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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
JA
301
JOYN Advisors
Georgia
$10K +$2.41K +81 +30%
PCP
302
Proficio Capital Partners
Massachusetts
$9K +$327 +11 +4%
RWA
303
River Wealth Advisors
Pennsylvania
$7K
DAM
304
Delta Asset Management
Tennessee
$7K +$7.43K +250 New
PCG
305
Private Capital Group
Connecticut
$7K +$7.43K +250 New
LFA
306
Legacy Financial Advisors
Kentucky
$6K
CFA
307
Carroll Financial Associates
North Carolina
$6K +$476 +16 +8%
VFA
308
Valeo Financial Advisors
Indiana
$5K +$357 +12 +7%
SA
309
SRH Advisors
Kansas
$4K
PMFA
310
Plante Moran Financial Advisors
Michigan
$4K +$3.54K +119 New
VCM
311
Versant Capital Management
Arizona
$3K -$3.48K -117 -53%
QCG
312
Quadrant Capital Group
Ohio
$3K
WAP
313
Wealthcare Advisory Partners
Pennsylvania
$3K
GWS
314
Glassman Wealth Services
Virginia
$2K -$357 -12 -17%
CAW
315
Cornerstone Advisors (Washington)
Washington
$2K
CCM
316
Cribstone Capital Management
Maine
$2K
SWM
317
SeaCrest Wealth Management
New York
$2K
ML
318
McAdam LLC
Pennsylvania
$2K +$119 +4 +7%
RWM
319
Raffa Wealth Management
District of Columbia
$1.06K
SWA
320
Sutton Wealth Advisors
Florida
$1K +$357 +12 +55%
EARNEST Partners
321
EARNEST Partners
Georgia
$1K
QI
322
QS Investors
New York
$1K
CAG
323
Csenge Advisory Group
Florida
$1K +$1.31K +44 New
MCM
324
Monument Capital Management
Virginia
$1K +$1.4K +47 New
WG
325
Winton Group
United Kingdom
-$22.1M -798,627 Closed