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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
476
Mirabella Financial Services
United Kingdom
$1.08M -$22.5M -199,896 -95%
EWA
477
EP Wealth Advisors
California
$1.08M +$70.3K +626 +7%
CIA
478
Concurrent Investment Advisors
Florida
$1.07M -$31.9K -284 -3%
BMSSC
479
B. Metzler seel. Sohn & Co
Germany
$1.07M +$397K +3,529 +58%
MCM
480
Manchester Capital Management
Vermont
$1.06M -$38.4K -342 -3%
OAM
481
Occidental Asset Management
California
$1.05M -$6.63K -59 -0.6%
TFS
482
Thoroughbred Financial Services
Tennessee
$1.05M +$1.06M +9,441 New
ACA
483
Aptus Capital Advisors
Alabama
$1.03M +$1.46K +13 +0.1%
GT
484
Glenview Trust
Kentucky
$1.03M -$26.2K -233 -2%
GC
485
Gilbert & Cook
Iowa
$1.03M -$30.2K -269 -3%
NP
486
Nilsine Partners
Colorado
$1.03M +$1.04M +9,259 New
QI
487
Qtron Investments
Massachusetts
$1.02M – – –
PS
488
Principal Securities
Iowa
$1.02M -$5.17K -46 -0.5%
TMAM
489
Tokio Marine Asset Management
Japan
$1.01M +$90.8K +808 +10%
VA
490
Vident Advisory
Georgia
$1M +$75.3K +670 +8%
ALA
491
Atlas Legacy Advisors
California
$1M +$207K +1,840 +26%
PIWA
492
Prevail Innovative Wealth Advisors
Kansas
$998K -$505K -4,491 -33%
BJL
493
Brighton Jones LLC
Washington
$995K -$36.5K -325 -3%
XT
494
XTX Topco
Cayman Islands
$992K +$1M +8,943 New
NMIMC
495
Northwestern Mutual Investment Management Company
Wisconsin
$991K +$157K +1,394 +18%
GI
496
GAMMA Investing
California
$991K -$1.12K -10 -0.1%
NG
497
Norden Group
Utah
$987K -$217K -1,933 -18%
BPCE
498
Bank Pictet & Cie (Europe)
Germany
$986K – – –
CB
499
Commerce Bank
Missouri
$982K -$6.41K -57 -0.6%
FDP
500
Financiere des Professionnels
Quebec, Canada
$970K -$255K -2,267 -21%
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