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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
601
Kingsview Wealth Management
Oregon
$292K +$334 +4 +0.1%
MAS
602
Meeder Advisory Services
Ohio
$291K -$32.3K -387 -10%
BP
603
Ballentine Partners
Massachusetts
$290K -$751 -9 -0.2%
PAG
604
Private Advisor Group
New Jersey
$288K -$81.6K -978 -21%
CT
605
ClearAlpha Technologies
Connecticut
$288K +$301K +3,608 New
HAG
606
HighPoint Advisor Group
Illinois
$285K +$2.59K +31 +0.9%
WHCI
607
W.H. Cornerstone Investments
Massachusetts
$285K +$751 +9 +0.3%
Fisher Asset Management
608
Fisher Asset Management
Washington
$283K +$296K +3,546 New
BCI
609
Brinker Capital Investments
Pennsylvania
$281K +$45.5K +545 +18%
NW
610
NewEdge Wealth
Pennsylvania
$277K +$290K +3,472 New
FFM
611
Forum Financial Management
Illinois
$277K -$105K -1,257 -27%
GWP
612
Gen-Wealth Partners
Michigan
$272K -$141K -1,687 -33%
CFG
613
Citizens Financial Group
Rhode Island
$270K +$42.3K +507 +18%
Connor, Clark & Lunn Investment Management (CC&L)
614
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$270K +$31.9K +382 +13%
AWA
615
Arkadios Wealth Advisors
Georgia
$267K -$282K -3,375 -50%
GVAG
616
Great Valley Advisor Group
Delaware
$267K -$17.8K -213 -6%
CAG
617
Crestwood Advisors Group
Massachusetts
$267K +$279K +3,344 New
UW
618
Unique Wealth
Florida
$266K -$23.9K -286 -8%
BFO
619
Boston Family Office
Massachusetts
$262K
PWP
620
Phillips Wealth Planners
Mississippi
$261K -$81.5K -977 -23%
CL
621
CSS LLC
Illinois
$258K +$270K +3,240 New
BFIM
622
Beese Fulmer Investment Management
Ohio
$258K +$270K +3,238 New
SWP
623
Sagespring Wealth Partners
Tennessee
$257K -$8.01K -96 -3%
AIM
624
Anchor Investment Management
South Carolina
$256K -$2.92K -35 -1%
OCA
625
OpenArc Corporate Advisory
Georgia
$252K +$264K +3,164 New