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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
526
Buckingham Strategic Wealth
Missouri
$357K +$2.6K +30 +0.8%
SIA
527
Schechter Investment Advisors
Michigan
$355K +$608 +7 +0.2%
AWAU
528
Alliance Wealth Advisors (Utah)
Utah
$354K +$6.86K +79 +2%
LWAM
529
Legacy Wealth Asset Management
Minnesota
$354K +$4.25K +49 +1%
GT
530
Greenleaf Trust
Michigan
$351K +$9.98K +115 +3%
RWA
531
River Wealth Advisors
Pennsylvania
$350K -$34.7K -400 -9%
DEA
532
DoubleLine ETF Adviser
Florida
$349K -$12.1K -139 -3%
OWA
533
Outlook Wealth Advisors
Texas
$343K +$333K +3,834 New
RWM
534
Revisor Wealth Management
Ohio
$340K -$232K -2,667 -41%
CIA
535
Concurrent Investment Advisors
Florida
$339K +$329K +3,795 New
JFG
536
Jefferies Financial Group
New York
$338K +$329K +3,785 New
MYAM
537
Meiji Yasuda Asset Management
Japan
$333K +$21.9K +252 +7%
SSW
538
Smith Shellnut Wilson
Mississippi
$330K
DS
539
DRW Securities
Illinois
$329K +$319K +3,678 New
SCA
540
Stonebridge Capital Advisors
Minnesota
$326K
PA
541
Profund Advisors
Maryland
$324K -$6.16K -71 -2%
BCI
542
Brinker Capital Investments
Pennsylvania
$321K -$10.1K -116 -3%
OPS
543
Orion Portfolio Solutions
Nebraska
$321K -$10.1K -116 -3%
WHCI
544
W.H. Cornerstone Investments
Massachusetts
$318K +$1.3K +15 +0.4%
SAM
545
Strategy Asset Managers
California
$316K -$649K -7,473 -62%
ATC
546
Argent Trust Co
Tennessee
$315K +$305K +3,518 New
Walleye Capital
547
Walleye Capital
New York
$311K +$302K +3,477 New
FRM
548
Fox Run Management
Connecticut
$309K +$300K +3,461 New
SP
549
Symmetry Partners
Connecticut
$309K -$74.6K -859 -20%
BP
550
Ballentine Partners
Massachusetts
$308K +$7.47K +86 +3%