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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
VI
526
Vestcor Inc
New Brunswick, Canada
$332K – – –
CIC
527
Chilton Investment Company
Connecticut
$330K -$112K -1,829 -26%
DILIC
528
Dai-ichi Life Insurance Company
Japan
$326K – – –
CB
529
Centennial Bank
Arkansas
$321K -$19.2K -314 -6%
BFPW
530
BOK Financial Private Wealth
Colorado
$316K -$13.5K -222 -4%
WA
531
Waddell & Associates
Tennessee
$315K +$299K +4,906 New
PFM
532
Phillips Financial Management
Indiana
$315K -$2.75K -45 -0.9%
FCG
533
Fielder Capital Group
Tennessee
$313K +$298K +4,885 New
HCA
534
Harbor Capital Advisors
Illinois
$313K +$671 +11 +0.2%
SL
535
SFM LLC
New Hampshire
$310K -$265K -4,349 -47%
DWT
536
Dorsey & Whitney Trust
South Dakota
$310K +$295K +4,828 New
HCPC
537
Hamilton Capital Partners (Canada)
$308K -$141K -2,312 -32%
BZWA
538
Blue Zone Wealth Advisors
California
$308K – – –
LFG
539
Larson Financial Group
Missouri
$307K +$195K +3,204 +203%
LCWP
540
Legacy Capital Wealth Partners
Arkansas
$301K +$19.5K +319 +7%
TG
541
TCW Group
California
$300K +$4.94K +81 +2%
BHC
542
Bull Harbor Capital
Maryland
$297K +$282K +4,622 New
AC
543
AlphaCore Capital
California
$294K +$280K +4,587 New
FPCG
544
Forum Private Client Group
Indiana
$293K -$732 -12 -0.3%
PA
545
Parallel Advisors
California
$285K +$83.8K +1,373 +45%
MYLI
546
Meiji Yasuda Life Insurance
Japan
$282K +$268K +4,390 New
NFG
547
Northbridge Financial Group
Florida
$279K – – –
CW
548
CreativeOne Wealth
Kansas
$279K +$1.71K +28 +0.6%
CFP
549
Catalyst Financial Partners
Massachusetts
$277K +$264K +4,325 New
LAM
550
Lewis Asset Management
California
$276K +$263K +4,306 New
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