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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
851
Atlantic Union Bankshares
Virginia
$3.56K – – –
SC
852
SouthState Corp
Florida
$3.28K -$12.8K -131 -79%
CWM
853
Copia Wealth Management
Oregon
$3.28K -$3.41K -35 -50%
GSWM
854
Golden State Wealth Management
California
$3K +$3.12K +32 New
FNWA
855
Financial Network Wealth Advisors
Utah
$2.91K -$10K -103 -77%
RWM
856
Raffa Wealth Management
District of Columbia
$2.91K – – –
WA
857
WPG Advisers
Maryland
$2.63K +$2.73K +28 New
SN
858
Sittner & Nelson
Oregon
$2.35K – – –
BIA
859
Bell Investment Advisors
California
$2.35K +$487 +5 +25%
TCA
860
Trifecta Capital Advisors
Illinois
$2.25K -$3.7K -38 -61%
LI
861
LRI Investments
Florida
$2.21K – – –
MAM
862
Marquette Asset Management
Minnesota
$2.06K +$2.14K +22 New
CCM
863
Cloud Capital Management
Washington
$2K +$2.34K +24 New
HHGA
864
Halbert Hargrove Global Advisors
California
$1.97K +$2.05K +21 New
PWA
865
Principia Wealth Advisory
Texas
$1.88K -$2.92K -30 -60%
KG
866
Kilter Group
New York
$1.69K +$487 +5 +38%
AP
867
Aspect Partners
Virginia
$1.69K +$1.75K +18 New
DF
868
Dunhill Financial
United Kingdom
$1.62K – – –
SIC
869
SJS Investment Consulting
Ohio
$1.59K – – –
CWM
870
Crowley Wealth Management
Delaware
$1.59K – – –
DIP
871
DT Investment Partners
Pennsylvania
$1.41K – – –
FC
872
Financial Consulate
Maryland
$1.41K +$1.46K +15 New
FMP
873
Financial Management Professionals
Texas
$1.31K – – –
VWM
874
Vermillion Wealth Management
Minnesota
$1.13K +$1.17K +12 New
WWM
875
Wolff Wiese Magana
California
$938 – – –
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