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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
626
Mattern Wealth Management
Kansas
$294K – – –
FFA
627
Farther Finance Advisors
California
$293K -$4.17K -39 -1%
CG
628
Cynosure Group
Utah
$292K -$78.5K -735 -20%
DWM
629
Diversify Wealth Management
Utah
$285K +$1.07K +10 +0.4%
CW
630
CreativeOne Wealth
Kansas
$283K +$2.35K +22 +0.8%
AWM
631
Apollon Wealth Management
South Carolina
$282K +$27.1K +254 +10%
FAFN
632
First Affirmative Financial Network
Colorado
$279K -$22.4K -210 -7%
SCA
633
Snowden Capital Advisors
New York
$279K +$4.17K +39 +1%
EPIMS
634
Evelyn Partners Investment Management Services
$277K +$290K +2,720 New
DWT
635
Dorsey & Whitney Trust
South Dakota
$277K -$9.82K -92 -3%
EL
636
EWA LLC
Pennsylvania
$276K -$1.39K -13 -0.5%
TAM
637
Trust Asset Management
Texas
$276K – – –
ATPW
638
Ashton Thomas Private Wealth
Arizona
$275K +$4.91K +46 +2%
LCM
639
Landscape Capital Management
New Jersey
$274K +$286K +2,681 New
KCM
640
Kathmere Capital Management
Pennsylvania
$272K +$24.3K +228 +9%
BA
641
Brightwater Advisory
Florida
$272K – – –
BC
642
Burney Company
Virginia
$271K +$2.67K +25 +1%
SIA
643
Schechter Investment Advisors
Michigan
$270K -$46.1K -432 -14%
CF
644
Copperwynd Financial
Arizona
$268K +$5.55K +52 +2%
CNBT
645
Canandaigua National Bank & Trust
New York
$267K -$22.3K -209 -7%
PTC
646
Petrus Trust Company
Texas
$263K +$275K +2,576 New
PWP
647
Phillips Wealth Planners
Mississippi
$262K +$23.2K +217 +9%
CI
648
Cigna Investments
Connecticut
$260K – – –
MCA
649
MSH Capital Advisors
Arizona
$259K +$320 +3 +0.1%
DS
650
DRW Securities
Illinois
$257K -$444K -4,156 -62%
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