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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
751
Park Place Capital
Alabama
$119K – – –
C
752
Covestor
United Kingdom
$117K +$11.7K +105 +13%
AF
753
Allworth Financial
California
$113K +$28.7K +257 +37%
AGWCA
754
Annis Gardner Whiting Capital Advisors
Florida
$107K +$1.56K +14 +2%
AIM
755
Acropolis Investment Management
Missouri
$105K +$94.6K +847 New
EWA
756
EverSource Wealth Advisors
Alabama
$102K +$37.1K +332 +68%
JFGIW
757
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$101K +$59.2K +530 +190%
OCM
758
Orion Capital Management
California
$100K – – –
WSFS
759
Wilmington Savings Fund Society
Delaware
$96.7K -$1.56K -14 -2%
PFBT
760
Parkside Financial Bank & Trust
Missouri
$96.3K -$335 -3 -0.4%
QC
761
Quent Capital
New York
$96K +$9.39K +84 +12%
SAM
762
Smartleaf Asset Management
Massachusetts
$92K -$7.04K -63 -8%
VCM
763
Versant Capital Management
Arizona
$91.1K +$35.6K +319 +77%
MPWT
764
MassMutual Private Wealth & Trust
Connecticut
$88.8K +$447 +4 +0.6%
CH
765
Cromwell Holdings
Wyoming
$88.7K +$1.56K +14 +2%
WF
766
Wayfinding Financial
Washington
$88K +$79.9K +715 New
CT
767
Caldwell Trust
Florida
$84.1K – – –
GCM
768
Gables Capital Management
Florida
$83.1K – – –
SWIM
769
Smallwood Wealth Investment Management
New Jersey
$83.1K +$74.6K +668 New
CBT
770
Crews Bank & Trust
Florida
$81.5K – – –
DWM
771
Darwin Wealth Management
Florida
$78.5K – – –
SIM
772
Sentry Investment Management
Wisconsin
$76K -$22.7K -203 -23%
GWSG
773
GPS Wealth Strategies Group
Colorado
$73.3K – – –
CSP
774
Cary Street Partners
Virginia
$72.2K +$5.47K +49 +9%
CVM
775
Cheviot Value Management
California
$66.2K +$67K +600 New
29 30
31
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