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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
826
Newbridge Financial Services Group
Florida
$41K – – –
TFA
827
Toth Financial Advisory
Virginia
$39.1K – – –
DJSG
828
D.J. St. Germain
Massachusetts
$39.1K – – –
LS
829
Livforsakringsbolaget Skandia
Sweden
$39K -$74.7K -40 -67%
PWMG
830
Private Wealth Management Group
New Jersey
$37.1K – – –
CCM
831
Chilton Capital Management
Texas
$33.2K – – –
JWA
832
JFS Wealth Advisors
Pennsylvania
$33.2K – – –
TSMHT
833
Thurston Springer Miller Herd & Titak
Indiana
$33.2K – – –
GKIM
834
GW&K Investment Management
Massachusetts
$33K +$11.2K +6 +55%
TWIM
835
TIAA Wealth Investment Management
New York
$31.3K +$5.6K +3 +23%
SWP
836
SIMA Wealth Partners
Virginia
$31.2K – – –
POIA
837
Pin Oak Investment Advisors
Texas
$31K – – –
BW
838
Basepoint Wealth
Iowa
$29.3K – – –
MWPCG
839
Measured Wealth Private Client Group
New Hampshire
$29.3K – – –
FCAS
840
First Command Advisory Services
Texas
$29.3K +$13.1K +7 +88%
CMA
841
Cedar Mountain Advisors
Oregon
$27.3K – – –
VERPA
842
Virginia Estate & Retirement Planning Advisors
Virginia
$27.3K – – –
SN
843
Sittner & Nelson
Oregon
$25.4K – – –
BWA
844
Basecamp Wealth Advisors
Washington
$25.4K -$1.87K -1 -7%
LI
845
LRI Investments
Florida
$25.4K +$24.3K +13 New
VNA
846
Valley National Advisers
Pennsylvania
$23.4K – – –
CHC
847
City Holding Co
West Virginia
$23.4K -$22.4K -12 -50%
NS
848
NBC Securities
Alabama
$23.4K -$3.73K -2 -14%
ATC
849
Adirondack Trust Company
New York
$23.4K – – –
BGAI
850
Bruce G. Allen Investments
Colorado
$21.5K – – –