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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
651
CVA Family Office
Colorado
$44.6K +$2.5K +41 +6%
IA
652
IFP Advisors
Florida
$43.7K -$172K -2,820 -81%
CIS
653
Custom Index Systems
New York
$42.9K +$40.8K +669 New
GCM
654
Gables Capital Management
Florida
$42.9K – – –
SWIM
655
Smallwood Wealth Investment Management
New Jersey
$42.9K – – –
HFS
656
Horizon Financial Services
North Carolina
$40.7K +$20.1K +330 +108%
RIL
657
Rothschild Investment LLC
Illinois
$40.5K +$12.9K +211 +50%
WAU
658
Wellington-Altus USA
Manitoba, Canada
$39.5K – – –
JFGIW
659
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36.7K -$1.04K -17 -3%
APW
660
Allied Private Wealth
Florida
$35.4K +$31.5K +517 New
LI
661
LRI Investments
Florida
$34.2K +$31.1K +510 +2,125%
CVM
662
Cheviot Value Management
California
$34K – – –
CA
663
Continuum Advisory
Idaho
$33.8K +$32.1K +527 New
MA
664
Montag & Associates
Georgia
$32.8K -$66.8K -1,095 -68%
FCAS
665
First Command Advisory Services
Texas
$32.7K +$12K +196 +62%
OAJ
666
Ogorek Anthony Joseph
New York
$32K +$305 +5 +1%
CAL
667
Capital Advisors Ltd
Ohio
$30K +$10.5K +172 +59%
BW
668
Basepoint Wealth
Iowa
$27.8K +$6.1K +100 +30%
TWC
669
TD Waterhouse Canada
Ontario, Canada
$27.8K -$1.71M -28,013 -99%
CCA
670
Catalyst Capital Advisors
New York
$26.9K – – –
TFIPS
671
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.3K – – –
AAG
672
Armstrong Advisory Group
Massachusetts
$25.7K – – –
BHWM
673
Beaird Harris Wealth Management
Texas
$25.6K – – –
TSMHT
674
Thurston Springer Miller Herd & Titak
Indiana
$25.2K -$425K -6,962 -95%
PWA
675
Physician Wealth Advisors
Utah
$25.1K +$20.7K +340 +667%
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