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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
676
Evelyn Partners
$17.6K +$16.8K +275 New
MEG
677
Millstone Evans Group
Colorado
$16.8K +$12K +197 +303%
IA
678
IFG Advisory
Georgia
$15.6K +$14.9K +244 New
BIA
679
Bell Investment Advisors
California
$15.4K +$9.46K +155 +182%
TPCW
680
TD Private Client Wealth
New York
$15.3K -$49.1K -805 -77%
EWP
681
Elevation Wealth Partners
California
$14.4K -$6.22K -102 -31%
WA
682
Westfuller Advisors
New York
$14.1K +$7.75K +127 +137%
AA
683
Ancora Advisors
Ohio
$14.1K -$1.34K -22 -9%
WIM
684
Westside Investment Management
California
$13.9K – – –
SWM
685
SHP Wealth Management
Massachusetts
$13.6K +$5.79K +95 +81%
PSB
686
Piscataqua Savings Bank
New Hampshire
$13.1K – – –
CT
687
Colonial Trust
South Carolina
$13K -$1.4K -23 -10%
DJSG
688
D.J. St. Germain
Massachusetts
$12.8K – – –
CLOS
689
Compagnie Lombard Odier SCmA
Switzerland
$12.8K +$12.2K +200 New
BFS
690
Burkett Financial Services
South Carolina
$12.8K +$12.1K +199 New
TC
691
Truvestments Capital
Florida
$12.3K -$2.38K -39 -17%
BWL
692
Bogart Wealth LLC
Virginia
$12.3K +$10.2K +168 +730%
JSAM
693
J. Safra Asset Management
New York
$12.2K +$5.49K +90 +90%
CH
694
Cromwell Holdings
Wyoming
$12K -$26.5K -435 -70%
CFM
695
Cornerstone Financial Management
Massachusetts
$11.6K +$5.92K +97 +115%
BWA
696
Basecamp Wealth Advisors
Washington
$11.5K +$1.04K +17 +10%
PWMG
697
Private Wealth Management Group
New Jersey
$11.2K +$8.36K +137 +370%
MCM
698
MV Capital Management
Maryland
$11K +$3.6K +59 +52%
AW
699
Avion Wealth
Texas
$11K +$6.04K +99 +116%
SWP
700
Strategic Wealth Partners
Ohio
$10.8K +$366 +6 +4%
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