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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
651
Revisor Wealth Management
Ohio
$254K -$107K -1,005 -29%
WPC
652
Wedmont Private Capital
Pennsylvania
$252K +$16.8K +157 +7%
BWP
653
Burling Wealth Partners
Illinois
$252K +$264K +2,470 New
CA
654
Callahan Advisors
Texas
$251K +$262K +2,458 New
PA
655
Parallel Advisors
California
$248K +$10K +94 +4%
LAM
656
Longboard Asset Management
Arizona
$248K +$260K +2,434 New
MG
657
Mather Group
Illinois
$248K -$214 -2 -0.1%
NP
658
NorthRock Partners
Minnesota
$248K +$534 +5 +0.2%
RFC
659
Regions Financial Corp
Alabama
$245K – – –
CP
660
Covenant Partners
Tennessee
$243K -$7.69K -72 -3%
TIA
661
Tiemann Investment Advisors
California
$243K – – –
HH
662
Hilltop Holdings
Texas
$242K +$36K +337 +17%
CAWM
663
Capital A Wealth Management
Pennsylvania
$241K +$253K +2,365 New
WA
664
Waverly Advisors
Alabama
$241K +$252K +2,362 New
OP
665
ORG Partners
Indiana
$238K -$10.3K -96 -4%
TAM
666
Tocqueville Asset Management
New York
$237K – – –
MSAM
667
Moloney Securities Asset Management
Missouri
$234K -$10.7K -100 -4%
NW
668
NewEdge Wealth
Pennsylvania
$232K +$8.12K +76 +3%
BAM
669
Blueshift Asset Management
New Jersey
$230K +$240K +2,252 New
TFA
670
Trinity Financial Advisors
Ohio
$229K +$107 +1 +0%
LSAG
671
Lake Street Advisors Group
New Hampshire
$228K +$3.95K +37 +2%
SPC
672
Spirepoint Private Client
Florida
$226K – – –
TWM
673
Tradition Wealth Management
Minnesota
$225K -$2.67K -25 -1%
KCPG
674
Kavar Capital Partners Group
Kansas
$223K – – –
FB
675
Fulton Bank
Pennsylvania
$223K +$3.52K +33 +2%
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