We are live on ! Find out more
BRO icon

Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
651
Impact Capital Partners
Colorado
$221K +$232K +2,776 New
PA
652
Procyon Advisors
Connecticut
$220K -$4.51K -54 -2%
MBTD
653
Mechanics Bank - Trust Department
California
$216K – – –
PA
654
Parallel Advisors
California
$215K +$52.1K +624 +30%
RWA
655
River Wealth Advisors
Pennsylvania
$215K -$93.9K -1,125 -29%
TAM
656
Trust Asset Management
Texas
$213K -$4.76K -57 -2%
MCA
657
MSH Capital Advisors
Arizona
$213K +$24.1K +289 +12%
FFA
658
Farther Finance Advisors
California
$213K -$29.8K -357 -12%
FB
659
Fulton Bank
Pennsylvania
$211K +$15K +180 +7%
DWA
660
Douglass Winthrop Advisors
New York
$207K – – –
CWP
661
Curated Wealth Partners
California
$207K +$217K +2,597 New
AC
662
Armistice Capital
New York
$206K +$216K +2,590 New
CGL
663
Clarius Group LLC
Washington
$206K -$1.42K -17 -0.7%
SQA
664
Simon Quick Advisors
New Jersey
$205K -$562K -6,737 -72%
BFM
665
Boothbay Fund Management
New York
$201K -$406K -4,862 -66%
CCM
666
Capstone Capital Management
$200K +$210K +2,513 New
ZBNA
667
Zions Bancorporation, National Association
Utah
$198K +$197K +2,364 +2,038%
SC
668
Steph & Co
Wisconsin
$193K +$55.3K +663 +38%
QCG
669
Quadrant Capital Group
Ohio
$190K -$300K -3,600 -60%
MW
670
Merited Wealth
Florida
$189K +$198K +2,377 New
AAP
671
Arax Advisory Partners
Colorado
$188K -$3.85M -46,150 -95%
NS
672
NBC Securities
Alabama
$185K – – –
MCM
673
MAI Capital Management
Ohio
$177K -$25.9K -311 -12%
TPCW
674
TD Private Client Wealth
New York
$173K -$4.17K -50 -2%
GRP
675
Global Retirement Partners
California
$161K -$7.01K -84 -4%
25 26
27
28 29