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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
501
J.W. Cole Advisors
Florida
$845K +$527K +4,712 +226%
TPW
502
Talon Private Wealth
Florida
$838K
FEG
503
Financial Enhancement Group
Indiana
$835K +$42.1K +377 +6%
KAS
504
Kestra Advisory Services
Texas
$834K -$1.27M -11,324 -63%
NRI
505
NFP Retirement Inc
California
$831K
MC
506
Moors & Cabot
Massachusetts
$830K -$14.3K -128 -2%
SFSG
507
Sound Financial Strategies Group
Mississippi
$824K -$270K -2,412 -27%
GVAG
508
Great Valley Advisor Group
Delaware
$821K -$4.17M -37,330 -85%
VWM
509
Venturi Wealth Management
Texas
$805K +$8.49K +76 +1%
Lido Advisors
510
Lido Advisors
California
$796K +$191K +1,707 +36%
BTWM
511
Baker Tilly Wealth Management
Wisconsin
$795K +$20.7K +185 +3%
Carson Wealth (CWM LLC)
512
Carson Wealth (CWM LLC)
Nebraska
$789K +$25.4K +227 +4%
AIA
513
AssuredPartners Investment Advisors
Florida
$773K -$26.9K -241 -4%
SFA
514
Sequoia Financial Advisors
Ohio
$772K -$300K -2,684 -30%
HIM
515
Hanlon Investment Management
New Jersey
$767K -$103K -920 -13%
BMSSC
516
B. Metzler seel. Sohn & Co
Germany
$762K -$12.5K -112 -2%
OWP
517
ORG Wealth Partners
Texas
$753K -$3.24K -29 -0.5%
SIM
518
Studio Investment Management
Illinois
$748K -$39.8K -356 -6%
RCM
519
Radnor Capital Management
Pennsylvania
$745K +$33.5K +300 +5%
SF
520
Synovus Financial
Georgia
$744K -$26.4K -236 -4%
EP
521
Edgestream Partners
New Jersey
$733K -$2.88M -25,774 -81%
TPI
522
Trust Point Inc
Wisconsin
$733K -$62.5K -559 -9%
RWP
523
RWA Wealth Partners
Massachusetts
$732K -$9.5K -85 -1%
AG
524
Ascent Group
Virginia
$722K +$299K +2,676 +86%
CA
525
Claro Advisors
Massachusetts
$721K -$151K -1,349 -19%