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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
Laird Norton Wetherby Wealth Management
376
Laird Norton Wetherby Wealth Management
California
$298K +$3.06K +55 +1%
MFA
377
Mayflower Financial Advisors
Massachusetts
$295K +$279 +5 +0.1%
CI Investments Inc
378
CI Investments Inc
Ontario, Canada
$294K -$2.12K -38 -0.7%
OAM
379
Occidental Asset Management
California
$293K – – –
FEG
380
Financial Enhancement Group
Indiana
$293K +$13.3K +239 +5%
QIM
381
Quantitative Investment Management
Virginia
$290K -$792K -14,217 -73%
SAM
382
Strategy Asset Managers
California
$289K +$1.23K +22 +0.4%
Martingale Asset Management
383
Martingale Asset Management
Massachusetts
$284K -$3.81M -68,352 -93%
WAM
384
World Asset Management
Michigan
$284K -$236K -4,242 -45%
Capula Management
385
Capula Management
Cayman Islands
$284K +$286K +5,127 New
Creative Planning
386
Creative Planning
Kansas
$282K +$56 +1 +0%
IAMOG
387
Investors Asset Management of Georgia
Georgia
$280K – – –
Tidal Investments
388
Tidal Investments
Wisconsin
$279K +$46K +826 +20%
SFG
389
SevenBridge Financial Group
Pennsylvania
$275K -$1.11K -20 -0.4%
RWA
390
River Wealth Advisors
Pennsylvania
$272K – – –
ST
391
Sabal Trust
Florida
$270K – – –
Barings
392
Barings
North Carolina
$265K – – –
BTWM
393
Baker Tilly Wealth Management
Wisconsin
$265K +$33.4K +599 +14%
BCV
394
Banque Cantonale Vaudoise
Switzerland
$261K – – –
Buckingham Strategic Wealth
395
Buckingham Strategic Wealth
Missouri
$258K – – –
MC
396
Machina Capital
France
$258K +$259K +4,645 New
Pathstone Family Office
397
Pathstone Family Office
New Jersey
$251K +$252K +4,526 New
CCA
398
Checchi Capital Advisers
California
$250K +$557 +10 +0.2%
RP
399
Rowlandmiller & Partners
Georgia
$250K – – –
HIM
400
Hotaling Investment Management
Pennsylvania
$249K +$15.1K +271 +6%