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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
651
Trinity Financial Advisors
Ohio
$230K
SPC
652
Spirepoint Private Client
Florida
$229K +$220K +2,214 New
AWM
653
Axxcess Wealth Management
California
$229K +$220K +2,208 New
LSAG
654
Lake Street Advisors Group
New Hampshire
$228K +$218K +2,197 New
NW
655
NewEdge Wealth
Pennsylvania
$227K +$218K +2,194 New
KCPG
656
Kavar Capital Partners Group
Kansas
$227K +$218K +2,188 New
AA
657
Advisory Alpha
Michigan
$226K +$217K +2,185 New
ST
658
Smithfield Trust
Pennsylvania
$223K
FB
659
Fulton Bank
Pennsylvania
$223K +$214K +2,151 New
VF
660
Virtu Financial
New York
$222K -$849K -8,541 -80%
BFM
661
Boothbay Fund Management
New York
$221K +$212K +2,130 New
Jones Financial Companies
662
Jones Financial Companies
Missouri
$219K +$174K +1,746 +455%
DFCM
663
Dark Forest Capital Management
Puerto Rico
$218K +$209K +2,106 New
DWA
664
Douglass Winthrop Advisors
New York
$218K +$209K +2,100 New
GM
665
GeoWealth Management
Illinois
$217K -$7.06K -71 -3%
UW
666
Unique Wealth
Florida
$216K +$207K +2,085 New
JWCA
667
J.W. Cole Advisors
Florida
$216K +$207K +2,085 New
CSPIA
668
Cary Street Partners Investment Advisory
Virginia
$215K +$207K +2,080 New
SPWM
669
Schrum Private Wealth Management
Florida
$214K +$205K +2,064 New
HH
670
Hilltop Holdings
Texas
$211K +$202K +2,034 New
WANY
671
Wealthspire Advisors (New York)
New York
$208K +$200K +2,009 New
TCA
672
Transcend Capital Advisors
New Jersey
$208K +$199K +2,004 New
RC
673
RBF Capital
California
$207K +$199K +2,000 New
HKIMG
674
Hutchens & Kramer Investment Management Group
Indiana
$205K +$194K +1,954 New
AC
675
AlphaCore Capital
California
$201K +$193K +1,940 New