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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
Independent Financial Group
576
Independent Financial Group
California
$532K +$215K +1,912 +66%
Vontobel Holding
577
Vontobel Holding
Switzerland
$532K +$15.5K +138 +3%
GWP
578
Gen-Wealth Partners
Michigan
$525K – – –
Forum Financial Management
579
Forum Financial Management
Illinois
$524K +$1.57K +14 +0.3%
Journey Strategic Wealth
580
Journey Strategic Wealth
New Jersey
$518K +$18.2K +162 +4%
Mount Yale Investment Advisors
581
Mount Yale Investment Advisors
Colorado
$514K -$248K -2,205 -32%
FCP
582
Fidelis Capital Partners
Florida
$512K +$39.2K +349 +7%
FPCG
583
Forum Private Client Group
Indiana
$509K +$787 +7 +0.2%
Klingman & Associates
584
Klingman & Associates
New York
$499K +$6.74K +60 +1%
MP
585
Moment Partners
California
$498K +$8.09K +72 +2%
Banco Bilbao Vizcaya Argentaria
586
Banco Bilbao Vizcaya Argentaria
Spain
$494K -$73K -650 -13%
Pine Valley Investments
587
Pine Valley Investments
New Jersey
$493K +$11.2K +100 +2%
Curi RMB Capital
588
Curi RMB Capital
Illinois
$492K +$499K +4,441 New
Ashton Thomas Private Wealth
589
Ashton Thomas Private Wealth
Arizona
$490K +$126K +1,118 +34%
RWM
590
Revisor Wealth Management
Ohio
$489K +$33.6K +299 +7%
Axxcess Wealth Management
591
Axxcess Wealth Management
California
$488K +$17.1K +152 +4%
CreativeOne Wealth
592
CreativeOne Wealth
Kansas
$487K +$183K +1,627 +59%
Waverly Advisors
593
Waverly Advisors
Alabama
$487K +$4.61K +41 +0.9%
Winton Group
594
Winton Group
United Kingdom
$487K +$493K +4,391 New
AA
595
Apriem Advisors
California
$482K – – –
Dai-ichi Life Insurance Company
596
Dai-ichi Life Insurance Company
Japan
$471K – – –
Gateway Investment Advisers
597
Gateway Investment Advisers
Ohio
$471K -$7.53K -67 -2%
Private Advisor Group
598
Private Advisor Group
New Jersey
$467K -$360K -3,208 -43%
ASR Vermogensbeheer
599
ASR Vermogensbeheer
Netherlands
$467K -$2.58K -23 -0.5%
TPI
600
Trust Point Inc
Wisconsin
$466K -$190K -1,689 -29%