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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
801
Trifecta Capital Advisors
Illinois
$2.49K – – –
BIA
802
Bell Investment Advisors
California
$2.07K – – –
CPG
803
Cornerstone Planning Group
New Jersey
$2K +$298 +3 +19%
LOIP
804
Live Oak Investment Partners
Texas
$1.86K – – –
DF
805
Dunhill Financial
United Kingdom
$1.81K – – –
BCMLT
806
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.58K – – –
DIP
807
DT Investment Partners
Pennsylvania
$1.55K – – –
LCM
808
Logan Capital Management
Pennsylvania
$1.55K – – –
CPA
809
Capital Performance Advisors
California
$1.55K +$1.49K +15 New
RAM
810
Riggs Asset Management
Pennsylvania
$1.14K – – –
WWM
811
Wolff Wiese Magana
California
$1.04K – – –
RTC
812
Riverview Trust Company
Washington
$1.04K +$995 +10 New
FMP
813
Financial Management Professionals
Texas
$1K – – –
AWM
814
Abound Wealth Management
Tennessee
$726 – – –
CFO
815
CVA Family Office
Colorado
$622 -$1.19K -12 -67%
CWC
816
Carolinas Wealth Consulting
North Carolina
$518 +$497 +5 New
VAMG
817
Voisard Asset Management Group
Michigan
$518 +$497 +5 New
HPC
818
HM Payson & Co
Maine
$208 +$199 +2 New
WA
819
WestEnd Advisors
North Carolina
$207 +$99 +1 +100%
MFG
820
Mendota Financial Group
Wisconsin
$104 +$99 +1 New
YDMI
821
Y.D. More Investments
Israel
$37 +$696 +7 +6%
DWM
822
Dogwood Wealth Management
Kansas
$3 – – –
WP
823
Woodline Partners
California
– -$23.2M -259,029 Closed
GC
824
Gillson Capital
Illinois
– -$14.7M -164,338 Closed
IMPI
825
Ilmarinen Mutual Pension Insurance
Finland
– -$9.39M -105,000 Closed
31 32
33
34 35