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Brown & Brown
BRO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
901
Sagespring Wealth Partners
Tennessee
– -$257K -3,219 Closed
BTWM
902
Baker Tilly Wealth Management
Wisconsin
– -$250K -3,134 Closed
LWAM
903
Legacy Wealth Asset Management
Minnesota
– -$250K -3,134 Closed
SFS
904
Sowell Financial Services
Arkansas
– -$248K -3,107 Closed
AG
905
Ascent Group
Virginia
– -$245K -3,075 Closed
PA
906
Profund Advisors
Maryland
– -$243K -3,054 Closed
BFA
907
Brendel Financial Advisors
New Hampshire
– -$235K -2,943 Closed
IFG
908
Independent Financial Group
California
– -$232K -2,910 Closed
SCA
909
Stonebridge Capital Advisors
Minnesota
– -$231K -2,900 Closed
MWM
910
Mattern Wealth Management
Kansas
– -$229K -2,878 Closed
OC
911
Oppenheimer & Co
New York
– -$229K -2,868 Closed
BS
912
Brighton Securities
New York
– -$229K -2,867 Closed
CI
913
Cigna Investments
Connecticut
– -$223K -2,799 Closed
EL
914
EWA LLC
Pennsylvania
– -$222K -2,791 Closed
PA
915
Procyon Advisors
Connecticut
– -$220K -2,755 Closed
MBTD
916
Mechanics Bank - Trust Department
California
– -$216K -2,715 Closed
RWA
917
River Wealth Advisors
Pennsylvania
– -$215K -2,694 Closed
TAM
918
Trust Asset Management
Texas
– -$213K -2,672 Closed
MCA
919
MSH Capital Advisors
Arizona
– -$213K -2,670 Closed
FB
920
Fulton Bank
Pennsylvania
– -$211K -2,645 Closed
DWA
921
Douglass Winthrop Advisors
New York
– -$207K -2,600 Closed
CWP
922
Curated Wealth Partners
California
– -$207K -2,597 Closed
AC
923
Armistice Capital
New York
– -$206K -2,590 Closed
SQA
924
Simon Quick Advisors
New Jersey
– -$205K -2,574 Closed
CCM
925
Capstone Capital Management
– -$200K -2,513 Closed
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38 39