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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
KG
726
Kilter Group
New York
$7.7K +$3.72K +61 +103%
RWM
727
Rialto Wealth Management
New York
$7.57K +$5.18K +85 +258%
WPA
728
West Paces Advisors
Georgia
$7.51K +$7.14K +117 New
NSIM
729
North Star Investment Management
Illinois
$7.38K +$3.23K +53 +85%
TF
730
Tompkins Financial
New York
$7.12K – – –
SGFG
731
Silver Grove Financial Group
New York
$6.99K +$6.65K +109 New
CTC
732
Central Trust Company
Missouri
$6.93K -$976 -16 -13%
SWM
733
Spire Wealth Management
Virginia
$6.82K +$5.37K +88 +489%
CA
734
Crewe Advisors
Utah
$6.22K +$5.92K +97 New
HFS
735
Hughes Financial Services
Virginia
$5.84K +$1.04K +17 +23%
GWS
736
Greykasell Wealth Strategies
California
$5.64K – – –
HNW
737
High Note Wealth
Minnesota
$5.58K +$5.31K +87 New
PS
738
Planning Strategies
Pennsylvania
$5.52K +$5.25K +86 New
CWA
739
Carolina Wealth Advisors
South Carolina
$5.39K – – –
KFI
740
Key Financial Inc
Pennsylvania
$5.39K – – –
FFG
741
Forum Finance Group
$5K – – –
SC
742
SouthState Corp
Florida
$4.88K +$2.93K +48 +171%
CSB
743
City State Bank
Iowa
$4.75K – – –
USB
744
Union Savings Bank
Connecticut
$4.36K – – –
SSG
745
Summit Securities Group
New York
$4.36K +$1.22K +20 +42%
PWA
746
Principia Wealth Advisory
Texas
$4.17K +$2.5K +41 +171%
FFO
747
Fortitude Family Office
Arizona
$4.11K +$1.77K +29 +83%
AF
748
Advisornet Financial
Minnesota
$4.04K – – –
CFD
749
Creative Financial Designs
Indiana
$3.98K +$3.17K +52 +520%
MCM
750
Manchester Capital Management
Vermont
$3.85K -$854 -14 -19%
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30
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