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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
526
Revisor Wealth Management
Ohio
$230K -$62.7K -877 -21%
BCI
527
Brinker Capital Investments
Pennsylvania
$229K +$227K +3,176 New
OPS
528
Orion Portfolio Solutions
Nebraska
$229K +$227K +3,176 New
CFA
529
CWS Financial Advisors
Michigan
$226K -$70.3K -983 -24%
CCP
530
Carmel Capital Partners
California
$225K +$89.3K +1,250 +65%
PIWA
531
Prevail Innovative Wealth Advisors
Kansas
$225K +$226K +3,158 New
AIM
532
Anchor Investment Management
South Carolina
$219K
FP
533
Foundry Partners
Minnesota
$218K
PA
534
Profund Advisors
Maryland
$218K +$219K +3,061 New
MCA
535
MSH Capital Advisors
Arizona
$218K +$357 +5 +0.2%
PTC
536
Private Trust Company
Ohio
$217K +$8.79K +123 +4%
KWM
537
Kingsview Wealth Management
Oregon
$217K -$2.36K -33 -1%
GFS
538
GYL Financial Synergies
Connecticut
$216K +$217K +3,037 New
FAFN
539
First Affirmative Financial Network
Colorado
$215K +$216K +3,027 New
JSW
540
Journey Strategic Wealth
New Jersey
$211K
PI
541
PEAK6 Investments
Illinois
$211K +$177K +2,481 +506%
CNBT
542
Canandaigua National Bank & Trust
New York
$209K +$210K +2,939 New
EF
543
Empowered Funds
Pennsylvania
$209K -$16.4K -230 -7%
Lido Advisors
544
Lido Advisors
California
$207K -$2.03M -28,340 -91%
VIA
545
Virtus Investment Advisers
Connecticut
$206K +$207K +2,900 New
CI Investments Inc
546
CI Investments Inc
Ontario, Canada
$199K -$99.7K -1,395 -33%
VSQM
547
V-Square Quantitative Management
Illinois
$188K
UM
548
UniSuper Management
Australia
$185K +$64K +896 +53%
GI
549
GAMMA Investing
California
$184K +$170K +2,378 New
ETC
550
Exchange Traded Concepts
Oklahoma
$170K +$171K +2,397 New