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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
701
HHM Wealth Advisors
Tennessee
$8.94K – – –
RS
702
Rakuten Securities
Japan
$8.94K +$8.59K +99 +9,900%
WB
703
Webster Bank
Connecticut
$8.4K – – –
GIA
704
GHP Investment Advisors
Colorado
$8.32K +$8.07K +93 New
DSC
705
Duncker Streett & Co
Missouri
$8.31K – – –
MIFH
706
Migdal Insurance & Financial Holdings
Israel
$8K +$7.38K +85 New
PWMG
707
Private Wealth Management Group
New Jersey
$7.6K +$3.65K +42 +98%
KFI
708
Key Financial Inc
Pennsylvania
$7.51K – – –
CFB
709
Cullen/Frost Bankers
Texas
$6.53K +$6.34K +73 New
HI
710
Harbour Investments
Wisconsin
$6.35K +$3.56K +41 +137%
DJSG
711
D.J. St. Germain
Massachusetts
$5.99K +$5.82K +67 New
BWP
712
Baldwin Wealth Partners
Massachusetts
$5.72K +$5.56K +64 New
HCM
713
Hollencrest Capital Management
California
$5.37K +$5.21K +60 New
CTC
714
Central Trust Company
Missouri
$5.1K – – –
FFO
715
Fortitude Family Office
Arizona
$5.1K – – –
MCM
716
MV Capital Management
Maryland
$4.92K +$434 +5 +10%
CSB
717
City State Bank
Iowa
$4.83K – – –
RCM
718
Raleigh Capital Management
North Carolina
$4.56K +$1.82K +21 +70%
BAM
719
Bellevue Asset Management
Washington
$4.56K – – –
JGIA
720
Jackson Grant Investment Advisers
Connecticut
$4.29K – – –
PWMG
721
Prestige Wealth Management Group
New Jersey
$4.11K – – –
JFG
722
JDM Financial Group
Texas
$4.02K – – –
WPA
723
West Paces Advisors
Georgia
$3.93K – – –
S
724
Sachetta
Massachusetts
$3.79K +$2.34K +27 +245%
SIC
725
SJS Investment Consulting
Ohio
$3.31K – – –
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