We are live on ! Find out more
BRO icon

Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
601
Cary Street Partners Investment Advisory
Virginia
$345K +$168K +1,725 +88%
PCA
602
Pallas Capital Advisors
Massachusetts
$345K +$358K +3,674 New
KWM
603
Kingsview Wealth Management
Oregon
$343K -$157K -1,613 -31%
BP
604
Ballentine Partners
Massachusetts
$343K -$1.85K -19 -0.5%
UW
605
Unique Wealth
Florida
$339K +$5.36K +55 +2%
JTWM
606
Jackson Thornton Wealth Management
Alabama
$337K +$342K +3,508 New
EH
607
Equitable Holdings
New York
$335K +$98.2K +1,008 +39%
WHCI
608
W.H. Cornerstone Investments
Massachusetts
$334K – – –
GVAG
609
Great Valley Advisor Group
Delaware
$334K -$56.2K -577 -14%
CG
610
Cynosure Group
Utah
$334K – – –
SAM
611
Strategy Asset Managers
California
$333K -$711K -7,297 -67%
HAG
612
HighPoint Advisor Group
Illinois
$333K -$23.8K -244 -6%
AG
613
Ascent Group
Virginia
$331K -$165K -1,696 -32%
TSMHT
614
Thurston Springer Miller Herd & Titak
Indiana
$327K -$3.62M -37,190 -91%
RCM
615
RMR Capital Management
California
$323K +$335K +3,440 New
KWA
616
Kingswood Wealth Advisors
California
$313K +$24.7K +253 +8%
BTWM
617
Baker Tilly Wealth Management
Wisconsin
$312K +$12.9K +132 +4%
DTL
618
Dynamic Technology Lab
Singapore
$311K +$324K +3,321 New
SWP
619
Sagespring Wealth Partners
Tennessee
$311K -$12.5K -128 -4%
II
620
Inspire Investing
Idaho
$310K +$72.5K +744 +29%
BFO
621
Boston Family Office
Massachusetts
$308K +$83.3K +855 +35%
RFC
622
Regions Financial Corp
Alabama
$306K +$61.3K +629 +24%
VCM
623
Voleon Capital Management
California
$306K +$97.4K +999 +44%
AIM
624
Anchor Investment Management
South Carolina
$305K – – –
CCA
625
Checchi Capital Advisers
California
$305K -$25.4K -261 -7%
23 24
25
26 27