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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
NewEdge Wealth
551
NewEdge Wealth
Pennsylvania
$239K +$232K +2,880 New
CP
552
Covenant Partners
Tennessee
$237K +$218K +2,710 New
TAM
553
Trust Asset Management
Texas
$237K +$217K +2,703 New
GWM
554
Gibbs Wealth Management
Georgia
$236K +$216K +2,693 New
PWM
555
Provident Wealth Management
Tennessee
$235K +$216K +2,689 New
BA
556
Brightwater Advisory
Florida
$233K +$214K +2,662 New
CF
557
Copperwynd Financial
Arizona
$232K +$213K +2,646 New
Apollon Wealth Management
558
Apollon Wealth Management
South Carolina
$230K +$212K +2,632 New
VIA
559
Virtus Investment Advisers
Connecticut
$229K -$22.5K -280 -10%
MAI Capital Management
560
MAI Capital Management
Ohio
$228K +$209K +2,606 New
Diversified Trust
561
Diversified Trust
Tennessee
$227K -$142K -1,765 -41%
MA
562
Mutual Advisors
Nebraska
$226K +$207K +2,578 New
FFP
563
FourThought Financial Partners
Florida
$223K +$205K +2,549 New
CI Investments Inc
564
CI Investments Inc
Ontario, Canada
$223K -$20.2K -251 -9%
CI
565
Cigna Investments
Connecticut
$223K +$204K +2,543 New
EL
566
EWA LLC
Pennsylvania
$223K +$206K +2,558 New
WAG
567
Wallace Advisory Group
California
$215K +$243K +3,027 New
NPFS
568
Novak & Powell Financial Services
Florida
$214K +$196K +2,440 New
NS
569
NBC Securities
Alabama
$212K – – –
Ashton Thomas Private Wealth
570
Ashton Thomas Private Wealth
Arizona
$212K +$194K +2,418 New
MSAM
571
Moloney Securities Asset Management
Missouri
$210K +$193K +2,396 New
TIA
572
Tiemann Investment Advisors
California
$208K +$191K +2,380 New
Bleakley Financial Group
573
Bleakley Financial Group
New Jersey
$208K +$191K +2,373 New
Simplicity Wealth
574
Simplicity Wealth
New Jersey
$208K +$191K +2,373 New
VC
575
Vicus Capital
Pennsylvania
$207K +$191K +2,370 New