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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
451
Motive Wealth Advisors
Michigan
$222K -$1.17M -18,623 -84%
SSW
452
Smith Shellnut Wilson
Mississippi
$222K +$231K +3,671 New
Independent Financial Group
453
Independent Financial Group
California
$220K – – –
CC
454
Cannell & Co
New York
$218K -$62.9K -1,000 -22%
WHCI
455
W.H. Cornerstone Investments
Massachusetts
$217K +$220K +3,504 New
Cetera Investment Advisers
456
Cetera Investment Advisers
Illinois
$212K -$13.5K -214 -6%
Greenleaf Trust
457
Greenleaf Trust
Michigan
$211K +$220K +3,490 New
DWM
458
Darwin Wealth Management
Florida
$208K – – –
MYAM
459
Meiji Yasuda Asset Management
Japan
$206K -$23.3K -370 -10%
Journey Strategic Wealth
460
Journey Strategic Wealth
New Jersey
$205K +$213K +3,383 New
AIM
461
Anchor Investment Management
South Carolina
$198K -$12.6K -200 -6%
PTC
462
Private Trust Company
Ohio
$177K – – –
Smithfield Trust
463
Smithfield Trust
Pennsylvania
$152K – – –
Advisors Asset Management
464
Advisors Asset Management
Colorado
$143K +$18.7K +297 +14%
Benjamin Edwards Inc
465
Benjamin Edwards Inc
Missouri
$142K +$2.89K +46 +2%
Parallel Advisors
466
Parallel Advisors
California
$124K +$11.5K +182 +10%
WFA
467
Wipfli Financial Advisors
Wisconsin
$124K +$129K +2,052 New
TWM
468
Tradition Wealth Management
Minnesota
$119K +$123K +1,960 New
CCA
469
Column Capital Advisors
Indiana
$115K – – –
Group One Trading
470
Group One Trading
Illinois
$106K +$110K +1,749 New
Montag & Associates
471
Montag & Associates
Georgia
$105K +$102K +1,628 +1,628%
SignatureFD
472
SignatureFD
Georgia
$85K -$1.38K -22 -2%
SIM
473
Sentry Investment Management
Wisconsin
$85K – – –
TCOV
474
Trust Company of Vermont
Vermont
$85K – – –
Fred Alger Management
475
Fred Alger Management
New York
$81K -$45.9K -730 -35%