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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
801
Meeder Asset Management
Ohio
$7.01K +$417 +5 +6%
CFO
802
CVA Family Office
Colorado
$6.93K -$1.42K -17 -16%
MIM
803
MTM Investment Management
South Carolina
$6.78K – – –
CWA
804
Carolina Wealth Advisors
South Carolina
$6.7K – – –
TFA
805
Transamerica Financial Advisors
Florida
$6.21K -$1.92K -23 -23%
SWM
806
Spire Wealth Management
Virginia
$6.16K -$1.5K -18 -19%
HIA
807
Harbor Investment Advisory
Maryland
$6.14K +$6.42K +77 New
CSB
808
City State Bank
Iowa
$5.98K +$1.75K +21 +39%
CFM
809
Cornerstone Financial Management
Massachusetts
$5.98K +$6.26K +75 New
CTC
810
Central Trust Company
Missouri
$5.74K -$14.1K -169 -70%
USB
811
Union Savings Bank
Connecticut
$5.42K +$5.67K +68 New
FFO
812
Fortitude Family Office
Arizona
$5.26K -$1.58K -19 -22%
MEG
813
Millstone Evans Group
Colorado
$5.18K – – –
CJ
814
Caitlin John
Michigan
$5.1K -$1.16M -13,866 -100%
HHMI
815
Howard Hughes Medical Institute
Maryland
$5.02K +$83 +1 +2%
MA
816
Modus Advisors
Minnesota
$4.78K +$5.01K +60 New
WWA
817
Wealth Watch Advisors
Colorado
$4.38K -$501 -6 -10%
BAM
818
Bellevue Asset Management
Washington
$4.38K +$83 +1 +2%
AF
819
Advisornet Financial
Minnesota
$4.3K +$83 +1 +2%
BCWM
820
Bartlett & Co Wealth Management
Ohio
$4.22K +$4.42K +53 New
KFAS
821
Keating Financial Advisory Services
Kansas
$4.22K +$4.42K +53 New
ACA
822
Atlas Capital Advisors
Wyoming
$3.98K +$4.17K +50 New
JGIA
823
Jackson Grant Investment Advisers
Connecticut
$3.83K – – –
PWMG
824
Prestige Wealth Management Group
New Jersey
$3.67K – – –
HFS
825
Horizon Financial Services
North Carolina
$3.27K -$3.5K -42 -51%
31 32
33
34 35