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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
551
Trust Asset Management
Texas
$237K +$217K +2,703 New
GWM
552
Gibbs Wealth Management
Georgia
$236K +$216K +2,693 New
PWM
553
Provident Wealth Management
Tennessee
$235K +$216K +2,689 New
BA
554
Brightwater Advisory
Florida
$233K +$214K +2,662 New
CF
555
Copperwynd Financial
Arizona
$232K +$213K +2,646 New
AWM
556
Apollon Wealth Management
South Carolina
$230K +$212K +2,632 New
VIA
557
Virtus Investment Advisers
Connecticut
$229K -$22.5K -280 -10%
MCM
558
MAI Capital Management
Ohio
$228K +$209K +2,606 New
DT
559
Diversified Trust
Tennessee
$227K -$142K -1,765 -41%
MA
560
Mutual Advisors
Nebraska
$226K +$207K +2,578 New
FFP
561
FourThought Financial Partners
Florida
$223K +$205K +2,549 New
CI Investments Inc
562
CI Investments Inc
Ontario, Canada
$223K -$20.2K -251 -9%
CI
563
Cigna Investments
Connecticut
$223K +$204K +2,543 New
EL
564
EWA LLC
Pennsylvania
$223K +$206K +2,558 New
WAG
565
Wallace Advisory Group
California
$215K +$243K +3,027 New
NPFS
566
Novak & Powell Financial Services
Florida
$214K +$196K +2,440 New
NS
567
NBC Securities
Alabama
$212K
ATPW
568
Ashton Thomas Private Wealth
Arizona
$212K +$194K +2,418 New
MSAM
569
Moloney Securities Asset Management
Missouri
$210K +$193K +2,396 New
TIA
570
Tiemann Investment Advisors
California
$208K +$191K +2,380 New
BFG
571
Bleakley Financial Group
New Jersey
$208K +$191K +2,373 New
SW
572
Simplicity Wealth
New Jersey
$208K +$191K +2,373 New
VC
573
Vicus Capital
Pennsylvania
$207K +$191K +2,370 New
FHA
574
Flagship Harbor Advisors
Massachusetts
$207K +$190K +2,362 New
LSAG
575
Lake Street Advisors Group
New Hampshire
$204K +$187K +2,328 New