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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
KG
826
Kilter Group
New York
$3.27K +$1.92K +23 +128%
NSIM
827
North Star Investment Management
Illinois
$3.27K +$3K +36 +720%
AWM
828
Abound Wealth Management
Tennessee
$3.11K – – –
AUB
829
Atlantic Union Bankshares
Virginia
$3.03K – – –
AW
830
Avion Wealth
Texas
$3K +$250 +3 +6%
SC
831
SouthState Corp
Florida
$2.95K +$167 +2 +6%
FPF
832
First Pacific Financial
Washington
$2.87K -$3.34K -40 -53%
CWM
833
Copia Wealth Management
Oregon
$2.79K – – –
CIAS
834
CBIZ Investment Advisory Services
Ohio
$2.71K +$2.84K +34 New
DPW
835
DiNuzzo Private Wealth
Pennsylvania
$2.63K -$417 -5 -13%
GSWM
836
Golden State Wealth Management
California
$2.56K – – –
FNWA
837
Financial Network Wealth Advisors
Utah
$2.48K – – –
PWA
838
Physician Wealth Advisors
Utah
$2.47K -$10.8K -130 -81%
S
839
Sachetta
Massachusetts
$2.47K -$2.5K -30 -49%
RWM
840
Raffa Wealth Management
District of Columbia
$2.47K – – –
SIC
841
SJS Investment Consulting
Ohio
$2.47K +$1.17K +14 +82%
RF
842
Rossby Financial
Florida
$2.39K +$2.5K +30 New
SEP
843
Signature Equity Partners
Ohio
$2.08K +$2.17K +26 New
HNW
844
High Note Wealth
Minnesota
$1.91K +$2K +24 New
LI
845
LRI Investments
Florida
$1.88K – – –
SN
846
Sittner & Nelson
Oregon
$1.84K – – –
PWA
847
Principia Wealth Advisory
Texas
$1.83K +$250 +3 +15%
NB
848
NBT Bank
New York
$1.83K +$6.67K +80 New
FUBT
849
First United Bank & Trust
Maryland
$1.51K -$2.84K -34 -64%
DF
850
Dunhill Financial
United Kingdom
$1.5K +$167 +2 +12%
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