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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
Edmond de Rothschild Holding
501
Edmond de Rothschild Holding
Switzerland
$424K – – –
Forum Financial Management
502
Forum Financial Management
Illinois
$421K +$347 +4 +0.1%
HB Wealth Management
503
HB Wealth Management
Georgia
$420K +$96.8K +1,115 +31%
Lido Advisors
504
Lido Advisors
California
$416K +$19.3K +222 +5%
Vontobel Holding
505
Vontobel Holding
Switzerland
$416K -$37.3K -430 -8%
Pine Valley Investments
506
Pine Valley Investments
New Jersey
$414K +$4.17K +48 +1%
FPCG
507
Forum Private Client Group
Indiana
$413K +$608 +7 +0.2%
HighPoint Advisor Group
508
HighPoint Advisor Group
Illinois
$410K +$4.25K +49 +1%
Callan Family Office
509
Callan Family Office
Pennsylvania
$407K +$395K +4,555 New
PP
510
Paloma Partners
Connecticut
$407K +$395K +4,552 New
ST
511
Somerset Trust
Pennsylvania
$406K -$347 -4 -0.1%
FAIM
512
Financial Advocates Investment Management
Washington
$406K +$394K +4,542 New
HCA
513
Harbor Capital Advisors
Illinois
$405K +$1.04K +12 +0.3%
Harvest Fund Management
514
Harvest Fund Management
China
$404K +$146K +1,682 +59%
CCA
515
Checchi Capital Advisers
California
$403K -$5.73K -66 -1%
Laird Norton Wetherby Wealth Management
516
Laird Norton Wetherby Wealth Management
California
$402K -$1.65K -19 -0.4%
VWM
517
Venturi Wealth Management
Texas
$391K +$375K +4,320 +8,000%
AA
518
Apriem Advisors
California
$388K – – –
Koshinski Asset Management
519
Koshinski Asset Management
Illinois
$385K -$6.95K -80 -2%
Vestcor Inc
520
Vestcor Inc
New Brunswick, Canada
$382K – – –
MIC
521
Means Investment Company
Maine
$371K – – –
Gateway Investment Advisers
522
Gateway Investment Advisers
Ohio
$371K -$42.4K -488 -11%
Oversea-Chinese Banking Corp (OCBC)
523
Oversea-Chinese Banking Corp (OCBC)
Singapore
$371K – – –
Brown Advisory
524
Brown Advisory
Maryland
$369K -$11.8K -136 -3%
CG
525
Cynosure Group
Utah
$366K +$40.8K +470 +13%