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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
OF
651
Optimize Financial
California
$345K -$2.47K -22 -0.7%
Kingswood Wealth Advisors
652
Kingswood Wealth Advisors
California
$342K +$11K +98 +3%
FRA
653
Frank Rimerman Advisors
California
$338K -$55.9K -497 -14%
Burney Company
654
Burney Company
Virginia
$331K -$14K -125 -4%
Harvest Fund Management
655
Harvest Fund Management
China
$330K -$677K -6,022 -67%
AWAU
656
Alliance Wealth Advisors (Utah)
Utah
$330K -$84.2K -749 -20%
RS
657
R Squared
Hong Kong
$327K +$331K +2,948 New
Farther Finance Advisors
658
Farther Finance Advisors
California
$326K -$19.8K -176 -6%
Hudson Bay Capital Management
659
Hudson Bay Capital Management
Connecticut
$325K +$329K +2,931 New
SC
660
Sepio Capital
Utah
$324K -$973K -8,662 -75%
OA
661
Operose Advisors
Wisconsin
$322K – – –
CIS
662
Custom Index Systems
New York
$320K +$140K +1,247 +76%
MWM
663
Mattern Wealth Management
Kansas
$319K – – –
TSWM
664
Triangle Securities Wealth Management
North Carolina
$317K +$322K +2,861 New
NWAG
665
Net Worth Advisory Group
Utah
$311K +$12.9K +115 +4%
ATC
666
Argent Trust Co
Tennessee
$310K -$129K -1,146 -29%
J. Safra Sarasin Holding
667
J. Safra Sarasin Holding
$310K -$2.24M -19,941 -88%
OneDigital Investment Advisors
668
OneDigital Investment Advisors
Kansas
$309K +$313K +2,786 New
KFS
669
Kurt F. Somerville
$305K -$28.1K -250 -8%
CI
670
Cigna Investments
Connecticut
$304K +$27.3K +243 +10%
Ritholtz Wealth Management
671
Ritholtz Wealth Management
New York
$304K +$77.1K +686 +33%
Merit Financial Group
672
Merit Financial Group
Georgia
$303K +$16.9K +150 +6%
TAM
673
Trust Asset Management
Texas
$303K – – –
EL
674
EWA LLC
Pennsylvania
$302K +$1.91K +17 +0.6%
OCA
675
Otter Creek Advisors
Florida
$296K -$1.43M -12,716 -83%