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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
751
Transamerica Financial Advisors
Florida
$3.72K -$4.15K -68 -54%
ADL
752
Asset Dedication LLC
California
$3.59K -$30.7K -504 -90%
NEWAS
753
N.E.W. Advisory Services
Wisconsin
$3.34K +$3.17K +52 New
HIA
754
Highland Investment Advisors
Florida
$3.24K +$3.11K +51 New
CCWM
755
Cassaday & Co Wealth Management
Virginia
$3.08K -$1.4K -23 -32%
RF
756
Rossby Financial
Florida
$3.08K +$915 +15 +45%
PGAM
757
Princeton Global Asset Management
New Jersey
$3.08K +$2.93K +48 New
MAM
758
Marquette Asset Management
Minnesota
$3.02K +$2.87K +47 New
PWMG
759
Prestige Wealth Management Group
New Jersey
$2.95K – – –
APFP
760
Action Point Financial Planning
Michigan
$2.95K +$3.05K +50 New
AWM
761
Abound Wealth Management
Tennessee
$2.63K +$122 +2 +5%
RFA
762
Register Financial Advisors
Georgia
$2.5K +$2.38K +39 New
AUB
763
Atlantic Union Bankshares
Virginia
$2.44K -$11.8K -194 -84%
DF
764
Dunhill Financial
United Kingdom
$2.25K +$915 +15 +75%
VNA
765
Valley National Advisers
Pennsylvania
$2.25K +$244 +4 +13%
CWM
766
Copia Wealth Management
Oregon
$2.25K – – –
NL
767
NVWM LLC
Pennsylvania
$2.25K +$1.4K +23 +192%
CIA
768
Cape Investment Advisory
Georgia
$2.12K +$2.01K +33 New
SN
769
Sittner & Nelson
Oregon
$1.6K – – –
CIAM
770
Caitong International Asset Management
Hong Kong
$1.41K -$162K -2,651 -99%
SEP
771
Signature Equity Partners
Ohio
$1.22K -$427 -7 -27%
BCWM
772
Bartlett & Co Wealth Management
Ohio
$1.16K -$2.75K -45 -71%
DPW
773
DiNuzzo Private Wealth
Pennsylvania
$1.16K -$305 -5 -22%
ACA
774
American Capital Advisory
Idaho
$1.16K +$549 +9 +100%
BDPWM
775
Barnes Dennig Private Wealth Management
Ohio
$1.16K +$1.1K +18 New
29 30
31
32 33