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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
876
First Command Advisory Services
Texas
$2.86K +$2.57K +23 New
BIA
877
Bell Investment Advisors
California
$2.49K – – –
FUBT
878
First United Bank & Trust
Maryland
$2.36K +$2.12K +19 New
DF
879
Dunhill Financial
United Kingdom
$2.17K -$1.23K -11 -39%
CWM
880
Crowley Wealth Management
Delaware
$2.12K – – –
LCM
881
Logan Capital Management
Pennsylvania
$1.99K +$112 +1 +7%
DWM
882
Dogwood Wealth Management
Kansas
$1.99K +$1.79K +16 New
DIP
883
DT Investment Partners
Pennsylvania
$1.87K – – –
TWD
884
True Wealth Design
Ohio
$1.87K +$1.68K +15 New
GP
885
Greenline Partners
New York
$1.74K +$1.56K +14 New
CWP
886
Clark Wealth Partners
Illinois
$1.62K – – –
HFS
887
Horizon Financial Services
North Carolina
$1.49K +$1.34K +12 New
RAM
888
Riggs Asset Management
Pennsylvania
$1.37K – – –
WWM
889
Wolff Wiese Magana
California
$1.24K – – –
VNA
890
Valley National Advisers
Pennsylvania
$1K +$1.68K +15 New
WCM
891
WealthTrak Capital Management
Virginia
$996 +$894 +8 New
BFS
892
Bare Financial Services
Pennsylvania
$995 +$894 +8 New
HWP
893
Highline Wealth Partners
California
$995 +$894 +8 New
PWA
894
Principia Wealth Advisory
Texas
$933 +$335 +3 +60%
WW
895
Winnow Wealth
Texas
$879 +$335 +3 +60%
WA
896
WestEnd Advisors
North Carolina
$871 +$559 +5 +250%
BHWM
897
Bay Harbor Wealth Management
Maryland
$870 +$782 +7 New
CA
898
Clearstead Advisors
Ohio
$747 +$670 +6 New
PWM
899
Parkworth Wealth Management
California
$746 – – –
CWC
900
Carolinas Wealth Consulting
North Carolina
$622 – – –
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