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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
501
HighPoint Advisor Group
Illinois
$355K -$161 -2 -0%
DEA
502
DoubleLine ETF Adviser
Florida
$354K +$7.64K +95 +2%
GI
503
GAMMA Investing
California
$353K +$133K +1,660 +70%
RCM
504
Radnor Capital Management
Pennsylvania
$350K – – –
BSW
505
Buckingham Strategic Wealth
Missouri
$347K +$10K +125 +3%
SIA
506
Schechter Investment Advisors
Michigan
$347K -$27.6K -343 -8%
LWAM
507
Legacy Wealth Asset Management
Minnesota
$342K +$42.4K +528 +16%
FAFN
508
First Affirmative Financial Network
Colorado
$341K +$70.3K +874 +29%
AWAU
509
Alliance Wealth Advisors (Utah)
Utah
$340K -$2.01K -25 -0.6%
IMCOOI
510
Investment Management Corp of Ontario (IMCO)
Canada
$340K -$4.45M -55,386 -93%
GT
511
Greenleaf Trust
Michigan
$334K +$5.55K +69 +2%
MGIA
512
Moneta Group Investment Advisors
Missouri
$327K +$33.6K +418 +13%
BCI
513
Brinker Capital Investments
Pennsylvania
$324K +$42.5K +529 +17%
OPS
514
Orion Portfolio Solutions
Nebraska
$324K +$42.5K +529 +17%
PA
515
Profund Advisors
Maryland
$323K +$50.9K +633 +21%
SSW
516
Smith Shellnut Wilson
Mississippi
$323K – – –
SCA
517
Stonebridge Capital Advisors
Minnesota
$320K -$36.2K -450 -11%
CG
518
Cynosure Group
Utah
$318K +$292K +3,629 New
VSQM
519
V-Square Quantitative Management
Illinois
$317K +$78.3K +974 +37%
HWM
520
HB Wealth Management
Georgia
$313K +$4.18K +52 +1%
WHCI
521
W.H. Cornerstone Investments
Massachusetts
$310K +$482 +6 +0.2%
EF
522
Empowered Funds
Pennsylvania
$307K +$45.9K +571 +19%
MYAM
523
Meiji Yasuda Asset Management
Japan
$304K +$279K +3,470 New
PRC
524
Pearl River Capital
Michigan
$303K +$278K +3,461 New
CNBT
525
Canandaigua National Bank & Trust
New York
$299K +$38.3K +476 +16%
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