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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
676
Phillips Wealth Planners
Mississippi
$294K +$9.66K +86 +3%
Wedmont Private Capital
677
Wedmont Private Capital
Pennsylvania
$293K -$36.1K -321 -11%
Regions Financial Corp
678
Regions Financial Corp
Alabama
$292K +$33.1K +295 +13%
Apollon Wealth Management
679
Apollon Wealth Management
South Carolina
$290K -$17.5K -156 -6%
CGL
680
Clarius Group LLC
Washington
$286K -$787 -7 -0.3%
Equitable Holdings
681
Equitable Holdings
New York
$284K +$288K +2,565 New
Inspire Investing
682
Inspire Investing
Idaho
$284K -$1.01K -9 -0.4%
Moneta Group Investment Advisors
683
Moneta Group Investment Advisors
Missouri
$280K +$2.7K +24 +1%
Parallel Advisors
684
Parallel Advisors
California
$278K +$11.6K +103 +4%
AWM
685
Angeles Wealth Management
California
$277K +$40.3K +359 +17%
Mather Group
686
Mather Group
Illinois
$277K -$15.8K -141 -5%
AC
687
AXQ Capital
New Jersey
$274K +$277K +2,469 New
TWP
688
Tower Wealth Partners
Pennsylvania
$273K +$12.1K +108 +5%
CA
689
Callahan Advisors
Texas
$273K – – –
Foundations Investment Advisors
690
Foundations Investment Advisors
Arizona
$272K +$276K +2,455 New
BFO
691
Boston Family Office
Massachusetts
$269K +$8.99K +80 +3%
NorthRock Partners
692
NorthRock Partners
Minnesota
$268K -$12.2K -109 -4%
CFM
693
Catalyst Funds Management
Australia
$266K +$270K +2,400 New
CF
694
Copperwynd Financial
Arizona
$265K +$15.3K +136 +6%
CP
695
Covenant Partners
Tennessee
$264K – – –
TIA
696
Tiemann Investment Advisors
California
$264K – – –
MCA
697
MSH Capital Advisors
Arizona
$264K +$449 +4 +0.2%
Level Four Advisory Services
698
Level Four Advisory Services
Texas
$263K +$36.6K +326 +16%
Wealthspire Advisors (New York)
699
Wealthspire Advisors (New York)
New York
$263K +$29.2K +260 +12%
CC
700
Corton Capital
Ontario, Canada
$259K +$263K +2,337 New