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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
JEST
501
JTC Employer Solutions Trustee
Jersey
$83K +$83.9K +70 New
DMBA
502
Deseret Mutual Benefit Administrators
Utah
$81K +$81.5K +68 New
NFG
503
Next Financial Group
Texas
$78K – – –
CFB
504
Cullen/Frost Bankers
Texas
$77K +$77.9K +65 New
S
505
SignatureFD
Georgia
$75K – – –
GWS
506
Glassman Wealth Services
Virginia
$74K – – –
LS
507
Livforsakringsbolaget Skandia
Sweden
$71K -$95.9K -80 -57%
FMT
508
First Mercantile Trust
Tennessee
$62K -$5.99K -5 -9%
OC
509
Oakworth Capital
Alabama
$59K -$53.9K -45 -47%
PWMG
510
Prestige Wealth Management Group
New Jersey
$59K -$4.79K -4 -7%
DOA
511
D'Orazio & Associates
Virginia
$59K – – –
HCM
512
Highlander Capital Management
New Jersey
$59K – – –
TFS
513
TrustCore Financial Services
Tennessee
$56K – – –
GWM
514
Geneos Wealth Management
Colorado
$54K -$5.99K -5 -10%
PCM
515
Penserra Capital Management
California
$52K +$8.39K +7 +19%
PA
516
Parallel Advisors
California
$50K – – –
BDWM
517
Brewin Dolphin Wealth Management
Ireland
$47.5K – – –
CHA
518
Carmichael Hill & Associates
Maryland
$47K – – –
CBT
519
Central Bank & Trust
Kentucky
$47K – – –
CFN
520
Cordasco Financial Network
Florida
$46K – – –
HI
521
Harbour Investments
Wisconsin
$43K – – –
SBL
522
Sargent Bickham Lagudis
Colorado
$42K – – –
M1FG
523
Mach-1 Financial Group
Arkansas
$42K +$21.6K +18 +100%
NSIM
524
North Star Investment Management
Illinois
$40K – – –
PB
525
Pinnacle Bancorp
Nebraska
$38K – – –
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