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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
501
Squarepoint
New York
$660K -$4.18K -42 -0.7%
LCWP
502
Legacy Capital Wealth Partners
Arkansas
$656K -$60.2K -605 -9%
XWM
503
Xcel Wealth Management
Florida
$651K
BMSSC
504
B. Metzler seel. Sohn & Co
Germany
$646K
BTWM
505
Baker Tilly Wealth Management
Wisconsin
$639K +$78.5K +789 +15%
SF
506
Synovus Financial
Georgia
$638K +$11.6K +117 +2%
Carson Wealth (CWM LLC)
507
Carson Wealth (CWM LLC)
Nebraska
$635K +$298 +3 +0%
CFO
508
Callan Family Office
Pennsylvania
$633K +$155K +1,557 +34%
KPWS
509
Kestra Private Wealth Services
Texas
$630K +$12.3K +124 +2%
AFG
510
Atomi Financial Group
New York
$621K +$596K +5,995 New
Verition Fund Management
511
Verition Fund Management
Connecticut
$616K +$114K +1,143 +24%
MOS
512
MGO One Seven
Ohio
$606K -$7.26K -73 -1%
SAM
513
Strategy Asset Managers
California
$603K +$122K +1,231 +27%
KA
514
Klingman & Associates
New York
$601K
GWP
515
Gen-Wealth Partners
Michigan
$594K -$67.8K -682 -11%
MFA
516
Mayflower Financial Advisors
Massachusetts
$573K -$2.98K -30 -0.5%
FCP
517
Fidelis Capital Partners
Florida
$569K -$10.6K -107 -2%
AIM
518
Aigen Investment Management
New York
$548K +$526K +5,288 New
APWM
519
Argonautica Private Wealth Management
Massachusetts
$546K +$1.19K +12 +0.2%
KWM
520
Kingsview Wealth Management
Oregon
$546K +$6.76K +68 +1%
JCIA
521
Jackson Creek Investment Advisors
Colorado
$541K -$94.5K -950 -15%
RCM
522
Radnor Capital Management
Pennsylvania
$538K +$516K +5,190 New
HWM
523
HB Wealth Management
Georgia
$538K +$49.5K +498 +11%
SLAM
524
Swiss Life Asset Management
$532K -$25K -251 -5%
OTL
525
Oak Thistle LLC
New York
$524K +$503K +5,054 New