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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
751
Princeton Global Asset Management
New Jersey
$3.08K +$2.93K +48 New
MAM
752
Marquette Asset Management
Minnesota
$3.02K +$2.87K +47 New
PWMG
753
Prestige Wealth Management Group
New Jersey
$2.95K – – –
APFP
754
Action Point Financial Planning
Michigan
$2.95K +$3.05K +50 New
AWM
755
Abound Wealth Management
Tennessee
$2.63K +$122 +2 +5%
RFA
756
Register Financial Advisors
Georgia
$2.5K +$2.38K +39 New
AUB
757
Atlantic Union Bankshares
Virginia
$2.44K -$11.8K -194 -84%
DF
758
Dunhill Financial
United Kingdom
$2.25K +$915 +15 +75%
VNA
759
Valley National Advisers
Pennsylvania
$2.25K +$244 +4 +13%
CWM
760
Copia Wealth Management
Oregon
$2.25K – – –
NL
761
NVWM LLC
Pennsylvania
$2.25K +$1.4K +23 +192%
CIA
762
Cape Investment Advisory
Georgia
$2.12K +$2.01K +33 New
SN
763
Sittner & Nelson
Oregon
$1.6K – – –
CIAM
764
Caitong International Asset Management
Hong Kong
$1.41K -$162K -2,651 -99%
SEP
765
Signature Equity Partners
Ohio
$1.22K -$427 -7 -27%
BCWM
766
Bartlett & Co Wealth Management
Ohio
$1.16K -$2.75K -45 -71%
DPW
767
DiNuzzo Private Wealth
Pennsylvania
$1.16K -$305 -5 -22%
ACA
768
American Capital Advisory
Idaho
$1.16K +$549 +9 +100%
BDPWM
769
Barnes Dennig Private Wealth Management
Ohio
$1.16K +$1.1K +18 New
DCM
770
Davis Capital Management
Florida
$1.03K +$732 +12 +300%
CCMI
771
Creative Capital Management Investments
California
$1.03K +$976 +16 New
DIP
772
DT Investment Partners
Pennsylvania
$963 – – –
FC
773
Financial Consulate
Maryland
$963 +$915 +15 New
CJ
774
Caitlin John
Michigan
$962 -$1.16K -19 -56%
RWM
775
Raffa Wealth Management
District of Columbia
$898 -$1.1K -18 -56%
29 30
31
32 33