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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
626
Ashton Thomas Private Wealth
Arizona
$274K +$21.4K +215 +9%
BC
627
Burney Company
Virginia
$272K +$10.9K +110 +4%
CF
628
Copperwynd Financial
Arizona
$266K -$20.1K -202 -7%
CI
629
Cigna Investments
Connecticut
$263K – – –
MCA
630
MSH Capital Advisors
Arizona
$263K +$398 +4 +0.2%
TPI
631
Trust Point Inc
Wisconsin
$261K +$10.2K +103 +4%
AWM
632
Apollon Wealth Management
South Carolina
$260K -$53.1K -534 -18%
HT
633
Headlands Technologies
Illinois
$255K +$245K +2,461 New
CP
634
Covenant Partners
Tennessee
$254K +$7.16K +72 +3%
KCM
635
Kathmere Capital Management
Pennsylvania
$252K +$8.55K +86 +4%
OP
636
ORG Partners
Indiana
$252K -$589K -5,919 -71%
MG
637
Mather Group
Illinois
$252K -$3.08K -31 -1%
NP
638
NorthRock Partners
Minnesota
$251K +$4.18K +42 +2%
PWP
639
Phillips Wealth Planners
Mississippi
$250K -$995 -10 -0.4%
RFC
640
Regions Financial Corp
Alabama
$248K -$13K -131 -5%
MSAM
641
Moloney Securities Asset Management
Missouri
$248K – – –
TIA
642
Tiemann Investment Advisors
California
$247K – – –
IB
643
Intrust Bank
Kansas
$246K +$236K +2,378 New
PA
644
Parallel Advisors
California
$243K +$51.7K +520 +29%
TAM
645
Tocqueville Asset Management
New York
$241K – – –
NS
646
NBC Securities
Alabama
$239K – – –
WPC
647
Wedmont Private Capital
Pennsylvania
$237K +$231K +2,318 New
BPA
648
Beacon Pointe Advisors
California
$236K -$798K -8,022 -78%
N
649
Natixis
France
$234K -$25.2M -253,031 -99%
TWM
650
Tradition Wealth Management
Minnesota
$231K +$221K +2,226 New
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