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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
601
Lazard Asset Management
New York
$322K -$16.1K -162 -5%
UCFA
602
United Capital Financial Advisors
Texas
$321K +$13.4K +135 +5%
GL
603
Graypoint LLC
New York
$319K +$7.26K +73 +2%
SIA
604
Schechter Investment Advisors
Michigan
$319K -$88.2K -887 -22%
CRC
605
Curi RMB Capital
Illinois
$317K +$305K +3,063 New
BFG
606
Bleakley Financial Group
New Jersey
$317K +$55.1K +554 +22%
SW
607
SteelPeak Wealth
California
$315K +$47.9K +482 +19%
IFG
608
Independent Financial Group
California
$306K -$40.4K -406 -12%
GFS
609
GYL Financial Synergies
Connecticut
$306K -$8.45K -85 -3%
FAFN
610
First Affirmative Financial Network
Colorado
$305K -$25.1K -252 -8%
MAS
611
Meeder Advisory Services
Ohio
$304K +$22.3K +224 +8%
FFA
612
Farther Finance Advisors
California
$302K +$45.3K +455 +19%
MWM
613
Mattern Wealth Management
Kansas
$298K -$8.75K -88 -3%
EL
614
EWA LLC
Pennsylvania
$298K +$14K +141 +5%
DWM
615
Diversify Wealth Management
Utah
$295K -$27.9K -281 -9%
CNBT
616
Canandaigua National Bank & Trust
New York
$293K -$56.8K -571 -17%
CAMG
617
CWA Asset Management Group
Florida
$291K +$280K +2,813 New
DWT
618
Dorsey & Whitney Trust
South Dakota
$291K +$279K +2,808 New
CW
619
CreativeOne Wealth
Kansas
$285K +$20.4K +205 +8%
AG
620
Ascent Group
Virginia
$282K +$11.6K +117 +4%
WAG
621
Wallace Advisory Group
California
$280K -$7.06K -71 -2%
TAM
622
Trust Asset Management
Texas
$280K
SCA
623
Snowden Capital Advisors
New York
$279K +$32.3K +325 +14%
BA
624
Brightwater Advisory
Florida
$276K
TCG
625
Transcendent Capital Group
Oklahoma
$275K +$264K +2,653 New