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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
326
Procyon Advisors
Connecticut
$917K +$303K +4,766 +56%
HAIM
327
Hunter Associates Investment Management
Pennsylvania
$909K -$35K -550 -4%
SC
328
Savant Capital
Illinois
$906K -$382 -6 -0%
MGP
329
Metis Global Partners
California
$868K +$105K +1,643 +15%
WS
330
Wedbush Securities
California
$862K +$35.6K +560 +5%
OAM
331
Oppenheimer Asset Management
New York
$854K -$14.7K -231 -2%
API
332
Advisor Partners II
California
$853K +$35.2K +553 +5%
IAN
333
Integrated Advisors Network
Texas
$850K +$785K +12,344 New
CW
334
CreativeOne Wealth
Kansas
$849K +$785K +12,334 New
OAM
335
Ostrum Asset Management
France
$842K +$636 +10 +0.1%
CSI
336
Cross Staff Investments
New York
$826K – – –
CBNLCF
337
Cognios Beta Neutral Large Cap Fund
Kansas
$822K -$297K -4,672 -28%
CWP
338
Cyndeo Wealth Partners
Florida
$812K +$750K +11,797 New
ET
339
Equitable Trust
Tennessee
$806K +$62.5K +983 +9%
RCA
340
Resonant Capital Advisors
Wisconsin
$798K -$16.5K -260 -2%
EP
341
Edgestream Partners
New Jersey
$786K +$727K +11,425 New
NMERB
342
New Mexico Educational Retirement Board
New Mexico
$785K +$31.8K +500 +5%
IWC
343
Integrated Wealth Concepts
Massachusetts
$785K +$725K +11,400 New
TRCT
344
Tower Research Capital (TRC)
New York
$775K +$480K +7,549 +203%
GT
345
Glenmede Trust
Pennsylvania
$770K – – –
GT
346
Glenview Trust
Kentucky
$766K +$72.2K +1,135 +11%
PCP
347
Proficio Capital Partners
Massachusetts
$744K -$572 -9 -0.1%
SLAM
348
Swiss Life Asset Management
$726K +$671K +10,542 New
CB
349
Commerce Bank
Missouri
$720K +$6.11K +96 +0.9%
MLICM
350
Metropolitan Life Insurance Company (MetLife)
New York
$706K -$16.2K -254 -2%
12 13
14
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