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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
601
Trust Asset Management
Texas
$205K +$195K +3,191 New
MWM
602
Modern Wealth Management
Kansas
$205K +$195K +3,190 New
FIA
603
Foundations Investment Advisors
Arizona
$203K -$71.9K -1,179 -27%
IC
604
Inscription Capital
Texas
$202K +$192K +3,146 New
VFA
605
Valeo Financial Advisors
Indiana
$201K +$191K +3,134 New
OA
606
Operose Advisors
Wisconsin
$186K – – –
AAM
607
Advisors Asset Management
Colorado
$175K +$40.9K +670 +32%
FFA
608
Farther Finance Advisors
California
$171K +$5.67K +93 +4%
BCM
609
Boreal Capital Management
Florida
$158K -$162K -2,655 -52%
Kayne Anderson Rudnick Investment Management
610
Kayne Anderson Rudnick Investment Management
California
$157K -$62.6M -1,026,886 -100%
PWPS
611
Pinnacle Wealth Planning Services
Ohio
$151K +$52.6K +862 +58%
NS
612
NBC Securities
Alabama
$148K – – –
PPF
613
PFA Pension Forsikringsaktieselskab
$145K -$35M -573,611 -100%
BTI
614
Blue Trust Inc
Georgia
$135K -$4.76K -78 -4%
EWA
615
EverSource Wealth Advisors
Alabama
$128K -$60.1K -986 -33%
LS
616
Livforsakringsbolaget Skandia
Sweden
$115K – – –
SC
617
Steph & Co
Wisconsin
$115K +$29K +476 +36%
PCM
618
Penserra Capital Management
California
$109K +$5K +82 +5%
OCWP
619
Owl Creek Wealth Partners
Colorado
$109K +$68.9K +1,130 +199%
GRP
620
Global Retirement Partners
California
$108K +$103K +1,683 New
Optiver Holding
621
Optiver Holding
Netherlands
$103K +$97.8K +1,604 New
AIM
622
Anchor Investment Management
South Carolina
$95K -$104K -1,710 -54%
HI
623
Harbour Investments
Wisconsin
$94.4K +$5.79K +95 +7%
TCOV
624
Trust Company of Vermont
Vermont
$89.9K +$85.5K +1,401 New
MPWT
625
MassMutual Private Wealth & Trust
Connecticut
$84.4K +$915 +15 +1%