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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
376
Blueshift Asset Management
New Jersey
$476K +$441K +6,582 New
PP
377
Palladium Partners
Virginia
$473K -$53.6K -800 -11%
CFA
378
CWS Financial Advisors
Michigan
$469K -$41.1K -613 -9%
NLP
379
Next Level Private
New York
$467K
PFO
380
Pathstone Family Office
New Jersey
$465K
AP
381
Advisor Partners
California
$465K +$6.17K +92 +1%
IIC
382
Integrated Investment Consultants
Michigan
$462K -$129K -1,924 -23%
CDIA
383
Capital Directions Investment Advisors
Georgia
$461K +$4.9K +73 +1%
IFG
384
Independent Financial Group
California
$448K +$16.8K +250 +4%
XWM
385
Xcel Wealth Management
Florida
$444K -$5.37K -80 -1%
ST
386
Somerset Trust
Pennsylvania
$440K -$17.6K -263 -4%
EGM
387
Engineers Gate Manager
New York
$435K +$404K +6,017 New
Simplex Trading
388
Simplex Trading
Illinois
$434K +$403K +6,013 New
FEG
389
Financial Enhancement Group
Indiana
$433K +$3.22K +48 +0.8%
BMSSC
390
B. Metzler seel. Sohn & Co
Germany
$419K +$33.5K +500 +9%
SP
391
Symmetry Partners
Connecticut
$413K
WTB
392
Washington Trust Bank
Washington
$413K +$1.34K +20 +0.4%
TC
393
Toews Corporation
New Jersey
$412K +$382K +5,700 New
KFA
394
Krane Funds Advisors
New York
$407K +$7.85K +117 +2%
Vontobel Holding
395
Vontobel Holding
Switzerland
$404K +$101K +1,502 +37%
Fuller & Thaler Asset Management
396
Fuller & Thaler Asset Management
California
$397K -$29.1K -434 -7%
CCA
397
Cadent Capital Advisors
Oklahoma
$393K +$67 +1 +0%
RWA
398
River Wealth Advisors
Pennsylvania
$393K +$24.8K +370 +7%
LNWWM
399
Laird Norton Wetherby Wealth Management
California
$375K -$3.69K -55 -1%
CC
400
Cannell & Co
New York
$369K -$13.4K -200 -4%