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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
501
Baker Avenue Asset Management
California
$405K -$218K -3,030 -33%
OAM
502
Oppenheimer Asset Management
New York
$401K -$622K -8,629 -58%
PVI
503
Pine Valley Investments
New Jersey
$401K +$82K +1,137 +23%
WA
504
Waverly Advisors
Alabama
$397K +$45.5K +631 +12%
AIA
505
AssuredPartners Investment Advisors
Florida
$397K -$174K -2,408 -29%
TPI
506
Trust Point Inc
Wisconsin
$395K +$76.8K +1,065 +21%
HNB
507
Huntington National Bank
Ohio
$394K +$2.02K +28 +0.5%
BP
508
BBR Partners
New York
$391K +$432K +5,996 New
KAS
509
Kestra Advisory Services
Texas
$390K -$269K -3,733 -38%
RWP
510
RWA Wealth Partners
Massachusetts
$388K
LSA
511
Leonteq Securities AG
Switzerland
$383K -$96.2K -1,334 -19%
GIA
512
Gateway Investment Advisers
Ohio
$381K +$52K +721 +14%
EGM
513
Engineers Gate Manager
New York
$381K -$20.8K -289 -5%
AU
514
AlphaGrep UK
$380K -$133K -1,851 -24%
VF
515
Virtu Financial
New York
$380K +$15.4K +213 +4%
Vontobel Holding
516
Vontobel Holding
Switzerland
$378K +$44.3K +615 +12%
ECM
517
Evergreen Capital Management
Washington
$374K +$193K +2,674 +87%
WP
518
Woodline Partners
California
$372K +$411K +5,702 New
RWM
519
Revisor Wealth Management
Ohio
$371K +$55.1K +764 +16%
AO
520
Advisor OS
Illinois
$370K +$15.8K +219 +4%
EPW
521
Evolve Private Wealth
California
$369K +$140K +1,938 +52%
VAM
522
Verity Asset Management
North Carolina
$369K +$408K +5,662 New
VSQM
523
V-Square Quantitative Management
Illinois
$367K +$95.1K +1,320 +31%
SBFM
524
S-Bank Fund Management
Finland
$365K -$15K -208 -4%
MA
525
MJP Associates
Connecticut
$363K +$22.3K +310 +6%