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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
451
River Wealth Advisors
Pennsylvania
$332K – – –
FFM
452
Forum Financial Management
Illinois
$330K – – –
LNWWM
453
Laird Norton Wetherby Wealth Management
California
$325K -$29.5K -413 -8%
GIA
454
Gateway Investment Advisers
Ohio
$322K -$17.9K -251 -5%
AA
455
ALPS Advisors
Colorado
$321K +$328K +4,600 New
CW
456
CreativeOne Wealth
Kansas
$320K -$553K -7,748 -63%
FCP
457
Fidelis Capital Partners
Florida
$314K -$27.9K -391 -8%
FA
458
FDx Advisors
Illinois
$310K +$317K +4,442 New
SAM
459
Strategy Asset Managers
California
$305K -$15.5K -218 -5%
KAS
460
Kestra Advisory Services
Texas
$304K +$310K +4,347 New
DT
461
Diversified Trust
Tennessee
$298K -$1.43K -20 -0.5%
Brown Advisory
462
Brown Advisory
Maryland
$297K -$673K -9,435 -69%
NRD
463
Nebula Research & Development
New York
$294K +$300K +4,212 New
AIMCA
464
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$293K – – –
CI Investments Inc
465
CI Investments Inc
Ontario, Canada
$293K +$156K +2,184 +109%
CFA
466
CWS Financial Advisors
Michigan
$291K -$36.7K -515 -11%
IFG
467
Independent Financial Group
California
$288K -$61.8K -866 -17%
RWM
468
Revisor Wealth Management
Ohio
$287K +$67.7K +949 +30%
SCA
469
Stonebridge Capital Advisors
Minnesota
$286K – – –
AAIS
470
ABN AMRO Investment Solutions
$283K -$22.3K -312 -7%
PWM
471
Provident Wealth Management
Tennessee
$282K – – –
GT
472
Greenleaf Trust
Michigan
$280K +$44.4K +623 +18%
MIC
473
Means Investment Company
Maine
$279K – – –
RCM
474
Radnor Capital Management
Pennsylvania
$279K +$285K +4,000 New
BCV
475
Banque Cantonale Vaudoise
Switzerland
$275K -$41.1K -576 -13%