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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
301
OneDigital Investment Advisors
Kansas
$22K – – –
FNB
302
Farmers National Bank
Kentucky
$18K – – –
CIA
303
CSat Investment Advisory
Michigan
$17K +$16.5K +519 New
AAM
304
Advisors Asset Management
Colorado
$16K +$15.2K +479 New
OAJ
305
Ogorek Anthony Joseph
New York
$16K – – –
CFB
306
Cullen/Frost Bankers
Texas
$15K +$13.7K +433 +2,165%
TWA
307
TCI Wealth Advisors
Arizona
$14K – – –
TL
308
TrueWealth LLC
Georgia
$13K – – –
DWM
309
Destination Wealth Management
California
$12K – – –
PCP
310
Proficio Capital Partners
Massachusetts
$10K – – –
PRC
311
Pearl River Capital
Michigan
$10K +$9.8K +309 New
PFO
312
Pathstone Family Office
New Jersey
$8K -$3.3K -104 -30%
DAM
313
Delta Asset Management
Tennessee
$8K – – –
CFGS
314
Concourse Financial Group Securities
Alabama
$7K -$4.63K -146 -40%
CFA
315
Carroll Financial Associates
North Carolina
$7K – – –
BCA
316
Berman Capital Advisors
Georgia
$7K +$4.44K +140 +187%
CFN
317
Cordasco Financial Network
Florida
$7K +$6.85K +216 New
VFA
318
Valeo Financial Advisors
Indiana
$6K – – –
SA
319
SRH Advisors
Kansas
$5K – – –
SF
320
Synovus Financial
Georgia
$4K – – –
SWA
321
Sutton Wealth Advisors
Florida
$3.12K +$634 +20 +27%
WAP
322
Wealthcare Advisory Partners
Pennsylvania
$3K – – –
ZB
323
Zions Bancorporation
Utah
$3K – – –
NIT
324
NumerixS Investment Technologies
British Columbia, Canada
$3K +$3.17K +100 New
PA
325
Parallel Advisors
California
$2K -$8.24K -260 -79%
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13
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