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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
626
Baker Tilly Wealth Management
Wisconsin
$250K -$16.4K -196 -6%
LWAM
627
Legacy Wealth Asset Management
Minnesota
$250K -$5.09K -61 -2%
AWM
628
Apollon Wealth Management
South Carolina
$248K +$48.6K +583 +23%
SFS
629
Sowell Financial Services
Arkansas
$248K -$227K -2,719 -47%
CCI
630
Credit Capital Investments
New Jersey
$247K – – –
AG
631
Ascent Group
Virginia
$245K -$38.3K -459 -13%
ECM
632
Evergreen Capital Management
Washington
$244K +$256K +3,065 New
PA
633
Profund Advisors
Maryland
$243K -$94.3K -1,130 -27%
CCA
634
Checchi Capital Advisers
California
$239K -$20.2K -242 -7%
RDWM
635
Red Door Wealth Management
Tennessee
$239K +$250K +2,997 New
S
636
SignatureFD
Georgia
$235K +$81.9K +982 +50%
BFA
637
Brendel Financial Advisors
New Hampshire
$235K -$14.4K -172 -6%
FRA
638
Frank Rimerman Advisors
California
$233K -$1K -12 -0.4%
IFG
639
Independent Financial Group
California
$232K -$167 -2 -0.1%
SCA
640
Stonebridge Capital Advisors
Minnesota
$231K -$16.7K -200 -6%
OA
641
Operose Advisors
Wisconsin
$231K – – –
MWM
642
Mattern Wealth Management
Kansas
$229K – – –
OC
643
Oppenheimer & Co
New York
$229K +$239K +2,868 New
BS
644
Brighton Securities
New York
$229K -$6.59K -79 -3%
MG
645
Mather Group
Illinois
$227K +$29.3K +351 +14%
RFC
646
Regions Financial Corp
Alabama
$225K -$36K -431 -13%
PFM
647
Patton Fund Management
Texas
$225K +$30.5K +366 +15%
MFG
648
Merit Financial Group
Georgia
$224K -$433K -5,187 -65%
CI
649
Cigna Investments
Connecticut
$223K – – –
EL
650
EWA LLC
Pennsylvania
$222K +$9.93K +119 +4%
24 25
26
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