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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
226
SevenBridge Financial Group
Pennsylvania
$192K -$30.9K -1,428 -13%
RP
227
Rowlandmiller & Partners
Georgia
$179K +$6.49K +300 +4%
MFW
228
Mosaic Family Wealth
Missouri
$166K +$4.97K +230 +3%
Zurich Cantonal Bank
229
Zurich Cantonal Bank
Switzerland
$163K – – –
GHCM
230
Glen Harbor Capital Management
California
$152K +$3.46K +160 +2%
IIC
231
Integrated Investment Consultants
Michigan
$130K – – –
WAM
232
Wealthspire Advisors (Maryland)
Maryland
$116K -$8.57K -396 -7%
IA
233
IFP Advisors
Florida
$107K -$389 -18 -0.3%
BTIS
234
BB&T Investment Services
North Carolina
$100K +$104K +4,810 New
AIM
235
Anchor Investment Management
South Carolina
$84.3K – – –
ST
236
Smithfield Trust
Pennsylvania
$74K – – –
OAM
237
Oppenheimer Asset Management
New York
$64K +$66.5K +3,074 New
Fuller & Thaler Asset Management
238
Fuller & Thaler Asset Management
California
$54K – – –
RCG
239
Ruggie Capital Group
Florida
$45K +$130 +6 +0.3%
AIM
240
Arcadia Investment Management
Michigan
$40K +$41.3K +1,910 New
Creative Planning
241
Creative Planning
Kansas
$36K +$12.1K +560 +48%
LTFS
242
Ladenburg Thalmann Financial Services
Florida
$33K +$6.96K +322 +26%
MWM
243
MinichMacGregor Wealth Management
New York
$24K – – –
GAM
244
Gemmer Asset Management
California
$20K -$8.65K -400 -30%
EA
245
Edge Advisors
Georgia
$20K – – –
WA
246
WFG Advisors
Texas
$19K -$6.79K -314 -25%
GT
247
Glenmede Trust
Pennsylvania
$16K – – –
PHK
248
Point72 Hong Kong
Hong Kong
$14K -$17.4K -804 -54%
OFS
249
Orrstown Financial Services
Pennsylvania
$13K +$4.11K +190 +43%
HNB
250
Huntington National Bank
Ohio
$12K – – –