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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
576
Sheaff Brock Investment Advisors
Indiana
$381K +$366K +3,681 New
PA
577
Profund Advisors
Maryland
$379K +$3.48K +35 +1%
SCA
578
Stonebridge Capital Advisors
Minnesota
$378K – – –
DEA
579
DoubleLine ETF Adviser
Florida
$377K -$26.1K -262 -7%
CG
580
Cynosure Group
Utah
$373K -$49.5K -498 -12%
BCI
581
Brinker Capital Investments
Pennsylvania
$368K -$4.08K -41 -1%
OPS
582
Orion Portfolio Solutions
Nebraska
$368K -$4.08K -41 -1%
WHCI
583
W.H. Cornerstone Investments
Massachusetts
$367K -$597 -6 -0.2%
MC
584
Machina Capital
France
$367K -$342K -3,439 -49%
RWM
585
Revisor Wealth Management
Ohio
$360K -$33.3K -335 -9%
BP
586
Ballentine Partners
Massachusetts
$358K +$1.09K +11 +0.3%
AA
587
ALPS Advisors
Colorado
$355K -$64.4K -648 -16%
DWM
588
Darwin Wealth Management
Florida
$352K +$338K +3,400 New
HNB
589
Huntington National Bank
Ohio
$346K +$69.9K +703 +27%
VSQM
590
V-Square Quantitative Management
Illinois
$340K – – –
PTC
591
Private Trust Company
Ohio
$338K -$14.4K -145 -4%
IGAM
592
iA Global Asset Management
Quebec, Canada
$338K +$325K +3,267 New
AIM
593
Anchor Investment Management
South Carolina
$338K -$2.49K -25 -0.8%
MPM
594
MBB Public Markets
Illinois
$336K -$1.16M -11,621 -78%
MGIA
595
Moneta Group Investment Advisors
Missouri
$336K +$6.76K +68 +2%
HI
596
Horizon Investments
North Carolina
$332K -$16.3K -164 -5%
VA
597
Vident Advisory
Georgia
$330K +$317K +3,190 New
MA
598
Mutual Advisors
Nebraska
$327K +$35.5K +357 +13%
FRA
599
Frank Rimerman Advisors
California
$323K – – –
OA
600
Operose Advisors
Wisconsin
$323K – – –
22 23
24
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