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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
601
United Capital Financial Advisors
Texas
$334K +$18.7K +175 +6%
BCI
602
Brinker Capital Investments
Pennsylvania
$333K -$29.9K -280 -8%
OPS
603
Orion Portfolio Solutions
Nebraska
$333K -$29.9K -280 -8%
FRA
604
Frank Rimerman Advisors
California
$333K +$15.3K +143 +5%
AIM
605
Anchor Investment Management
South Carolina
$332K -$1.07K -10 -0.3%
HI
606
Horizon Investments
North Carolina
$330K +$2.88K +27 +0.8%
OF
607
Optimize Financial
California
$329K +$344K +3,221 New
MAS
608
Meeder Advisory Services
Ohio
$327K +$28.7K +269 +9%
HCPC
609
Hamilton Capital Partners (Canada)
$327K -$90.7K -849 -21%
BAM
610
BOCHK Asset Management
Hong Kong
$326K +$342K +3,200 New
WAG
611
Wallace Advisory Group
California
$326K +$1.92K +18 +0.6%
BFG
612
Bleakley Financial Group
New Jersey
$323K +$11K +103 +3%
MGIA
613
Moneta Group Investment Advisors
Missouri
$322K -$8.76K -82 -3%
AG
614
Ascent Group
Virginia
$319K +$43.4K +406 +15%
GL
615
Graypoint LLC
New York
$317K +$2.46K +23 +0.7%
IB
616
Intrust Bank
Kansas
$310K +$70.6K +661 +28%
KWA
617
Kingswood Wealth Advisors
California
$306K +$320K +3,001 New
NED
618
Nancy E. Dempze
$306K -$102K -954 -24%
AA
619
Advisory Alpha
Michigan
$303K +$84.1K +788 +36%
CM
620
Capula Management
Cayman Islands
$301K +$315K +2,954 New
IFG
621
Independent Financial Group
California
$301K
VSQM
622
V-Square Quantitative Management
Illinois
$301K -$36.2K -339 -10%
Kovitz Investment Group Partners
623
Kovitz Investment Group Partners
Illinois
$299K +$313K +2,929 New
CAMG
624
CWA Asset Management Group
Florida
$297K +$11K +103 +4%
OA
625
Operose Advisors
Wisconsin
$296K -$23.2K -217 -7%