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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
651
Procyon Advisors
Connecticut
$263K -$70.9K -728 -21%
FPAS
652
Focus Partners Advisor Solutions
Missouri
$262K +$307K +3,150 New
CI
653
Cigna Investments
Connecticut
$262K +$6.14K +63 +2%
IB
654
Intrust Bank
Kansas
$258K -$83.6K -858 -24%
KFS
655
Kurt F. Somerville
$258K – – –
MMA
656
Mizuho Markets Americas
New York
$257K +$53.9K +553 +25%
WA
657
Waddell & Associates
Tennessee
$257K +$267K +2,737 New
TAM
658
Trust Asset Management
Texas
$256K – – –
MBTD
659
Mechanics Bank - Trust Department
California
$255K +$68.2K +700 +35%
EL
660
EWA LLC
Pennsylvania
$251K -$5.36K -55 -2%
CIS
661
Custom Index Systems
New York
$250K -$21.4K -220 -8%
QIM
662
Quantitative Investment Management
Virginia
$249K +$259K +2,661 New
WWC
663
Waypoint Wealth Counsel
Georgia
$246K +$256K +2,625 New
DWA
664
Douglass Winthrop Advisors
New York
$244K +$48.7K +500 +24%
AWAU
665
Alliance Wealth Advisors (Utah)
Utah
$244K -$36.6K -376 -13%
CGL
666
Clarius Group LLC
Washington
$244K +$1.75K +18 +0.7%
FAFN
667
First Affirmative Financial Network
Colorado
$244K +$29.6K +304 +13%
CRC
668
Curi RMB Capital
Illinois
$243K -$180K -1,852 -42%
PWM
669
Perigon Wealth Management
California
$241K +$251K +2,572 New
WAG
670
Wallace Advisory Group
California
$240K -$121K -1,246 -36%
MCM
671
MAI Capital Management
Ohio
$238K +$55.1K +565 +29%
AWM
672
Apollon Wealth Management
South Carolina
$237K -$8.09K -83 -3%
MGIA
673
Moneta Group Investment Advisors
Missouri
$237K +$195 +2 +0.1%
EWA
674
EverSource Wealth Advisors
Alabama
$235K +$142K +1,460 +140%
MG
675
Mather Group
Illinois
$235K +$487 +5 +0.2%
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