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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
PIWA
551
Prevail Innovative Wealth Advisors
Kansas
$275K +$9.46K +155 +4%
CFM
552
Compass Financial Management
Florida
$274K +$261K +4,278 New
FA
553
Faithward Advisors
Pennsylvania
$274K +$260K +4,266 New
ACA
554
Atlas Capital Advisors
Wyoming
$273K +$256K +4,200 +8,400%
PWM
555
Perigon Wealth Management
California
$273K +$259K +4,249 New
PWP
556
Phillips Wealth Planners
Mississippi
$272K +$5.86K +96 +3%
SFI
557
Siemens Fonds Invest
Germany
$266K
BP
558
Ballentine Partners
Massachusetts
$264K +$24.9K +409 +11%
CPCPP
559
Canada Post Corporation Pension Plan
Canada
$264K
CIBC World Market
560
CIBC World Market
Ontario, Canada
$263K +$250K +4,106 New
EGM
561
Engineers Gate Manager
New York
$260K -$109K -1,793 -31%
WTB
562
Washington Trust Bank
Washington
$259K
MIC
563
Means Investment Company
Maine
$258K +$915 +15 +0.4%
CAM
564
Close Asset Management
United Kingdom
$257K -$202K -3,313 -45%
PE
565
PCM Encore
Colorado
$255K +$243K +3,980 New
FRA
566
Frank Rimerman Advisors
California
$255K +$32.5K +533 +15%
MP
567
Moment Partners
California
$251K +$11K +181 +5%
FPL
568
Fortress Private Ledger
North Carolina
$250K +$238K +3,903 New
KP
569
Keel Point
Alabama
$249K +$237K +3,884 New
CC
570
Centiva Capital
New York
$249K +$237K +3,882 New
MYIA
571
Mount Yale Investment Advisors
Colorado
$247K +$37.3K +611 +19%
SL
572
Summitry LLC
California
$244K -$261K -4,282 -53%
GKFF
573
George Kaiser Family Foundation
Oklahoma
$242K
PGCM
574
Prescott Group Capital Management
Oklahoma
$242K
ST
575
Somerset Trust
Pennsylvania
$236K -$7.5K -123 -3%