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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
576
Tocqueville Asset Management
New York
$204K +$187K +2,327 New
PWP
577
Phillips Wealth Planners
Mississippi
$201K +$199K +2,480 New
FDCDDQ
578
Federation des caisses Desjardins du Quebec
Quebec, Canada
$197K +$99.6K +1,239 +99%
ST
579
Smithfield Trust
Pennsylvania
$189K – – –
PA
580
Parallel Advisors
California
$158K +$10.5K +130 +8%
BEI
581
Benjamin Edwards Inc
Missouri
$153K -$2.57K -32 -2%
MG
582
Mather Group
Illinois
$151K +$171K +2,126 New
GM
583
GeoWealth Management
Illinois
$151K +$73.9K +919 +114%
S
584
SignatureFD
Georgia
$149K +$8.84K +110 +7%
GRP
585
Global Retirement Partners
California
$146K +$70.3K +874 +110%
HNB
586
Huntington National Bank
Ohio
$140K +$73.4K +913 +133%
FFA
587
Farther Finance Advisors
California
$135K -$7.88K -98 -6%
TCOV
588
Trust Company of Vermont
Vermont
$123K – – –
AWM
589
Avior Wealth Management
Nebraska
$118K +$71.1K +885 +189%
CA
590
CoreCap Advisors
Michigan
$113K +$104K +1,294 New
FHA
591
First Horizon Advisors
Tennessee
$111K +$20.9K +260 +26%
GEA
592
Glen Eagle Advisors
New Jersey
$109K – – –
SIM
593
Sentry Investment Management
Wisconsin
$108K – – –
AWM
594
Atticus Wealth Management
Florida
$102K – – –
PPC
595
Park Place Capital
Alabama
$102K +$52.6K +654 +128%
SWM
596
Spire Wealth Management
Virginia
$101K +$563 +7 +0.6%
SOW
597
State of Wyoming
Wyoming
$100K -$59.9K -745 -39%
PCM
598
Penserra Capital Management
California
$97K -$83.2K -1,035 -48%
SIS
599
Sound Income Strategies
Florida
$96.1K +$88.3K +1,098 New
MA
600
Montag & Associates
Georgia
$85.8K – – –
22 23
24
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