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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
676
Wilmington Savings Fund Society
Delaware
$26.1K – – –
BHWM
677
Beaird Harris Wealth Management
Texas
$26K – – –
TFM
678
TFC Financial Management
Massachusetts
$25.2K – – –
CSP
679
Cary Street Partners
Virginia
$24.8K -$1.59K -22 -5%
ZBNA
680
Zions Bancorporation, National Association
Utah
$24.3K -$152K -2,107 -85%
AGWCA
681
Annis Gardner Whiting Capital Advisors
Florida
$21.7K -$39.3K -545 -62%
BW
682
Basepoint Wealth
Iowa
$21.7K – – –
EWP
683
Elevation Wealth Partners
California
$21.3K +$23.6K +327 New
GKIM
684
GW&K Investment Management
Massachusetts
$21K -$2.09K -29 -8%
FCAS
685
First Command Advisory Services
Texas
$20.5K +$15.4K +213 +211%
HFS
686
Horizon Financial Services
North Carolina
$19.9K +$19K +264 +644%
TPWA
687
Twin Peaks Wealth Advisors
California
$19.1K +$21.1K +293 New
CAL
688
Capital Advisors Ltd
Ohio
$19K +$6.99K +97 +49%
UBP
689
Union Bancaire Privee
Switzerland
$18.7K +$27.2K +378 New
DWM
690
Darwin Wealth Management
Florida
$17.7K – – –
SIS
691
Sound Income Strategies
Florida
$16.5K +$144 +2 +0.8%
FMII
692
Farmers & Merchants Investments Inc
Nebraska
$16.3K +$7.21K +100 +67%
VCM
693
Versant Capital Management
Arizona
$16K +$1.15K +16 +7%
AA
694
Ancora Advisors
Ohio
$15.8K -$13.3K -185 -43%
SG
695
Sankala Group
Colorado
$15.1K – – –
AUB
696
Atlantic Union Bankshares
Virginia
$15.1K +$14K +194 +511%
TC
697
Truvestments Capital
Florida
$15K +$3.03K +42 +22%
CT
698
Colonial Trust
South Carolina
$14.8K +$2.16K +30 +15%
WIM
699
Westside Investment Management
California
$14.2K – – –
SS
700
SBI Securities
Japan
$13.6K -$1.01K -14 -6%
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