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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
651
Kingswood Wealth Advisors
California
$342K +$11K +98 +3%
FRA
652
Frank Rimerman Advisors
California
$338K -$55.9K -497 -14%
BC
653
Burney Company
Virginia
$331K -$14K -125 -4%
HFM
654
Harvest Fund Management
China
$330K -$677K -6,022 -67%
AWAU
655
Alliance Wealth Advisors (Utah)
Utah
$330K -$84.2K -749 -20%
RS
656
R Squared
Hong Kong
$327K +$331K +2,948 New
FFA
657
Farther Finance Advisors
California
$326K -$19.8K -176 -6%
Hudson Bay Capital Management
658
Hudson Bay Capital Management
Connecticut
$325K +$329K +2,931 New
SC
659
Sepio Capital
Utah
$324K -$973K -8,662 -75%
OA
660
Operose Advisors
Wisconsin
$322K
CIS
661
Custom Index Systems
New York
$320K +$140K +1,247 +76%
MWM
662
Mattern Wealth Management
Kansas
$319K
TSWM
663
Triangle Securities Wealth Management
North Carolina
$317K +$322K +2,861 New
NWAG
664
Net Worth Advisory Group
Utah
$311K +$12.9K +115 +4%
ATC
665
Argent Trust Co
Tennessee
$310K -$129K -1,146 -29%
JSSH
666
J. Safra Sarasin Holding
$310K -$2.24M -19,941 -88%
OIA
667
OneDigital Investment Advisors
Kansas
$309K +$313K +2,786 New
KFS
668
Kurt F. Somerville
$305K -$28.1K -250 -8%
CI
669
Cigna Investments
Connecticut
$304K +$27.3K +243 +10%
RWM
670
Ritholtz Wealth Management
New York
$304K +$77.1K +686 +33%
MFG
671
Merit Financial Group
Georgia
$303K +$16.9K +150 +6%
TAM
672
Trust Asset Management
Texas
$303K
EL
673
EWA LLC
Pennsylvania
$302K +$1.91K +17 +0.6%
OCA
674
Otter Creek Advisors
Florida
$296K -$1.43M -12,716 -83%
PWP
675
Phillips Wealth Planners
Mississippi
$294K +$9.66K +86 +3%