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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
601
Boreal Capital Management
Florida
$460K +$467K +4,153 New
MIC
602
Means Investment Company
Maine
$460K
TRCT
603
Tower Research Capital (TRC)
New York
$459K -$822K -7,311 -64%
GVAG
604
Great Valley Advisor Group
Delaware
$459K -$276K -2,458 -37%
PFM
605
Phillips Financial Management
Indiana
$458K +$1.8K +16 +0.4%
WTB
606
Washington Trust Bank
Washington
$451K -$80.1K -713 -15%
Brown Advisory
607
Brown Advisory
Maryland
$451K -$20.2K -180 -4%
BAM
608
Belpointe Asset Management
Nevada
$450K +$22.7K +202 +5%
BMWM
609
Brown Miller Wealth Management
Virginia
$449K -$114K -1,017 -20%
O
610
Ossiam
France
$445K -$61.5K -547 -12%
LNWWM
611
Laird Norton Wetherby Wealth Management
California
$444K +$450K +4,007 New
PTC
612
Petrus Trust Company
Texas
$439K +$445K +3,964 New
ST
613
Somerset Trust
Pennsylvania
$431K -$6.52K -58 -1%
WAG
614
Wallace Advisory Group
California
$425K +$30.8K +274 +9%
OWA
615
Outlook Wealth Advisors
Texas
$424K -$7.64K -68 -2%
MA
616
Mutual Advisors
Nebraska
$423K -$11.1K -99 -2%
RWA
617
River Wealth Advisors
Pennsylvania
$423K
HAG
618
HighPoint Advisor Group
Illinois
$420K -$53.8K -479 -11%
FFA
619
Florida Financial Advisors
Florida
$420K +$96K +854 +29%
VSQM
620
V-Square Quantitative Management
Illinois
$419K +$119K +1,057 +39%
GKFF
621
George Kaiser Family Foundation
Oklahoma
$418K +$124K +1,102 +41%
PGCM
622
Prescott Group Capital Management
Oklahoma
$418K +$124K +1,102 +41%
PA
623
Profund Advisors
Maryland
$418K +$42.5K +378 +11%
BS
624
Brighton Securities
New York
$407K -$197K -1,755 -32%
BP
625
Ballentine Partners
Massachusetts
$407K +$2.7K +24 +0.7%