We are live on ! Find out more
BRO icon

Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
626
GW&K Investment Management
Massachusetts
$75K +$51.9K +850 +266%
PWAM
627
Private Wealth Asset Management
Iowa
$72.6K – – –
VCM
628
Versant Capital Management
Arizona
$72.2K +$53.7K +881 +360%
CA
629
Clearstead Advisors
Ohio
$71K -$81K -1,328 -55%
SWA
630
SOA Wealth Advisors
New York
$71K – – –
GIM
631
Generali Investments Management
Slovenia
$69.5K +$33.1K +542 +100%
PTC
632
Private Trust Company
Ohio
$68.8K -$6.41K -105 -9%
ZBNA
633
Zions Bancorporation, National Association
Utah
$68.5K +$42.4K +695 +186%
DCM
634
Dorato Capital Management
Colorado
$66.3K – – –
GEA
635
Glen Eagle Advisors
New Jersey
$64.2K – – –
ST
636
Smithfield Trust
Pennsylvania
$63K -$53.4K -876 -47%
QT
637
Quantbot Technologies
New York
$58.8K -$9.33M -153,020 -99%
CT
638
Caldwell Trust
Florida
$57.4K -$13.3K -218 -20%
CA
639
CoreCap Advisors
Michigan
$54K -$27.9K -457 -35%
FHC
640
First Horizon Corporation
Tennessee
$53.4K -$732 -12 -1%
C
641
Covestor
United Kingdom
$53K +$10.2K +168 +25%
SAM
642
Smartleaf Asset Management
Massachusetts
$52.5K – – –
OL
643
OneFund LLC
Florida
$51.1K -$732 -12 -1%
SIC
644
SJS Investment Consulting
Ohio
$45.2K +$35.1K +575 +446%
WSFS
645
Wilmington Savings Fund Society
Delaware
$45K +$18.4K +302 +76%
CFO
646
CVA Family Office
Colorado
$44.6K +$2.5K +41 +6%
IA
647
IFP Advisors
Florida
$43.7K -$172K -2,820 -81%
CIS
648
Custom Index Systems
New York
$42.9K +$40.8K +669 New
GCM
649
Gables Capital Management
Florida
$42.9K – – –
SWIM
650
Smallwood Wealth Investment Management
New Jersey
$42.9K – – –
24 25
26
27 28