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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
476
Laird Norton Wetherby Wealth Management
California
$337K +$5.79K +81 +2%
FFM
477
Forum Financial Management
Illinois
$335K -$1.36K -19 -0.4%
CIA
478
Concurrent Investment Advisors
Florida
$335K +$336K +4,705 New
SFI
479
Siemens Fonds Invest
Germany
$334K +$116K +1,628 +53%
GSEP
480
Golden State Equity Partners
California
$332K +$70.2K +982 +27%
CCA
481
Checchi Capital Advisers
California
$330K -$8.22K -115 -2%
GS
482
GTS Securities
Florida
$330K +$331K +4,634 New
GIA
483
Gateway Investment Advisers
Ohio
$328K – – –
ST
484
Somerset Trust
Pennsylvania
$324K -$83.6K -1,170 -20%
SEM
485
Suncoast Equity Management
Florida
$322K +$324K +4,530 New
RWA
486
River Wealth Advisors
Pennsylvania
$319K -$19.4K -271 -6%
FA
487
FDx Advisors
Illinois
$315K -$429 -6 -0.1%
PVI
488
Pine Valley Investments
New Jersey
$314K +$40.8K +571 +15%
SAM
489
Strategy Asset Managers
California
$310K -$1.14K -16 -0.4%
DT
490
Diversified Trust
Tennessee
$310K +$6K +84 +2%
AA
491
ALPS Advisors
Colorado
$309K -$17.7K -248 -5%
SP
492
Symmetry Partners
Connecticut
$306K -$143K -1,997 -32%
SIA
493
Schechter Investment Advisors
Michigan
$306K -$55.3K -774 -15%
AIMCA
494
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$299K – – –
FI
495
FJ Investments
Utah
$292K +$293K +4,102 New
SCA
496
Stonebridge Capital Advisors
Minnesota
$292K – – –
AAIS
497
ABN AMRO Investment Solutions
$288K – – –
MIC
498
Means Investment Company
Maine
$284K – – –
IFG
499
Independent Financial Group
California
$284K -$9.65K -135 -3%
RCM
500
Radnor Capital Management
Pennsylvania
$284K – – –
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