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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
VIM
426
Vinva Investment Management
Australia
$419K -$73.9K -1,036 -15%
BTWM
427
Baker Tilly Wealth Management
Wisconsin
$417K -$765K -10,723 -64%
EWA
428
EP Wealth Advisors
California
$416K +$425K +5,956 New
TMAM
429
Tokio Marine Asset Management
Japan
$413K +$35.9K +504 +9%
Macquarie Group
430
Macquarie Group
Australia
$411K -$30.8K -432 -7%
MFA
431
Mayflower Financial Advisors
Massachusetts
$403K -$144K -2,019 -26%
SW
432
SlateStone Wealth
Florida
$402K +$125K +1,750 +44%
ST
433
Somerset Trust
Pennsylvania
$400K +$14.4K +202 +4%
WTB
434
Washington Trust Bank
Washington
$399K – – –
Capstone Investment Advisors
435
Capstone Investment Advisors
New York
$397K -$856 -12 -0.2%
VI
436
Vestcor Inc
New Brunswick, Canada
$395K – – –
PTC
437
Petrus Trust Company
Texas
$383K +$162K +2,278 +71%
SEC
438
Seven Eight Capital
New York
$379K -$273K -3,828 -41%
Connor, Clark & Lunn Investment Management (CC&L)
439
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$371K +$379K +5,315 New
Fifth Third Bancorp
440
Fifth Third Bancorp
Ohio
$370K +$30.5K +427 +9%
Vontobel Holding
441
Vontobel Holding
Switzerland
$368K -$28.5K -400 -7%
SIA
442
Schechter Investment Advisors
Michigan
$355K -$21.5K -302 -6%
CCA
443
Cadent Capital Advisors
Oklahoma
$352K – – –
DC
444
Davenport & Co
Virginia
$351K – – –
Envestnet Portfolio Solutions
445
Envestnet Portfolio Solutions
Illinois
$349K +$357K +5,001 New
PAS
446
Park Avenue Securities
New York
$349K +$356K +4,996 New
Carson Wealth (CWM LLC)
447
Carson Wealth (CWM LLC)
Nebraska
$340K -$4.14K -58 -1%
BSW
448
Buckingham Strategic Wealth
Missouri
$336K -$18.6K -261 -5%
BMSSC
449
B. Metzler seel. Sohn & Co
Germany
$336K – – –
CCA
450
Checchi Capital Advisers
California
$333K -$3.42K -48 -1%