We are live on ! Find out more
BRO icon

Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
EPIM
876
Evelyn Partners Investment Management
$6.32K +$6.41K +57 New
AW
877
Avion Wealth
Texas
$6K +$1.12K +10 +22%
CSB
878
City State Bank
Iowa
$5.99K – – –
HHMI
879
Howard Hughes Medical Institute
Maryland
$5.65K +$5.73K +51 New
PWA
880
Principia Wealth Advisory
Texas
$5.54K +$4.72K +42 +525%
JGIA
881
Jackson Grant Investment Advisers
Connecticut
$5.32K – – –
AF
882
Advisornet Financial
Minnesota
$5.21K – – –
PWMG
883
Prestige Wealth Management Group
New Jersey
$5.1K – – –
BAM
884
Bellevue Asset Management
Washington
$5.1K -$337 -3 -6%
JFG
885
JDM Financial Group
Texas
$4.99K – – –
AWM
886
Activest Wealth Management
Florida
$4.88K -$449 -4 -8%
CPG
887
Cornerstone Planning Group
New Jersey
$4.77K +$2.47K +22 +73%
GWM
888
Geneos Wealth Management
Colorado
$4.43K +$449 +4 +11%
YP
889
YANKCOM Partnership
South Dakota
$4.43K +$4.5K +40 New
AWM
890
Abound Wealth Management
Tennessee
$4.32K – – –
DPW
891
DiNuzzo Private Wealth
Pennsylvania
$4.32K +$112 +1 +3%
S
892
Sachetta
Massachusetts
$4.21K – – –
AUB
893
Atlantic Union Bankshares
Virginia
$4.21K +$4.27K +38 New
TIM
894
Tortoise Investment Management
New York
$3.88K +$225 +2 +6%
CFO
895
CVA Family Office
Colorado
$3.77K -$2.02K -18 -35%
RWM
896
Raffa Wealth Management
District of Columbia
$3.44K – – –
PGAM
897
Princeton Global Asset Management
New Jersey
$3.1K +$3.15K +28 New
SN
898
Sittner & Nelson
Oregon
$2.77K – – –
LI
899
LRI Investments
Florida
$2.61K +$112 +1 +4%
FCAS
900
First Command Advisory Services
Texas
$2.55K – – –
34 35
36
37 38