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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
551
Private Trust Company
Ohio
$305K +$23.4K +270 +9%
CNBT
552
Canandaigua National Bank & Trust
New York
$304K -$1.3K -15 -0.4%
BIA
553
Benchmark Investment Advisors
Illinois
$302K +$294K +3,383 New
DWM
554
Diversify Wealth Management
Utah
$302K +$266K +3,068 New
HI
555
Horizon Investments
North Carolina
$301K +$3.91K +45 +1%
IFG
556
Independent Financial Group
California
$300K +$22.1K +254 +8%
AIM
557
Anchor Investment Management
South Carolina
$294K +$10.9K +125 +4%
VSQM
558
V-Square Quantitative Management
Illinois
$294K -$29.4K -339 -9%
Lazard Asset Management
559
Lazard Asset Management
New York
$292K -$606K -6,978 -68%
WAG
560
Wallace Advisory Group
California
$286K +$15.3K +176 +6%
FAFN
561
First Affirmative Financial Network
Colorado
$286K -$60.9K -702 -18%
MGIA
562
Moneta Group Investment Advisors
Missouri
$284K -$49K -565 -15%
FRA
563
Frank Rimerman Advisors
California
$279K +$271K +3,122 New
OA
564
Operose Advisors
Wisconsin
$279K +$252K +2,900 +1,336%
CF
565
Copperwynd Financial
Arizona
$276K +$10.9K +126 +5%
HCPC
566
Hamilton Capital Partners (Canada)
$273K -$93.8K -1,080 -26%
AWM
567
Apollon Wealth Management
South Carolina
$272K +$35.9K +414 +16%
MA
568
Mutual Advisors
Nebraska
$272K +$15.2K +175 +7%
GFS
569
GYL Financial Synergies
Connecticut
$272K -$6.08K -70 -2%
GL
570
Graypoint LLC
New York
$269K +$18.2K +210 +8%
FA
571
Faithward Advisors
Pennsylvania
$268K -$14.5K -167 -5%
MWM
572
Mattern Wealth Management
Kansas
$265K
UCFA
573
United Capital Financial Advisors
Texas
$265K -$34.3K -395 -12%
CCP
574
Carmel Capital Partners
California
$255K
EL
575
EWA LLC
Pennsylvania
$253K +$1.91K +22 +0.9%