We are live on ! Find out more
BRO icon

Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
TL
276
TrueWealth LLC
Georgia
$11K
FPFS
277
First Personal Financial Services
North Carolina
$11K +$1.77K +65 +19%
PA
278
Parallel Advisors
California
$9K +$9.72K +357 New
PCP
279
Proficio Capital Partners
Massachusetts
$8K +$626 +23 +9%
S
280
SignatureFD
Georgia
$8K +$2.07K +76 +36%
RWA
281
River Wealth Advisors
Pennsylvania
$7K +$6.81K +250 New
JA
282
JOYN Advisors
Georgia
$7K +$7.24K +266 New
VCM
283
Versant Capital Management
Arizona
$6K -$82 -3 -1%
LFA
284
Legacy Financial Advisors
Kentucky
$6K
Fifth Third Bancorp
285
Fifth Third Bancorp
Ohio
$6K +$3.13K +115 +100%
VFA
286
Valeo Financial Advisors
Indiana
$5K +$762 +28 +21%
CFA
287
Carroll Financial Associates
North Carolina
$5K +$871 +32 +19%
AS
288
Altshuler Shaham
Israel
$4K -$14.2K -520 -80%
GFP
289
Gryphon Financial Partners
Ohio
$4K -$2.02K -74 -33%
SA
290
SRH Advisors
Kansas
$4K
WAP
291
Wealthcare Advisory Partners
Pennsylvania
$3K +$2.61K +96 New
CAW
292
Cornerstone Advisors (Washington)
Washington
$2K
CCM
293
Cribstone Capital Management
Maine
$2K
GWS
294
Glassman Wealth Services
Virginia
$2K
QCG
295
Quadrant Capital Group
Ohio
$2K
SWM
296
SeaCrest Wealth Management
New York
$2K
TSW
297
Thompson Siegel & Walmsley
Virginia
$2K
ML
298
McAdam LLC
Pennsylvania
$2K +$245 +9 +20%
PIA
299
Piedmont Investment Advisors
North Carolina
$2K +$2.29K +84 New
MPWT
300
MassMutual Private Wealth & Trust
Connecticut
$1.47K +$1.44K +53 New