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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
KPP
901
Kings Path Partners
Texas
– -$12.4K -190 Closed
EB
902
Eastern Bank
Massachusetts
– -$11.7K -180 Closed
RFP
903
Root Financial Partners
California
– -$9.06K -139 Closed
RCM
904
Richardson Capital Management
Wisconsin
– -$8.28K -127 Closed
IWM
905
IMG Wealth Management
Florida
– -$8.15K -125 Closed
FPF
906
First Pacific Financial
Washington
– -$7.3K -112 Closed
WA
907
Whipplewood Advisors
Colorado
– -$6.98K -107 Closed
MIM
908
MTM Investment Management
South Carolina
– -$5.54K -85 Closed
MAM
909
Meeder Asset Management
Ohio
– -$4.57K -70 Closed
JGIA
910
Jackson Grant Investment Advisers
Connecticut
– -$3.13K -48 Closed
RCM
911
Raleigh Capital Management
North Carolina
– -$2.28K -35 Closed
CWP
912
Clark Wealth Partners
Illinois
– -$2.22K -34 Closed
FNWA
913
Financial Network Wealth Advisors
Utah
– -$2.03K -31 Closed
WSFG
914
Wall Street Financial Group
Illinois
– -$1.83K -28 Closed
ECM
915
Estabrook Capital Management
New York
– -$1.37K -21 Closed
WTA
916
Washington Trust Advisors
Massachusetts
– -$1.3K -20 Closed
CFG
917
Clayton Financial Group
Missouri
– -$1.24K -19 Closed
T
918
Tidemark
California
– -$391 -6 Closed
PWA
919
Portus Wealth Advisors
North Carolina
– -$326 -5 Closed
TWM
920
TopTier Wealth Management
Wisconsin
– -$326 -5 Closed
TCOT
921
Trust Company of Toledo
Ohio
– -$326 -5 Closed
VWM
922
Vermillion Wealth Management
Minnesota
– -$261 -4 Closed
3FI
923
3 Factor Indexing
California
– -$66 -1 Closed
NF
924
Napier Financial
Massachusetts
– -$65 -1 Closed
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