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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
FEG
501
Financial Enhancement Group
Indiana
$690K -$8.76K -82 -1%
TPW
502
Talon Private Wealth
Florida
$687K
NRI
503
NFP Retirement Inc
California
$681K
FDCDDQ
504
Federation des caisses Desjardins du Quebec
Quebec, Canada
$668K +$168K +1,576 +32%
KPWS
505
Kestra Private Wealth Services
Texas
$661K +$43.4K +406 +7%
AIA
506
AssuredPartners Investment Advisors
Florida
$658K +$689K +6,452 New
TPI
507
Trust Point Inc
Wisconsin
$658K +$420K +3,932 +156%
VWM
508
Venturi Wealth Management
Texas
$652K -$19K -178 -3%
SIM
509
Studio Investment Management
Illinois
$650K -$15.5K -145 -2%
Fifth Third Bancorp
510
Fifth Third Bancorp
Ohio
$649K -$44.4K -416 -6%
XWM
511
Xcel Wealth Management
Florida
$641K
BMSSC
512
B. Metzler seel. Sohn & Co
Germany
$636K
SF
513
Synovus Financial
Georgia
$634K +$6.3K +59 +1%
BTWM
514
Baker Tilly Wealth Management
Wisconsin
$633K +$4.38K +41 +0.7%
HWM
515
HB Wealth Management
Georgia
$628K +$103K +961 +19%
Carson Wealth (CWM LLC)
516
Carson Wealth (CWM LLC)
Nebraska
$624K -$1.07K -10 -0.2%
OWP
517
ORG Wealth Partners
Texas
$622K -$43.1K -404 -6%
GCP
518
GSA Capital Partners
United Kingdom
$618K +$647K +6,059 New
GP
519
Geneva Partners
Wisconsin
$616K +$120K +1,120 +23%
PIM
520
Plato Investment Management
Australia
$611K -$105K -981 -14%
RWP
521
RWA Wealth Partners
Massachusetts
$609K +$638K +5,973 New
LCWP
522
Legacy Capital Wealth Partners
Arkansas
$608K -$39K -365 -6%
SAM
523
Strategy Asset Managers
California
$602K +$8.65K +81 +1%
Capstone Investment Advisors
524
Capstone Investment Advisors
New York
$600K -$996K -9,329 -61%
N
525
Numerai
California
$584K +$611K +5,723 New