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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
426
Concourse Financial Group Securities
Alabama
$9K -$10.1K -220 -52%
VCM
427
Vigilant Capital Management
Maine
$9K -$9.18K -200 -50%
PWMG
428
Prestige Wealth Management Group
New Jersey
$9K – – –
HI
429
Harbour Investments
Wisconsin
$9K +$9.27K +202 New
PSB
430
Piscataqua Savings Bank
New Hampshire
$9K +$9.36K +204 New
First Manhattan
431
First Manhattan
New York
$9K +$10K +218 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
432
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8K +$8.08K +176 New
GRP
433
Global Retirement Partners
California
$7K +$6.88K +150 New
SA
434
SRH Advisors
Kansas
$6K – – –
MA
435
Montag & Associates
Georgia
$5K +$4.59K +100 New
SWA
436
Sutton Wealth Advisors
Florida
$4.48K – – –
Rockefeller Capital Management
437
Rockefeller Capital Management
New York
$4K -$489K -10,661 -99%
RIM
438
Rockbridge Investment Management
New York
$4K – – –
GWS
439
Glassman Wealth Services
Virginia
$4K +$597 +13 +17%
HNB
440
Huntington National Bank
Ohio
$3K – – –
ZB
441
Zions Bancorporation
Utah
$3K – – –
PFBT
442
Parkside Financial Bank & Trust
Missouri
$3K +$184 +4 +6%
MWP
443
Meridian Wealth Partners
Pennsylvania
$3K +$3.26K +71 New
AWM
444
Atticus Wealth Management
Florida
$2K – – –
LC
445
Lindbrook Capital
California
$2K – – –
PMFA
446
Plante Moran Financial Advisors
Michigan
$2K – – –
VCM
447
Versant Capital Management
Arizona
$2K – – –
WT
448
Washington Trust
Rhode Island
$2K – – –
RWM
449
Raffa Wealth Management
District of Columbia
$1.65K – – –
BAM
450
Bellevue Asset Management
Washington
$1K -$184 -4 -11%