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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
Ethic Inc
401
Ethic Inc
New York
$315K +$156K +2,539 +89%
Inspire Investing
402
Inspire Investing
Idaho
$307K +$17.1K +278 +6%
TC
403
TownSquare Capital
Utah
$307K +$25.7K +419 +9%
Pathstone Family Office
404
Pathstone Family Office
New Jersey
$306K +$44.3K +722 +16%
SWP
405
Strategic Wealth Partners
Ohio
$305K +$321K +5,229 New
PP
406
PDT Partners
New York
$302K +$318K +5,177 New
GCP
407
GSA Capital Partners
United Kingdom
$298K +$112K +1,825 +56%
Diversified Trust
408
Diversified Trust
Tennessee
$298K +$114K +1,852 +57%
Metis Global Partners
409
Metis Global Partners
California
$296K +$81.1K +1,321 +35%
IAMOG
410
Investors Asset Management of Georgia
Georgia
$295K – – –
RWA
411
River Wealth Advisors
Pennsylvania
$293K -$25.2K -410 -8%
SIA
412
SkyView Investment Advisors
New Jersey
$293K +$39.7K +647 +15%
HCM
413
Howland Capital Management
Massachusetts
$292K +$307K +5,005 New
CFA
414
CWS Financial Advisors
Michigan
$289K -$94.3K -1,537 -24%
PRC
415
Pearl River Capital
Michigan
$286K +$300K +4,895 New
MC
416
Moors & Cabot
Massachusetts
$285K -$6.14K -100 -2%
HIM
417
Hotaling Investment Management
Pennsylvania
$284K +$6.38K +104 +2%
DEM
418
Disciplined Equity Management
Florida
$284K +$299K +4,870 New
Buckingham Strategic Wealth
419
Buckingham Strategic Wealth
Missouri
$283K +$11.2K +182 +4%
Forum Financial Management
420
Forum Financial Management
Illinois
$281K +$6.87K +112 +2%
Krane Funds Advisors
421
Krane Funds Advisors
New York
$279K -$53K -863 -15%
Vontobel Holding
422
Vontobel Holding
Switzerland
$279K -$44.7K -728 -13%
Carson Wealth (CWM LLC)
423
Carson Wealth (CWM LLC)
Nebraska
$279K +$37K +603 +14%
Fuller & Thaler Asset Management
424
Fuller & Thaler Asset Management
California
$278K -$44.8K -730 -13%
KFP
425
KB Financial Partners
New Jersey
$273K +$36.2K +590 +14%