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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
SF
301
Synovus Financial
Georgia
$3K -$3.37K -118 -52%
GWM
302
Geneos Wealth Management
Colorado
$3K – – –
WAP
303
Wealthcare Advisory Partners
Pennsylvania
$3K – – –
SWA
304
Sutton Wealth Advisors
Florida
$2.15K +$1.11K +39 +115%
VCM
305
Versant Capital Management
Arizona
$2K -$343 -12 -12%
AIA
306
Alera Investment Advisors
Illinois
$2K – – –
CAW
307
Cornerstone Advisors (Washington)
Washington
$2K – – –
CCM
308
Cribstone Capital Management
Maine
$2K – – –
GWS
309
Glassman Wealth Services
Virginia
$2K – – –
SWM
310
SeaCrest Wealth Management
New York
$2K – – –
KPW
311
Kore Private Wealth
New York
$2K +$1.71K +60 New
BCA
312
Berman Capital Advisors
Georgia
$2K +$2.14K +75 New
ZB
313
Zions Bancorporation
Utah
$2K +$2.17K +76 New
MA
314
MUFG Americas
New York
$2K +$2.4K +84 New
RWM
315
Raffa Wealth Management
District of Columbia
$1.06K – – –
EARNEST Partners
316
EARNEST Partners
Georgia
$1K – – –
LC
317
Lindbrook Capital
California
$1K – – –
CFB
318
Cullen/Frost Bankers
Texas
$1K +$571 +20 New
Bank of Nova Scotia
319
Bank of Nova Scotia
Ontario, Canada
– -$6.45M -234,000 Closed
AIM
320
Assured Investment Management
New York
– -$5.06M -183,593 Closed
Squarepoint
321
Squarepoint
New York
– -$2.96M -107,575 Closed
RBA
322
Richard Bernstein Advisors
New York
– -$2.17M -78,854 Closed
QSS
323
Quantitative Systematic Strategies
Florida
– -$2.06M -74,812 Closed
Lord, Abbett & Co
324
Lord, Abbett & Co
New Jersey
– -$1.94M -70,400 Closed
SEC
325
Seven Eight Capital
New York
– -$1.86M -67,393 Closed