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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
551
Plante Moran Financial Advisors
Michigan
$4K – – –
MassMutual Private Wealth & Trust
552
MassMutual Private Wealth & Trust
Connecticut
$4K +$671 +10 +25%
MCM
553
MV Capital Management
Maryland
$4K +$3.82K +57 New
CFO
554
CVA Family Office
Colorado
$4K +$4.02K +60 New
Washington Trust
555
Washington Trust
Rhode Island
$3K -$2.48K -37 -45%
MCM
556
Manchester Capital Management
Vermont
$3K – – –
VCM
557
Versant Capital Management
Arizona
$3K – – –
SC
558
Schubert & Co
Texas
$3K +$805 +12 +33%
EW
559
Evoke Wealth
California
$3K +$2.08K +31 +517%
DI
560
Disciplined Investments
Oklahoma
$3K +$2.75K +41 New
Loomis, Sayles & Company
561
Loomis, Sayles & Company
Massachusetts
$3K +$3.02K +45 New
RWM
562
Raffa Wealth Management
District of Columbia
$2.6K – – –
TD Private Client Wealth
563
TD Private Client Wealth
New York
$2.24K +$2.08K +31 New
CI Investments Inc
564
CI Investments Inc
Ontario, Canada
$2K -$111K -1,662 -98%
BAM
565
Bellevue Asset Management
Washington
$2K – – –
EARNEST Partners
566
EARNEST Partners
Georgia
$2K – – –
LC
567
Lindbrook Capital
California
$2K – – –
GW&K Investment Management
568
GW&K Investment Management
Massachusetts
$2K +$1.48K +22 New
NFSG
569
Newbridge Financial Services Group
Florida
$2K +$1.48K +22 New
Global Retirement Partners
570
Global Retirement Partners
California
$2K +$1.81K +27 New
LIM
571
Longfellow Investment Management
Massachusetts
$1K – – –
FMP
572
Financial Management Professionals
Texas
$1K +$268 +4 +100%
First Horizon Advisors
573
First Horizon Advisors
Tennessee
$1K +$537 +8 New
SIC
574
SJS Investment Consulting
Ohio
$1K +$537 +8 New
JFA
575
JNBA Financial Advisors
Minnesota
$1K +$671 +10 New