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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
426
Baker Tilly Wealth Management
Wisconsin
$417K -$765K -10,723 -64%
EWA
427
EP Wealth Advisors
California
$416K +$425K +5,956 New
TMAM
428
Tokio Marine Asset Management
Japan
$413K +$35.9K +504 +9%
Macquarie Group
429
Macquarie Group
Australia
$411K -$30.8K -432 -7%
MFA
430
Mayflower Financial Advisors
Massachusetts
$403K -$144K -2,019 -26%
SW
431
SlateStone Wealth
Florida
$402K +$125K +1,750 +44%
ST
432
Somerset Trust
Pennsylvania
$400K +$14.4K +202 +4%
WTB
433
Washington Trust Bank
Washington
$399K
Capstone Investment Advisors
434
Capstone Investment Advisors
New York
$397K -$856 -12 -0.2%
VI
435
Vestcor Inc
New Brunswick, Canada
$395K
PTC
436
Petrus Trust Company
Texas
$383K +$162K +2,278 +71%
SEC
437
Seven Eight Capital
New York
$379K -$273K -3,828 -41%
Connor, Clark & Lunn Investment Management (CC&L)
438
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$371K +$379K +5,315 New
Fifth Third Bancorp
439
Fifth Third Bancorp
Ohio
$370K +$30.5K +427 +9%
Vontobel Holding
440
Vontobel Holding
Switzerland
$368K -$28.5K -400 -7%
SIA
441
Schechter Investment Advisors
Michigan
$355K -$21.5K -302 -6%
CCA
442
Cadent Capital Advisors
Oklahoma
$352K
DC
443
Davenport & Co
Virginia
$351K
Envestnet Portfolio Solutions
444
Envestnet Portfolio Solutions
Illinois
$349K +$357K +5,001 New
PAS
445
Park Avenue Securities
New York
$349K +$356K +4,996 New
Carson Wealth (CWM LLC)
446
Carson Wealth (CWM LLC)
Nebraska
$340K -$4.14K -58 -1%
BSW
447
Buckingham Strategic Wealth
Missouri
$336K -$18.6K -261 -5%
BMSSC
448
B. Metzler seel. Sohn & Co
Germany
$336K
CCA
449
Checchi Capital Advisers
California
$333K -$3.42K -48 -1%
RWA
450
River Wealth Advisors
Pennsylvania
$332K