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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
601
Sound Income Strategies
Florida
$96.1K +$88.3K +1,098 New
Montag & Associates
602
Montag & Associates
Georgia
$85.8K – – –
AGWCA
603
Annis Gardner Whiting Capital Advisors
Florida
$74.4K +$161 +2 +0.2%
T
604
TOBAM
France
$74K – – –
IFP Advisors
605
IFP Advisors
Florida
$71.8K -$43.7K -543 -40%
OCM
606
Orion Capital Management
California
$70.6K – – –
PFBT
607
Parkside Financial Bank & Trust
Missouri
$69.4K +$12.8K +159 +25%
RWM
608
Raffa Wealth Management
District of Columbia
$63.3K +$55.2K +687 +1,908%
MassMutual Private Wealth & Trust
609
MassMutual Private Wealth & Trust
Connecticut
$62.6K +$402 +5 +0.7%
CT
610
Caldwell Trust
Florida
$59.2K – – –
GCM
611
Gables Capital Management
Florida
$58.5K – – –
QC
612
Quent Capital
New York
$56.7K – – –
Allworth Financial
613
Allworth Financial
California
$54.9K +$3.62K +45 +8%
OP
614
ORG Partners
Indiana
$54.6K +$26.8K +333 +111%
CFGS
615
Concourse Financial Group Securities
Alabama
$54.1K +$4.26K +53 +9%
CA
616
Continuum Advisory
Idaho
$53.5K +$50.2K +625 New
CFM
617
Catalyst Funds Management
Australia
$52.5K +$48.2K +600 New
GWSG
618
GPS Wealth Strategies Group
Colorado
$51.6K – – –
Livforsakringsbolaget Skandia
619
Livforsakringsbolaget Skandia
Sweden
$47.9K – – –
CP
620
Castleview Partners
Texas
$45.5K – – –
Advisors Asset Management
621
Advisors Asset Management
Colorado
$45.3K -$25.1K -312 -38%
IFS
622
Intelligent Financial Strategies
Minnesota
$44.6K +$40.9K +509 New
ADL
623
Asset Dedication LLC
California
$44K – – –
OAJ
624
Ogorek Anthony Joseph
New York
$44K – – –
PA
625
PSI Advisors
Florida
$43.6K – – –