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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
576
Phillips Financial Management
Indiana
$511K +$5.59K +50 +1%
AA
577
Advisory Alpha
Michigan
$510K +$125K +1,123 +38%
SBIA
578
Sheaff Brock Investment Advisors
Indiana
$500K +$2.01K +18 +0.4%
ST
579
Somerset Trust
Pennsylvania
$490K -$3.58K -32 -0.8%
ATC
580
Argent Trust Co
Tennessee
$490K -$32.4K -290 -7%
OWA
581
Outlook Wealth Advisors
Texas
$485K +$1.79K +16 +0.4%
MA
582
Mutual Advisors
Nebraska
$480K +$75.2K +673 +19%
BAM
583
Belpointe Asset Management
Nevada
$479K -$6.82K -61 -2%
RWA
584
River Wealth Advisors
Pennsylvania
$474K – – –
SSW
585
Smith Shellnut Wilson
Mississippi
$465K – – –
AWAU
586
Alliance Wealth Advisors (Utah)
Utah
$463K -$24.7K -221 -6%
HAG
587
HighPoint Advisor Group
Illinois
$461K -$40.5K -362 -8%
LWAM
588
Legacy Wealth Asset Management
Minnesota
$457K -$29.2K -261 -7%
SWP
589
Sagespring Wealth Partners
Tennessee
$454K +$408K +3,653 New
BP
590
Ballentine Partners
Massachusetts
$454K +$17.8K +159 +5%
PTC
591
Private Trust Company
Ohio
$447K +$16.4K +147 +4%
PIM
592
Plato Investment Management
Australia
$447K -$270K -2,419 -41%
WHCI
593
W.H. Cornerstone Investments
Massachusetts
$442K +$559 +5 +0.1%
FRA
594
Frank Rimerman Advisors
California
$441K +$31.4K +281 +9%
UCFA
595
United Capital Financial Advisors
Texas
$435K +$24.9K +223 +7%
CCA
596
Checchi Capital Advisers
California
$431K +$2.35K +21 +0.6%
CCA
597
Cadent Capital Advisors
Oklahoma
$427K -$167K -1,493 -30%
MIF
598
Mediolanum International Funds
Ireland
$425K +$387K +3,461 New
HI
599
Horizon Investments
North Carolina
$423K +$18.7K +167 +5%
NWMG
600
National Wealth Management Group
Ohio
$422K +$379K +3,393 New
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