We are live on ! Find out more
BRO icon

Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
851
Private Wealth Management Group
New Jersey
$12.5K +$3.15K +28 +33%
TF
852
Tompkins Financial
New York
$12.3K +$12.5K +111 New
NC
853
NewSquare Capital
Pennsylvania
$12.1K -$787 -7 -6%
WA
854
Whipplewood Advisors
Colorado
$11.9K -$9.89K -88 -45%
IUHSA
855
Itau Unibanco Holding S.A.
Brazil
$11.8K -$1.8K -16 -13%
SWM
856
Spire Wealth Management
Virginia
$11.1K -$117K -1,041 -91%
HWA
857
HHM Wealth Advisors
Tennessee
$11.1K – – –
DSC
858
Duncker Streett & Co
Missouri
$10.3K – – –
SO
859
Sierra Ocean
California
$10K – – –
WIM
860
Westside Investment Management
California
$9.91K +$10.2K +91 New
GWS
861
Greykasell Wealth Strategies
California
$9.76K – – –
MIM
862
MTM Investment Management
South Carolina
$9.42K +$9.55K +85 New
CWA
863
Carolina Wealth Advisors
South Carolina
$9.31K – – –
FFO
864
Fortitude Family Office
Arizona
$8.87K +$2.58K +23 +40%
GC
865
GFG Capital
Florida
$8.09K +$8.2K +73 New
PSFG
866
Park Square Financial Group
Georgia
$7.98K – – –
MEG
867
Millstone Evans Group
Colorado
$7.87K -$3.48K -31 -30%
CWM
868
Copia Wealth Management
Oregon
$7.76K – – –
FPF
869
First Pacific Financial
Washington
$7.54K +$2.7K +24 +55%
T
870
Transce3nd
Texas
$7.32K -$337 -3 -4%
HFS
871
Hughes Financial Services
Virginia
$7.07K +$787 +7 +10%
TCA
872
Trifecta Capital Advisors
Illinois
$6.87K +$4.27K +38 +158%
CCMI
873
Creative Capital Management Investments
California
$6.76K +$6.86K +61 New
CTC
874
Central Trust Company
Missouri
$6.32K – – –
MCM
875
MV Capital Management
Maryland
$6.32K – – –
33 34
35
36 37