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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
PWG
451
Portside Wealth Group
Utah
$665K +$134K +1,543 +26%
IEQ Capital
452
IEQ Capital
California
$659K +$61.8K +712 +11%
HAS
453
Holland Advisory Services
Florida
$657K +$868 +10 +0.1%
SFG
454
SevenBridge Financial Group
Pennsylvania
$647K – – –
NC
455
nVerses Capital
Florida
$635K +$616K +7,100 New
Tokio Marine Asset Management
456
Tokio Marine Asset Management
Japan
$634K – – –
NEOS Investment Management
457
NEOS Investment Management
Connecticut
$633K +$173K +1,992 +39%
Banco Bilbao Vizcaya Argentaria
458
Banco Bilbao Vizcaya Argentaria
Spain
$632K -$2.92M -33,604 -83%
Cannell & Spears
459
Cannell & Spears
New York
$630K – – –
BWM
460
Bullock Wealth Management
Indiana
$628K -$116K -1,333 -16%
MC
461
Machina Capital
France
$624K +$606K +6,981 New
OneDigital Investment Advisors
462
OneDigital Investment Advisors
Kansas
$623K +$694 +8 +0.1%
PIM
463
Plato Investment Management
Australia
$622K – – –
LCWP
464
Legacy Capital Wealth Partners
Arkansas
$620K +$602K +6,933 New
Sequoia Financial Advisors
465
Sequoia Financial Advisors
Ohio
$613K +$14.2K +163 +2%
FTDI
466
First Trust Direct Indexing
Massachusetts
$608K +$209K +2,413 +55%
MC
467
Moors & Cabot
Massachusetts
$606K +$3.3K +38 +0.6%
BI Asset Management Fondsmaeglerselskab
468
BI Asset Management Fondsmaeglerselskab
Denmark
$606K -$927K -10,676 -61%
Summit Financial
469
Summit Financial
New Jersey
$605K +$314K +3,617 +115%
Ossiam
470
Ossiam
France
$599K -$323K -3,717 -36%
NRI
471
NFP Retirement Inc
California
$597K – – –
NLP
472
Next Level Private
New York
$582K – – –
IFU
473
iSAM Funds (UK)
United Kingdom
$582K +$565K +6,512 New
SIM
474
Studio Investment Management
Illinois
$574K +$11.3K +130 +2%
Squarepoint
475
Squarepoint
New York
$574K +$868 +10 +0.2%