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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
501
HB Wealth Management
Georgia
$420K +$96.8K +1,115 +31%
Lido Advisors
502
Lido Advisors
California
$416K +$19.3K +222 +5%
Vontobel Holding
503
Vontobel Holding
Switzerland
$416K -$37.3K -430 -8%
PVI
504
Pine Valley Investments
New Jersey
$414K +$4.17K +48 +1%
FPCG
505
Forum Private Client Group
Indiana
$413K +$608 +7 +0.2%
HAG
506
HighPoint Advisor Group
Illinois
$410K +$4.25K +49 +1%
CFO
507
Callan Family Office
Pennsylvania
$407K +$395K +4,555 New
PP
508
Paloma Partners
Connecticut
$407K +$395K +4,552 New
ST
509
Somerset Trust
Pennsylvania
$406K -$347 -4 -0.1%
FAIM
510
Financial Advocates Investment Management
Washington
$406K +$394K +4,542 New
HCA
511
Harbor Capital Advisors
Illinois
$405K +$1.04K +12 +0.3%
HFM
512
Harvest Fund Management
China
$404K +$146K +1,682 +59%
CCA
513
Checchi Capital Advisers
California
$403K -$5.73K -66 -1%
LNWWM
514
Laird Norton Wetherby Wealth Management
California
$402K -$1.65K -19 -0.4%
VWM
515
Venturi Wealth Management
Texas
$391K +$375K +4,320 +8,000%
AA
516
Apriem Advisors
California
$388K
Koshinski Asset Management
517
Koshinski Asset Management
Illinois
$385K -$6.95K -80 -2%
VI
518
Vestcor Inc
New Brunswick, Canada
$382K
MIC
519
Means Investment Company
Maine
$371K
GIA
520
Gateway Investment Advisers
Ohio
$371K -$42.4K -488 -11%
OCBCO
521
Oversea-Chinese Banking Corp (OCBC)
Singapore
$371K
Brown Advisory
522
Brown Advisory
Maryland
$369K -$11.8K -136 -3%
CG
523
Cynosure Group
Utah
$366K +$40.8K +470 +13%
AA
524
ALPS Advisors
Colorado
$364K -$2.08K -24 -0.6%
JSW
525
Journey Strategic Wealth
New Jersey
$361K +$93K +1,071 +36%