We are live on ! Find out more
BRO icon

Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
701
Milestone Asset Management
Pennsylvania
$201K +$209K +2,148 New
RFG
702
RFP Financial Group
Georgia
$201K +$4.39K +45 +2%
BRWA
703
B. Riley Wealth Advisors
Florida
$201K +$209K +2,142 New
LFA
704
Legacy Financial Advisors
Kentucky
$201K +$209K +2,142 New
GRP
705
Global Retirement Partners
California
$197K -$131K -1,343 -39%
WANY
706
Wealthspire Advisors (New York)
New York
$197K -$27.2K -279 -12%
PA
707
Parallel Advisors
California
$195K -$42.1K -432 -17%
EP
708
Essential Partners
California
$193K +$199K +2,043 +14,593%
QL
709
Quarry LP
New York
$192K +$181K +1,854 +936%
OP
710
ORG Partners
Indiana
$192K +$5.07K +52 +3%
S
711
SignatureFD
Georgia
$185K +$17.2K +176 +10%
JFGIW
712
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179K +$148K +1,517 +383%
ST
713
Smithfield Trust
Pennsylvania
$175K -$27.7K -284 -13%
LS
714
Livforsakringsbolaget Skandia
Sweden
$169K – – –
SC
715
Steph & Co
Wisconsin
$165K -$5.85K -60 -3%
RIL
716
Rothschild Investment LLC
Illinois
$162K +$153K +1,565 +937%
SWP
717
Strategic Wealth Partners
Ohio
$139K -$51K -523 -26%
SAM
718
Shell Asset Management
Netherlands
$136K -$9.23M -94,713 -98%
TCOV
719
Trust Company of Vermont
Vermont
$131K – – –
PCM
720
Penserra Capital Management
California
$125K +$1.75K +18 +1%
PC
721
Promus Capital
Illinois
$124K – – –
MA
722
Montag & Associates
Georgia
$113K +$2.83K +29 +2%
PWAM
723
Private Wealth Asset Management
Iowa
$106K – – –
FDP
724
Financiere des Professionnels
Quebec, Canada
$106K -$742K -7,618 -87%
CT
725
Caldwell Trust
Florida
$104K +$42.6K +437 +65%
27 28
29
30 31