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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
351
Creative Planning
Kansas
$260K -$54.3K -1,183 -17%
PA
352
Procyon Advisors
Connecticut
$248K – – –
NA
353
NewEdge Advisors
Louisiana
$245K -$12.1K -264 -5%
IAMOG
354
Investors Asset Management of Georgia
Georgia
$231K -$5.97K -130 -3%
EOJOAM
355
E. Ohman J:or Asset Management
Sweden
$229K – – –
SFG
356
SevenBridge Financial Group
Pennsylvania
$228K – – –
ST
357
Sabal Trust
Florida
$223K – – –
VNIM
358
Vaughan Nelson Investment Management
Texas
$223K +$223K +4,865 New
B
359
Barings
North Carolina
$218K – – –
SAM
360
Strategy Asset Managers
California
$217K +$10.9K +238 +5%
XWM
361
Xcel Wealth Management
Florida
$216K – – –
RWA
362
River Wealth Advisors
Pennsylvania
$216K +$17.8K +388 +9%
PCP
363
Proficio Capital Partners
Massachusetts
$216K +$217K +4,722 New
BCV
364
Banque Cantonale Vaudoise
Switzerland
$215K – – –
6M
365
6 Meridian
Kansas
$215K +$216K +4,701 New
FEG
366
Financial Enhancement Group
Indiana
$213K -$3.99K -87 -2%
BSW
367
Buckingham Strategic Wealth
Missouri
$213K – – –
CCA
368
Checchi Capital Advisers
California
$212K +$3.08K +67 +1%
PP
369
Patron Partners
Texas
$205K – – –
CAN
370
Cetera Advisor Networks
California
$204K +$204K +4,454 New
MC
371
Moors & Cabot
Massachusetts
$201K – – –
CI Investments Inc
372
CI Investments Inc
Ontario, Canada
$198K -$55.4K -1,206 -22%
SCA
373
Stonebridge Capital Advisors
Minnesota
$197K – – –
KFP
374
KB Financial Partners
New Jersey
$183K +$184K +4,002 New
AII
375
AGF Investments Inc
Ontario, Canada
$179K -$11.3K -246 -6%