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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
676
Wedmont Private Capital
Pennsylvania
$293K -$36.1K -321 -11%
RFC
677
Regions Financial Corp
Alabama
$292K +$33.1K +295 +13%
AWM
678
Apollon Wealth Management
South Carolina
$290K -$17.5K -156 -6%
CGL
679
Clarius Group LLC
Washington
$286K -$787 -7 -0.3%
EH
680
Equitable Holdings
New York
$284K +$288K +2,565 New
II
681
Inspire Investing
Idaho
$284K -$1.01K -9 -0.4%
MGIA
682
Moneta Group Investment Advisors
Missouri
$280K +$2.7K +24 +1%
PA
683
Parallel Advisors
California
$278K +$11.6K +103 +4%
AWM
684
Angeles Wealth Management
California
$277K +$40.3K +359 +17%
MG
685
Mather Group
Illinois
$277K -$15.8K -141 -5%
AC
686
AXQ Capital
New Jersey
$274K +$277K +2,469 New
TWP
687
Tower Wealth Partners
Pennsylvania
$273K +$12.1K +108 +5%
CA
688
Callahan Advisors
Texas
$273K – – –
FIA
689
Foundations Investment Advisors
Arizona
$272K +$276K +2,455 New
BFO
690
Boston Family Office
Massachusetts
$269K +$8.99K +80 +3%
NP
691
NorthRock Partners
Minnesota
$268K -$12.2K -109 -4%
CFM
692
Catalyst Funds Management
Australia
$266K +$270K +2,400 New
CF
693
Copperwynd Financial
Arizona
$265K +$15.3K +136 +6%
CP
694
Covenant Partners
Tennessee
$264K – – –
TIA
695
Tiemann Investment Advisors
California
$264K – – –
MCA
696
MSH Capital Advisors
Arizona
$264K +$449 +4 +0.2%
LFAS
697
Level Four Advisory Services
Texas
$263K +$36.6K +326 +16%
WANY
698
Wealthspire Advisors (New York)
New York
$263K +$29.2K +260 +12%
CC
699
Corton Capital
Ontario, Canada
$259K +$263K +2,337 New
TAM
700
Tocqueville Asset Management
New York
$258K – – –
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