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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
801
Cornerstone Planning Group
New Jersey
$2K +$298 +3 +19%
LOIP
802
Live Oak Investment Partners
Texas
$1.86K – – –
DF
803
Dunhill Financial
United Kingdom
$1.81K – – –
BCMLT
804
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.58K – – –
DIP
805
DT Investment Partners
Pennsylvania
$1.55K – – –
LCM
806
Logan Capital Management
Pennsylvania
$1.55K – – –
CPA
807
Capital Performance Advisors
California
$1.55K +$1.49K +15 New
RAM
808
Riggs Asset Management
Pennsylvania
$1.14K – – –
IAIM
809
International Assets Investment Management
Florida
$1.09K +$11.3M +113,442 New
WWM
810
Wolff Wiese Magana
California
$1.04K – – –
RTC
811
Riverview Trust Company
Washington
$1.04K +$995 +10 New
FMP
812
Financial Management Professionals
Texas
$1K – – –
AWM
813
Abound Wealth Management
Tennessee
$726 – – –
CFO
814
CVA Family Office
Colorado
$622 -$1.19K -12 -67%
CWC
815
Carolinas Wealth Consulting
North Carolina
$518 +$497 +5 New
VAMG
816
Voisard Asset Management Group
Michigan
$518 +$497 +5 New
HPC
817
HM Payson & Co
Maine
$208 +$199 +2 New
WA
818
WestEnd Advisors
North Carolina
$207 +$99 +1 +100%
MFG
819
Mendota Financial Group
Wisconsin
$104 +$99 +1 New
YDMI
820
Y.D. More Investments
Israel
$37 +$696 +7 +6%
DWM
821
Dogwood Wealth Management
Kansas
$3 – – –
WP
822
Woodline Partners
California
– -$23.2M -259,029 Closed
GC
823
Gillson Capital
Illinois
– -$14.7M -164,338 Closed
IMPI
824
Ilmarinen Mutual Pension Insurance
Finland
– -$9.39M -105,000 Closed
ACH
825
ArrowMark Colorado Holdings
Colorado
– -$8.87M -99,235 Closed
31 32
33
34 35