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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
576
Means Investment Company
Maine
$331K – – –
GS
577
GTS Securities
Florida
$329K +$344K +4,123 New
AV
578
ASR Vermogensbeheer
Netherlands
$328K -$4.09K -49 -1%
CIP
579
Cornerstone Investment Partners
Georgia
$328K +$343K +4,112 New
II
580
Inspire Investing
Idaho
$328K +$67.3K +806 +24%
EWM
581
Empirical Wealth Management
Washington
$326K +$342K +4,095 New
FA
582
Faithward Advisors
Pennsylvania
$326K -$2.24M -26,887 -87%
GWM
583
Gibbs Wealth Management
Georgia
$326K -$45.4K -544 -12%
AC
584
AlphaCore Capital
California
$326K +$341K +4,085 New
WTB
585
Washington Trust Bank
Washington
$324K – – –
PWG
586
Portside Wealth Group
Utah
$319K -$77.3K -927 -19%
WIA
587
World Investment Advisors
California
$318K +$65.5K +785 +24%
FTWA
588
Fifth Third Wealth Advisors
Ohio
$315K -$214K -2,565 -39%
CRC
589
Curi RMB Capital
Illinois
$313K +$111K +1,335 +52%
HC
590
Henshaw Capital
Massachusetts
$311K -$242K -2,897 -43%
XWL
591
XXI Wealth LLC
Illinois
$309K +$323K +3,877 New
ST
592
Somerset Trust
Pennsylvania
$305K – – –
GKFF
593
George Kaiser Family Foundation
Oklahoma
$300K – – –
PGCM
594
Prescott Group Capital Management
Oklahoma
$300K – – –
MP
595
Moment Partners
California
$299K -$73.4K -880 -19%
EPW
596
Evolve Private Wealth
California
$297K +$311K +3,726 New
CSPIA
597
Cary Street Partners Investment Advisory
Virginia
$295K +$2.17K +26 +0.7%
CIAM
598
Caitong International Asset Management
Hong Kong
$294K +$240K +2,875 +353%
DADC
599
D.A. Davidson & Co
Montana
$293K -$1.62M -19,396 -84%
SAM
600
Strategy Asset Managers
California
$292K +$9.43K +113 +3%
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