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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
876
Strategies Wealth Advisors
Michigan
– -$224K -3,439 Closed
ICP
877
Impact Capital Partners
Colorado
– -$223K -3,421 Closed
AWA
878
Arkadios Wealth Advisors
Georgia
– -$217K -3,332 Closed
SC
879
Syon Capital
California
– -$210K -3,227 Closed
BAM
880
Blueshift Asset Management
New Jersey
– -$209K -3,202 Closed
DIA
881
Dana Investment Advisors
Wisconsin
– -$207K -3,178 Closed
GVAG
882
Great Valley Advisor Group
Delaware
– -$204K -3,133 Closed
PFM
883
Patton Fund Management
Texas
– -$204K -3,123 Closed
GS
884
GTS Securities
Florida
– -$202K -3,102 Closed
CCI
885
Credit Capital Investments
New Jersey
– -$202K -3,100 Closed
PAS
886
Park Avenue Securities
New York
– -$201K -3,075 Closed
BFO
887
Boston Family Office
Massachusetts
– -$200K -3,070 Closed
BC
888
Bayforest Capital
United Kingdom
– -$95.3K -1,462 Closed
GSEP
889
Golden State Equity Partners
California
– -$83.2K -1,276 Closed
IRAG
890
Investment Research & Advisory Group
Georgia
– -$54.5K -835 Closed
OCM
891
Orion Capital Management
California
– -$52.6K -807 Closed
DWP
892
Destiny Wealth Partners
Florida
– -$43.1K -660 Closed
CW
893
Curio Wealth
Maryland
– -$39.2K -601 Closed
FPB
894
First PREMIER Bank
South Dakota
– -$28K -424 Closed
BOTPPF
895
Board of the Pension Protection Fund
United Kingdom
– -$26.1K -400 Closed
CSP
896
Cary Street Partners
Virginia
– -$24.8K -381 Closed
UBP
897
Union Bancaire Privee
Switzerland
– -$18.7K -378 Closed
AGWCA
898
Annis Gardner Whiting Capital Advisors
Florida
– -$21.7K -333 Closed
TPWA
899
Twin Peaks Wealth Advisors
California
– -$19.1K -293 Closed
SIS
900
Sound Income Strategies
Florida
– -$16.5K -256 Closed
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