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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
PSB
701
Piscataqua Savings Bank
New Hampshire
$13.3K – – –
DJSG
702
D.J. St. Germain
Massachusetts
$13K – – –
JWM
703
JPL Wealth Management
Colorado
$12.5K +$13.8K +192 New
KPP
704
Kings Path Partners
Texas
$12.4K -$2.96K -41 -18%
EB
705
Eastern Bank
Massachusetts
$11.7K – – –
BF
706
BOK Financial
Oklahoma
$11.4K +$12.6K +175 New
RBI
707
Raiffeisen Bank International
Austria
$10.9K -$592K -8,219 -98%
BWA
708
Basecamp Wealth Advisors
Washington
$10.6K – – –
SWP
709
Strategic Wealth Partners
Ohio
$10.5K -$13.8K -191 -54%
HPBT
710
Hickory Point Bank & Trust
Illinois
$10.1K +$11.2K +155 New
FFA
711
Frazier Financial Advisors
Ohio
$9.78K – – –
RTL
712
Red Tortoise LLC
Georgia
$9.59K – – –
RFP
713
Root Financial Partners
California
$9.06K -$7.14K -99 -42%
SA
714
SRH Advisors
Kansas
$8.87K – – –
JWA
715
JFS Wealth Advisors
Pennsylvania
$8.61K -$4.83K -67 -34%
SIC
716
SJS Investment Consulting
Ohio
$8.41K +$7.06K +98 +316%
RCM
717
Richardson Capital Management
Wisconsin
$8.28K +$9.15K +127 New
TFA
718
Transamerica Financial Advisors
Florida
$8.25K +$3.46K +48 +62%
IWM
719
IMG Wealth Management
Florida
$8.15K +$9.01K +125 New
CTC
720
Central Trust Company
Missouri
$8.09K +$3.75K +52 +72%
KAS
721
Kemnay Advisory Services
New York
$7.7K +$8.51K +118 New
SWM
722
SHP Wealth Management
Massachusetts
$7.69K +$1.15K +16 +16%
MCM
723
MV Capital Management
Maryland
$7.37K -$1.44K -20 -15%
FPF
724
First Pacific Financial
Washington
$7.3K +$5.48K +76 +211%
TF
725
Tompkins Financial
New York
$7.24K – – –
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