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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
676
Fulton Bank
Pennsylvania
$231K +$19.5K +200 +9%
CA
677
Callahan Advisors
Texas
$231K – – –
PFM
678
Patton Fund Management
Texas
$231K -$1.55M -15,894 -87%
AF
679
Allworth Financial
California
$229K -$298K -3,057 -56%
ATC
680
Argent Trust Co
Tennessee
$228K -$35K -359 -13%
FW
681
FullCircle Wealth
Texas
$227K +$56.6K +581 +25%
CA
682
CoreCap Advisors
Michigan
$226K -$461K -4,734 -66%
LFAS
683
Level Four Advisory Services
Texas
$224K +$975 +10 +0.4%
CP
684
Covenant Partners
Tennessee
$224K – – –
MCA
685
MSH Capital Advisors
Arizona
$223K +$292 +3 +0.1%
TIA
686
Tiemann Investment Advisors
California
$223K – – –
MAWA
687
Moss Adams Wealth Advisors
Washington
$221K +$229K +2,351 New
AWM
688
Angeles Wealth Management
California
$220K -$15.3K -157 -6%
EPIMS
689
Evelyn Partners Investment Management Services
$218K +$3.9K +40 +2%
NS
690
NBC Securities
Alabama
$218K +$975 +10 +0.4%
WPC
691
Wedmont Private Capital
Pennsylvania
$216K -$43.8K -449 -17%
RWM
692
Ritholtz Wealth Management
New York
$216K -$42.3K -434 -16%
MSAM
693
Moloney Securities Asset Management
Missouri
$215K – – –
TFA
694
Trinity Financial Advisors
Ohio
$214K +$97 +1 +0%
TWM
695
Tradition Wealth Management
Minnesota
$209K +$1.27K +13 +0.6%
EDRH
696
Edmond de Rothschild Holding
Switzerland
$208K +$36K +369 +20%
TPCW
697
TD Private Client Wealth
New York
$208K +$174K +1,782 +409%
CA
698
Commerzbank Aktiengesellschaft
Germany
$208K +$25.8K +265 +14%
KP
699
Keel Point
Alabama
$207K +$216K +2,212 New
KCPG
700
Kavar Capital Partners Group
Kansas
$205K – – –
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