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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
301
National Bank of Canada
Quebec, Canada
$875K -$14.1K -241 -2%
BTWM
302
Baker Tilly Wealth Management
Wisconsin
$872K +$351K +6,008 +65%
Creative Planning
303
Creative Planning
Kansas
$867K +$86.7K +1,483 +11%
LSERS
304
Louisiana State Employees Retirement System
Louisiana
$866K +$11.7K +200 +1%
SWP
305
Strategic Wealth Partners
Ohio
$864K +$428K +7,318 +93%
HAIM
306
Hunter Associates Investment Management
Pennsylvania
$852K +$7.31K +125 +0.8%
CBNLCF
307
Cognios Beta Neutral Large Cap Fund
Kansas
$841K +$863K +14,760 New
GT
308
Glenmede Trust
Pennsylvania
$836K +$105K +1,799 +14%
HF
309
HRT Financial
New York
$828K -$3.6M -61,527 -81%
BWA
310
BDO Wealth Advisors
Florida
$783K +$1.58K +27 +0.2%
V
311
Veritable
Delaware
$772K -$143K -2,439 -15%
MLICM
312
Metropolitan Life Insurance Company (MetLife)
New York
$756K -$20.2K -345 -3%
FNA
313
First National Advisers
Nebraska
$754K +$230K +3,941 +42%
KI
314
Kula Investments
Illinois
$744K +$764K +13,058 New
OAM
315
Oppenheimer Asset Management
New York
$735K -$27.1K -463 -3%
CC
316
Centiva Capital
New York
$729K +$748K +12,795 New
CDIA
317
Capital Directions Investment Advisors
Georgia
$726K +$746K +12,750 New
RW
318
Reframe Wealth
Virginia
$726K +$746K +12,750 New
HBCM
319
Heron Bay Capital Management
Michigan
$723K +$742K +12,689 New
VEA
320
Virtus ETF Advisers
New York
$715K +$97K +1,658 +15%
FHB
321
First Hawaiian Bank
Hawaii
$711K -$630K -10,769 -46%
QCM
322
Qsemble Capital Management
New York
$695K +$713K +12,200 New
CSI
323
Cross Staff Investments
New York
$684K
RCA
324
Resonant Capital Advisors
Wisconsin
$682K +$18K +308 +3%
PG
325
Pendal Group
Australia
$674K +$692K +11,831 New