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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
276
Gemmer Asset Management
California
$28K +$29 +1 +0.1%
S
277
SignatureFD
Georgia
$26K +$17K +595 +214%
SMG
278
Spectrum Management Group
Indiana
$24K – – –
RCAG
279
Rehmann Capital Advisory Group
Michigan
$21.3K – – –
FPFS
280
First Personal Financial Services
North Carolina
$20K – – –
OIA
281
OneDigital Investment Advisors
Kansas
$19K -$6.17K -216 -25%
CAM
282
Cresset Asset Management
Illinois
$17K +$13.4K +468 +422%
SCM
283
Shelton Capital Management
Colorado
$16.4K -$453K -15,877 -97%
GT
284
Glenmede Trust
Pennsylvania
$16K -$1.33M -46,435 -99%
FNB
285
Farmers National Bank
Kentucky
$16K +$15.6K +545 New
OAJ
286
Ogorek Anthony Joseph
New York
$14K – – –
IA
287
IFP Advisors
Florida
$12K -$52.8K -1,849 -82%
TL
288
TrueWealth LLC
Georgia
$12K – – –
TWA
289
TCI Wealth Advisors
Arizona
$12K +$685 +24 +6%
CFGS
290
Concourse Financial Group Securities
Alabama
$10K – – –
PA
291
Parallel Advisors
California
$10K +$1.94K +68 +26%
PFO
292
Pathstone Family Office
New Jersey
$10K +$9.99K +350 New
DWM
293
Destination Wealth Management
California
$10K +$10.1K +354 New
PCP
294
Proficio Capital Partners
Massachusetts
$9K – – –
LFA
295
Legacy Financial Advisors
Kentucky
$9K +$1.08K +38 +14%
DAM
296
Delta Asset Management
Tennessee
$7K – – –
PCG
297
Private Capital Group
Connecticut
$7K – – –
CFA
298
Carroll Financial Associates
North Carolina
$6K – – –
VFA
299
Valeo Financial Advisors
Indiana
$6K – – –
SA
300
SRH Advisors
Kansas
$4K – – –
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12
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