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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
876
Klingman & Associates
New York
– -$399K -5,004 Closed
WANY
877
Wealthspire Advisors (New York)
New York
– -$376K -4,713 Closed
MFA
878
Mayflower Financial Advisors
Massachusetts
– -$371K -4,652 Closed
PCM
879
Prelude Capital Management
New York
– -$356K -4,465 Closed
VWM
880
Venturi Wealth Management
Texas
– -$343K -4,307 Closed
ET
881
Entropy Technologies
New York
– -$341K -4,280 Closed
AA
882
ABC Arbitrage
France
– -$340K -4,266 Closed
CIP
883
Cornerstone Investment Partners
Georgia
– -$328K -4,112 Closed
FA
884
Faithward Advisors
Pennsylvania
– -$326K -4,093 Closed
AC
885
AlphaCore Capital
California
– -$326K -4,085 Closed
PWG
886
Portside Wealth Group
Utah
– -$319K -4,002 Closed
FTWA
887
Fifth Third Wealth Advisors
Ohio
– -$315K -3,958 Closed
CRC
888
Curi RMB Capital
Illinois
– -$313K -3,924 Closed
HC
889
Henshaw Capital
Massachusetts
– -$311K -3,899 Closed
DADC
890
D.A. Davidson & Co
Montana
– -$293K -3,674 Closed
PAG
891
Private Advisor Group
New Jersey
– -$288K -3,612 Closed
CT
892
ClearAlpha Technologies
Connecticut
– -$288K -3,608 Closed
HAG
893
HighPoint Advisor Group
Illinois
– -$285K -3,578 Closed
NW
894
NewEdge Wealth
Pennsylvania
– -$277K -3,472 Closed
FFM
895
Forum Financial Management
Illinois
– -$277K -3,470 Closed
CFG
896
Citizens Financial Group
Rhode Island
– -$270K -3,388 Closed
UW
897
Unique Wealth
Florida
– -$266K -3,334 Closed
CL
898
CSS LLC
Illinois
– -$258K -3,240 Closed
SWP
899
Sagespring Wealth Partners
Tennessee
– -$257K -3,219 Closed
BTWM
900
Baker Tilly Wealth Management
Wisconsin
– -$250K -3,134 Closed
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