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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
726
Whipplewood Advisors
Colorado
$6.98K +$505 +7 +7%
BGAI
727
Bruce G. Allen Investments
Colorado
$6.65K -$20.1K -279 -73%
JSAM
728
J. Safra Asset Management
New York
$6.52K -$5.05K -70 -41%
CPG
729
Cornerstone Planning Group
New Jersey
$6.28K -$15.1K -210 -66%
WA
730
Westfuller Advisors
New York
$6.07K +$6.2K +86 +1,229%
GWS
731
Greykasell Wealth Strategies
California
$5.74K – – –
BIA
732
Bell Investment Advisors
California
$5.54K -$3.75K -52 -38%
MIM
733
MTM Investment Management
South Carolina
$5.54K – – –
KFI
734
Key Financial Inc
Pennsylvania
$5.48K -$721 -10 -11%
CWA
735
Carolina Wealth Advisors
South Carolina
$5.48K – – –
CFM
736
Cornerstone Financial Management
Massachusetts
$5.48K +$649 +9 +12%
RS
737
Rakuten Securities
Japan
$5.22K +$5.7K +79 +7,900%
AW
738
Avion Wealth
Texas
$5K +$2.52K +35 +70%
FFG
739
Forum Finance Group
$5K +$6.49K +90 New
KFAS
740
Keating Financial Advisory Services
Kansas
$4.96K +$1.66K +23 +43%
MCM
741
Manchester Capital Management
Vermont
$4.83K -$560K -7,769 -99%
HFS
742
Hughes Financial Services
Virginia
$4.83K -$5.48K -76 -51%
CSB
743
City State Bank
Iowa
$4.83K -$72 -1 -1%
CCWM
744
Cassaday & Co Wealth Management
Virginia
$4.63K +$5.12K +71 New
MAM
745
Meeder Asset Management
Ohio
$4.57K -$1.3K -18 -20%
USB
746
Union Savings Bank
Connecticut
$4.43K – – –
MEG
747
Millstone Evans Group
Colorado
$4.24K – – –
TWD
748
True Wealth Design
Ohio
$4.17K +$4.61K +64 New
AF
749
Advisornet Financial
Minnesota
$4.11K +$649 +9 +17%
NSIM
750
North Star Investment Management
Illinois
$4.04K +$1.51K +21 +51%
28 29
30
31 32