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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
426
Sivia Capital Partners
California
$634K +$603K +9,882 New
CIA
427
Compass Ion Advisors
Pennsylvania
$629K -$182K -2,983 -23%
OAM
428
Occidental Asset Management
California
$626K +$12.6K +207 +2%
XWM
429
Xcel Wealth Management
Florida
$623K +$176K +2,884 +42%
RCM
430
RMR Capital Management
California
$622K +$291K +4,774 +97%
IAA
431
Independent Advisor Alliance
North Carolina
$621K +$73.1K +1,198 +14%
NG
432
Norden Group
Utah
$620K +$384K +6,288 +186%
PAM
433
Panagora Asset Management
Massachusetts
$617K – – –
RG
434
Rathbones Group
United Kingdom
$616K -$69.8M -1,144,611 -99%
PS
435
Principal Securities
Iowa
$616K +$5.37K +88 +0.9%
VAG
436
VisionPoint Advisory Group
Texas
$609K +$111K +1,820 +24%
NMIMC
437
Northwestern Mutual Investment Management Company
Wisconsin
$599K -$1.4K -23 -0.2%
S
438
SignatureFD
Georgia
$596K +$261K +4,282 +85%
HAIM
439
Hunter Associates Investment Management
Pennsylvania
$587K -$33.5K -550 -6%
ACA
440
Aptus Capital Advisors
Alabama
$575K +$25.9K +424 +5%
HCA
441
Hyperion Capital Advisors
New York
$571K – – –
BPCE
442
Bank Pictet & Cie (Europe)
Germany
$570K – – –
SCM
443
Sterling Capital Management
North Carolina
$569K +$5.43K +89 +1%
TFS
444
Thoroughbred Financial Services
Tennessee
$565K +$118K +1,938 +28%
PFA
445
Pure Financial Advisors
California
$564K +$537K +8,796 New
MSA
446
MUFG Securities Americas
New York
$563K +$41.4K +679 +8%
OAM
447
Oppenheimer Asset Management
New York
$561K +$159K +2,600 +42%
TWM
448
Trueblood Wealth Management
Ohio
$560K -$233K -3,827 -30%
FEG
449
Financial Enhancement Group
Indiana
$560K -$14.6K -240 -3%
CA
450
CWC Advisors
Oregon
$549K +$4.64K +76 +0.9%
16 17
18
19 20