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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
551
Centennial Bank
Arkansas
$499K -$244K -2,500 -32%
APWM
552
Argonautica Private Wealth Management
Massachusetts
$491K -$2.73K -28 -0.5%
AO
553
Advisor OS
Illinois
$490K – – –
MA
554
MJP Associates
Connecticut
$489K -$585 -6 -0.1%
HCM
555
Howland Capital Management
Massachusetts
$487K – – –
VI
556
Vestcor Inc
New Brunswick, Canada
$486K – – –
HNB
557
Huntington National Bank
Ohio
$483K +$155K +1,589 +45%
GWP
558
Gen-Wealth Partners
Michigan
$478K +$35K +359 +8%
LCWP
559
Legacy Capital Wealth Partners
Arkansas
$476K -$10.3K -106 -2%
PFM
560
Phillips Financial Management
Indiana
$475K +$91.6K +940 +23%
IMRF
561
Illinois Municipal Retirement Fund
Illinois
$470K -$1.7M -17,427 -78%
VWM
562
Venturi Wealth Management
Texas
$470K -$25.2K -259 -5%
PWG
563
Portside Wealth Group
Utah
$462K -$172K -1,763 -26%
PVI
564
Pine Valley Investments
New Jersey
$451K +$34.6K +355 +8%
KA
565
Klingman & Associates
New York
$446K +$24.6K +252 +6%
FFM
566
Forum Financial Management
Illinois
$443K -$97 -1 -0%
TCA
567
Transcend Capital Advisors
New Jersey
$439K +$252K +2,584 +123%
ANBOT
568
American National Bank of Texas
Texas
$436K +$453K +4,647 New
MP
569
Moment Partners
California
$434K +$13.3K +136 +3%
RWM
570
Revisor Wealth Management
Ohio
$434K -$1.66K -17 -0.4%
FPCG
571
Forum Private Client Group
Indiana
$431K +$682 +7 +0.2%
PAG
572
Private Advisor Group
New Jersey
$430K +$36.4K +374 +9%
GWM
573
Gibbs Wealth Management
Georgia
$430K -$905K -9,285 -67%
GIA
574
Gateway Investment Advisers
Ohio
$416K +$18.5K +190 +4%
CW
575
CreativeOne Wealth
Kansas
$410K -$2.24K -23 -0.5%
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