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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
526
Darwin Wealth Management
Florida
$298K – – –
AWS
527
Atria Wealth Solutions
New York
$297K -$9.81K -122 -3%
BP
528
Ballentine Partners
Massachusetts
$294K +$5.39K +67 +2%
UCFA
529
United Capital Financial Advisors
Texas
$294K +$2.41K +30 +0.9%
HI
530
Horizon Investments
North Carolina
$291K -$643 -8 -0.2%
AWM
531
AE Wealth Management
Kansas
$289K -$4.74M -59,018 -95%
FLC
532
Fifth Lane Capital
Texas
$277K +$255K +3,168 New
FA
533
Faithward Advisors
Pennsylvania
$277K +$254K +3,164 New
AIM
534
Anchor Investment Management
South Carolina
$277K +$6.51K +81 +3%
SF
535
Summit Financial
New Jersey
$276K -$48.7K -606 -16%
PTC
536
Private Trust Company
Ohio
$275K +$6.91K +86 +3%
GFS
537
GYL Financial Synergies
Connecticut
$272K +$5.71K +71 +2%
IFG
538
Independent Financial Group
California
$272K -$71.5K -890 -22%
FP
539
Foundry Partners
Minnesota
$269K – – –
MCA
540
MSH Capital Advisors
Arizona
$268K +$402 +5 +0.2%
IGAM
541
iA Global Asset Management
Quebec, Canada
$263K -$60.1K -747 -20%
JSW
542
Journey Strategic Wealth
New Jersey
$260K – – –
MWM
543
Mattern Wealth Management
Kansas
$260K -$52.6K -654 -18%
FTIS
544
First Trust Investment Solutions
Florida
$254K +$233K +2,900 New
AAIS
545
ABN AMRO Investment Solutions
$253K -$93.3K -1,161 -29%
CCP
546
Carmel Capital Partners
California
$249K -$25.1K -312 -10%
HFM
547
Harvest Fund Management
China
$248K +$219K +2,729 +2,459%
GL
548
Graypoint LLC
New York
$245K +$225K +2,799 New
NW
549
NewEdge Wealth
Pennsylvania
$239K +$232K +2,880 New
CP
550
Covenant Partners
Tennessee
$237K +$218K +2,710 New
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