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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
ACWM
326
Adams Chetwood Wealth Management
North Carolina
$403K +$23K +500 +6%
CI
327
Cigna Investments
Connecticut
$396K +$39.6K +860 +11%
PIM
328
Penobscot Investment Management
Massachusetts
$380K +$104K +2,260 +39%
KFA
329
Krane Funds Advisors
New York
$373K -$25.9K -562 -7%
EMG
330
ETF Managers Group
New Jersey
$363K +$38.9K +846 +12%
AG
331
AlphaSimPlex Group
Massachusetts
$361K -$61.3K -1,332 -15%
SS
332
Simplicity Solutions
Minnesota
$360K +$54.4K +1,181 +18%
GT
333
Glenview Trust
Kentucky
$353K – – –
HAIM
334
Hunter Associates Investment Management
Pennsylvania
$351K +$341K +7,400 New
PP
335
Palladium Partners
Virginia
$348K – – –
FCBT
336
First Citizens Bank & Trust
North Carolina
$335K -$53.5K -1,162 -14%
CFA
337
CWS Financial Advisors
Michigan
$333K -$2.07K -45 -0.6%
FI
338
FormulaFolio Investments
Michigan
$331K +$11.7K +255 +4%
Creative Planning
339
Creative Planning
Kansas
$326K +$16.4K +357 +5%
ST
340
Somerset Trust
Pennsylvania
$310K +$301K +6,535 New
OAM
341
Occidental Asset Management
California
$309K -$29.9K -649 -9%
CDIA
342
Capital Directions Investment Advisors
Georgia
$299K -$17.9K -388 -6%
RP
343
Rowlandmiller & Partners
Georgia
$290K – – –
MFG
344
Magnus Financial Group
New York
$281K +$58.1K +1,263 +27%
GTCM
345
Gyon Technologies Capital Management
New Jersey
$277K -$469K -10,187 -64%
AP
346
Advisor Partners
California
$272K +$1.15K +25 +0.4%
SP
347
Symmetry Partners
Connecticut
$271K – – –
NA
348
NewEdge Advisors
Louisiana
$267K +$259K +5,629 New
KCM
349
Kennedy Capital Management
Missouri
$267K +$259K +5,633 New
KWM
350
Kingsview Wealth Management
Oregon
$266K -$19.7K -429 -7%