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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
FW
701
FullCircle Wealth
Texas
$237K +$22.3K +200 +11%
FTWA
702
Fifth Third Wealth Advisors
Ohio
$234K +$210K +1,882 New
BAM
703
Berkshire Asset Management
Pennsylvania
$234K – – –
BWM
704
Baron Wealth Management
Michigan
$232K +$208K +1,863 New
CSPIA
705
Cary Street Partners Investment Advisory
Virginia
$232K +$30.7K +275 +17%
HKIMG
706
Hutchens & Kramer Investment Management Group
Indiana
$232K +$208K +1,862 New
OP
707
ORG Partners
Indiana
$231K -$53K -474 -20%
EDRH
708
Edmond de Rothschild Holding
Switzerland
$230K -$203K -1,821 -50%
IA
709
IFC Advisors
California
$229K +$205K +1,838 New
HBS
710
Howard Bailey Securities
Indiana
$228K +$204K +1,829 New
MCM
711
MAI Capital Management
Ohio
$225K +$56.8K +508 +39%
LS
712
Livforsakringsbolaget Skandia
Sweden
$224K – – –
SL
713
SFM LLC
New Hampshire
$224K +$201K +1,797 New
WWM
714
Western Wealth Management
Colorado
$223K +$200K +1,794 New
CIAS
715
CFS Investment Advisory Services
New Jersey
$223K +$200K +1,794 New
PDL
716
Portfolio Design Labs
California
$222K +$200K +1,788 New
NGA
717
Naples Global Advisors
Florida
$219K +$197K +1,763 New
MAWA
718
Moss Adams Wealth Advisors
Washington
$218K +$196K +1,753 New
SIA
719
Schechter Investment Advisors
Michigan
$217K -$101K -900 -34%
S
720
SignatureFD
Georgia
$216K -$8.04K -72 -4%
VEA
721
Virtus ETF Advisers
New York
$214K -$1.05M -9,410 -85%
TIA
722
Trust Investment Advisors
Indiana
$214K +$192K +1,719 New
FA
723
Fedenia Advisers
Wisconsin
$212K -$1.68K -15 -0.9%
IIM
724
Ipswich Investment Management
Massachusetts
$210K +$189K +1,690 New
TYCC
725
Texas Yale Capital Corp
Florida
$210K +$189K +1,690 New
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