
$24K +$6.83K +6 +40%
Credit Agricole
515
Credit Agricole
France
$23K -$114K -100 -83%
JCM
516
Jacobi Capital Management
Pennsylvania
$23K – – –
BDWM
517
Brewin Dolphin Wealth Management
Ireland
$22.9K – – –
TL
518
TrueWealth LLC
Georgia
$22K – – –
VFA
519
Valeo Financial Advisors
Indiana
$21K +$6.83K +6 +50%
VCP
520
Verus Capital Partners
Arizona
$21K +$20.5K +18 New
LC
521
Lindbrook Capital
California
$18K -$34.2K -30 -65%
IRC
522
Investors Research Corp
Georgia
$18K – – –
HNB
523
Huntington National Bank
Ohio
$17K – – –
PMFA
524
Plante Moran Financial Advisors
Michigan
$17K – – –
BUB
525
BBVA USA Bancshares
Texas
$17K +$17.1K +15 New