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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
DEA
501
DoubleLine ETF Adviser
Florida
$281K +$22.9K +320 +9%
AAS
502
Avantax Advisory Services
Texas
$280K +$281K +3,936 New
AWAU
503
Alliance Wealth Advisors (Utah)
Utah
$278K +$279K +3,908 New
FTDI
504
First Trust Direct Indexing
Massachusetts
$274K +$23.2K +325 +9%
BSW
505
Buckingham Strategic Wealth
Missouri
$273K -$69.4K -971 -20%
SF
506
Summit Financial
New Jersey
$267K +$26.1K +365 +11%
IGAM
507
iA Global Asset Management
Quebec, Canada
$267K +$7.22K +101 +3%
GT
508
Greenleaf Trust
Michigan
$266K -$19.2K -269 -7%
SSW
509
Smith Shellnut Wilson
Mississippi
$262K
BHCM
510
Brevan Howard Capital Management
Jersey
$260K +$261K +3,656 New
NG
511
Norden Group
Utah
$258K +$259K +3,630 New
MWM
512
Mattern Wealth Management
Kansas
$257K -$3.29K -46 -1%
CAMG
513
CWA Asset Management Group
Florida
$256K +$258K +3,604 New
WHCI
514
W.H. Cornerstone Investments
Massachusetts
$251K +$429 +6 +0.2%
HWM
515
HB Wealth Management
Georgia
$251K +$37.8K +529 +18%
AWS
516
Atria Wealth Solutions
New York
$250K +$252K +3,520 New
DWM
517
Darwin Wealth Management
Florida
$242K
LWAM
518
Legacy Wealth Asset Management
Minnesota
$240K +$242K +3,379 New
Cetera Investment Advisers
519
Cetera Investment Advisers
Illinois
$240K +$241K +3,376 New
HI
520
Horizon Investments
North Carolina
$237K -$18.8K -263 -7%
UCFA
521
United Capital Financial Advisors
Texas
$237K +$238K +3,330 New
MGIA
522
Moneta Group Investment Advisors
Missouri
$236K +$237K +3,318 New
BP
523
Ballentine Partners
Massachusetts
$234K +$236K +3,296 New
NIM
524
NEOS Investment Management
Connecticut
$232K +$233K +3,261 New
Wolverine Trading
525
Wolverine Trading
Illinois
$231K +$233K +3,253 New