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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
851
Tompkins Financial
New York
$12.3K +$12.5K +111 New
NC
852
NewSquare Capital
Pennsylvania
$12.1K -$787 -7 -6%
WA
853
Whipplewood Advisors
Colorado
$11.9K -$9.89K -88 -45%
IUHSA
854
Itau Unibanco Holding S.A.
Brazil
$11.8K -$1.8K -16 -13%
SWM
855
Spire Wealth Management
Virginia
$11.1K -$117K -1,041 -91%
HWA
856
HHM Wealth Advisors
Tennessee
$11.1K – – –
DSC
857
Duncker Streett & Co
Missouri
$10.3K – – –
SO
858
Sierra Ocean
California
$10K – – –
WIM
859
Westside Investment Management
California
$9.91K +$10.2K +91 New
GWS
860
Greykasell Wealth Strategies
California
$9.76K – – –
MIM
861
MTM Investment Management
South Carolina
$9.42K +$9.55K +85 New
CWA
862
Carolina Wealth Advisors
South Carolina
$9.31K – – –
FFO
863
Fortitude Family Office
Arizona
$8.87K +$2.58K +23 +40%
GC
864
GFG Capital
Florida
$8.09K +$8.2K +73 New
PSFG
865
Park Square Financial Group
Georgia
$7.98K – – –
MEG
866
Millstone Evans Group
Colorado
$7.87K -$3.48K -31 -30%
CWM
867
Copia Wealth Management
Oregon
$7.76K – – –
FPF
868
First Pacific Financial
Washington
$7.54K +$2.7K +24 +55%
T
869
Transce3nd
Texas
$7.32K -$337 -3 -4%
HFS
870
Hughes Financial Services
Virginia
$7.07K +$787 +7 +10%
TCA
871
Trifecta Capital Advisors
Illinois
$6.87K +$4.27K +38 +158%
CCMI
872
Creative Capital Management Investments
California
$6.76K +$6.86K +61 New
CTC
873
Central Trust Company
Missouri
$6.32K – – –
MCM
874
MV Capital Management
Maryland
$6.32K – – –
EPIM
875
Evelyn Partners Investment Management
$6.32K +$6.41K +57 New
33 34
35
36 37