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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
OIMU
551
Osmosis Investment Management UK
United Kingdom
$400K +$419K +5,022 New
PVI
552
Pine Valley Investments
New Jersey
$399K +$16.9K +203 +4%
KA
553
Klingman & Associates
New York
$399K +$21.1K +253 +5%
TPI
554
Trust Point Inc
Wisconsin
$398K +$52.3K +627 +14%
ANBOT
555
American National Bank of Texas
Texas
$391K +$22K +264 +6%
RWM
556
Revisor Wealth Management
Ohio
$383K +$22.9K +274 +6%
WANY
557
Wealthspire Advisors (New York)
New York
$376K +$218K +2,618 +125%
MFA
558
Mayflower Financial Advisors
Massachusetts
$371K -$65.3K -783 -14%
FPCG
559
Forum Private Client Group
Indiana
$367K +$751 +9 +0.2%
CW
560
CreativeOne Wealth
Kansas
$359K +$11.6K +139 +3%
N
561
Numerai
California
$358K -$1.42M -16,959 -79%
PCM
562
Prelude Capital Management
New York
$356K +$373K +4,465 New
JSW
563
Journey Strategic Wealth
New Jersey
$354K -$153K -1,830 -29%
TG
564
TCW Group
California
$349K +$365K +4,373 New
ATPW
565
Ashton Thomas Private Wealth
Arizona
$348K -$138K -1,654 -27%
AA
566
Apriem Advisors
California
$346K -$250 -3 -0.1%
VSQM
567
V-Square Quantitative Management
Illinois
$344K +$360K +4,312 New
VWM
568
Venturi Wealth Management
Texas
$343K -$58.5K -701 -14%
BAM
569
Belpointe Asset Management
Nevada
$342K +$15.9K +191 +5%
TE
570
Tema ETFs
New York
$341K -$1K -12 -0.3%
ET
571
Entropy Technologies
New York
$341K +$357K +4,280 New
AA
572
ABC Arbitrage
France
$340K +$356K +4,266 New
PIWA
573
Prevail Innovative Wealth Advisors
Kansas
$338K +$8.59K +103 +2%
EH
574
Equitable Holdings
New York
$333K +$50.9K +610 +17%
SFI
575
Siemens Fonds Invest
Germany
$332K -$242K -2,906 -41%
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