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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
SP
551
Symmetry Partners
Connecticut
$309K -$74.6K -859 -20%
BP
552
Ballentine Partners
Massachusetts
$308K +$7.47K +86 +3%
PTC
553
Private Trust Company
Ohio
$305K +$23.4K +270 +9%
CNBT
554
Canandaigua National Bank & Trust
New York
$304K -$1.3K -15 -0.4%
BIA
555
Benchmark Investment Advisors
Illinois
$302K +$294K +3,383 New
DWM
556
Diversify Wealth Management
Utah
$302K +$266K +3,068 New
HI
557
Horizon Investments
North Carolina
$301K +$3.91K +45 +1%
IFG
558
Independent Financial Group
California
$300K +$22.1K +254 +8%
AIM
559
Anchor Investment Management
South Carolina
$294K +$10.9K +125 +4%
VSQM
560
V-Square Quantitative Management
Illinois
$294K -$29.4K -339 -9%
Lazard Asset Management
561
Lazard Asset Management
New York
$292K -$606K -6,978 -68%
WAG
562
Wallace Advisory Group
California
$286K +$15.3K +176 +6%
FAFN
563
First Affirmative Financial Network
Colorado
$286K -$60.9K -702 -18%
MGIA
564
Moneta Group Investment Advisors
Missouri
$284K -$49K -565 -15%
FRA
565
Frank Rimerman Advisors
California
$279K +$271K +3,122 New
OA
566
Operose Advisors
Wisconsin
$279K +$252K +2,900 +1,336%
CF
567
Copperwynd Financial
Arizona
$276K +$10.9K +126 +5%
HCPC
568
Hamilton Capital Partners (Canada)
$273K -$93.8K -1,080 -26%
AWM
569
Apollon Wealth Management
South Carolina
$272K +$35.9K +414 +16%
MA
570
Mutual Advisors
Nebraska
$272K +$15.2K +175 +7%
GFS
571
GYL Financial Synergies
Connecticut
$272K -$6.08K -70 -2%
GL
572
Graypoint LLC
New York
$269K +$18.2K +210 +8%
FA
573
Faithward Advisors
Pennsylvania
$268K -$14.5K -167 -5%
MWM
574
Mattern Wealth Management
Kansas
$265K – – –
UCFA
575
United Capital Financial Advisors
Texas
$265K -$34.3K -395 -12%