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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
526
BOK Financial Private Wealth
Colorado
$316K -$13.5K -222 -4%
WA
527
Waddell & Associates
Tennessee
$315K +$299K +4,906 New
PFM
528
Phillips Financial Management
Indiana
$315K -$2.75K -45 -0.9%
FCG
529
Fielder Capital Group
Tennessee
$313K +$298K +4,885 New
HCA
530
Harbor Capital Advisors
Illinois
$313K +$671 +11 +0.2%
SL
531
SFM LLC
New Hampshire
$310K -$265K -4,349 -47%
DWT
532
Dorsey & Whitney Trust
South Dakota
$310K +$295K +4,828 New
HCPC
533
Hamilton Capital Partners (Canada)
$308K -$141K -2,312 -32%
BZWA
534
Blue Zone Wealth Advisors
California
$308K – – –
LFG
535
Larson Financial Group
Missouri
$307K +$195K +3,204 +203%
LCWP
536
Legacy Capital Wealth Partners
Arkansas
$301K +$19.5K +319 +7%
TG
537
TCW Group
California
$300K +$4.94K +81 +2%
BHC
538
Bull Harbor Capital
Maryland
$297K +$282K +4,622 New
AC
539
AlphaCore Capital
California
$294K +$280K +4,587 New
FPCG
540
Forum Private Client Group
Indiana
$293K -$732 -12 -0.3%
PA
541
Parallel Advisors
California
$285K +$83.8K +1,373 +45%
VIM
542
VELA Investment Management
Ohio
$282K +$25K +410 +10%
MYLI
543
Meiji Yasuda Life Insurance
Japan
$282K +$268K +4,390 New
NFG
544
Northbridge Financial Group
Florida
$279K – – –
CW
545
CreativeOne Wealth
Kansas
$279K +$1.71K +28 +0.6%
CFP
546
Catalyst Financial Partners
Massachusetts
$277K +$264K +4,325 New
LAM
547
Lewis Asset Management
California
$276K +$263K +4,306 New
EL
548
EWA LLC
Pennsylvania
$276K +$262K +4,303 New
GWP
549
Gen-Wealth Partners
Michigan
$276K -$23.2K -380 -8%
TPI
550
Trust Point Inc
Wisconsin
$276K -$108K -1,763 -29%
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