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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
PA
501
Prairie Advisory
Kansas
$403K +$383K +6,280 New
MFS
502
Mirabella Financial Services
United Kingdom
$396K +$47.6K +781 +14%
Fisher Asset Management
503
Fisher Asset Management
Washington
$396K +$188K +3,075 +99%
ANBOT
504
American National Bank of Texas
Texas
$391K +$44.7K +733 +14%
Vontobel Holding
505
Vontobel Holding
Switzerland
$389K +$15.7K +258 +4%
CI
506
CX Institutional
Indiana
$388K -$123K -2,024 -25%
WP
507
WealthPLAN Partners
Nebraska
$387K -$851K -13,957 -70%
RWP
508
RWA Wealth Partners
Massachusetts
$381K – – –
O
509
Ossiam
France
$380K +$361K +5,922 New
KF
510
Krilogy Financial
Missouri
$374K +$356K +5,831 New
WA
511
Waverly Advisors
Alabama
$373K -$17K -279 -5%
FWI
512
Facet Wealth Inc
Maryland
$371K +$352K +5,777 New
GLF
513
Groupe la Francaise
France
$369K +$351K +5,751 New
TRCT
514
Tower Research Capital (TRC)
New York
$369K -$521K -8,544 -60%
DWM
515
Drive Wealth Management
Utah
$367K +$349K +5,718 New
PCM
516
Prelude Capital Management
New York
$365K +$347K +5,689 New
OIMU
517
Osmosis Investment Management UK
United Kingdom
$360K -$345K -5,656 -50%
RWM
518
Ritholtz Wealth Management
New York
$358K -$42.2K -692 -11%
HT
519
Headlands Technologies
Illinois
$355K +$337K +5,531 New
SIA
520
Serenity Investment Advisors
Illinois
$348K -$1.65K -27 -0.6%
FCP
521
Fidelis Capital Partners
Florida
$344K +$15.7K +257 +5%
EPW
522
Evolve Private Wealth
California
$338K -$24K -394 -7%
PCP
523
Proficio Capital Partners
Massachusetts
$336K -$231K -3,789 -42%
BWM
524
Bullock Wealth Management
Indiana
$333K -$6.77K -111 -2%
SAM
525
Strategy Asset Managers
California
$332K +$44.3K +727 +16%