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Brown & Brown

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
976
Angeles Wealth Management
California
– -$220K -2,344 Closed
Ritholtz Wealth Management
977
Ritholtz Wealth Management
New York
– -$216K -2,304 Closed
TFA
978
Trinity Financial Advisors
Ohio
– -$214K -2,279 Closed
Wedmont Private Capital
979
Wedmont Private Capital
Pennsylvania
– -$216K -2,264 Closed
TWM
980
Tradition Wealth Management
Minnesota
– -$209K -2,225 Closed
Commerzbank Aktiengesellschaft
981
Commerzbank Aktiengesellschaft
Germany
– -$208K -2,217 Closed
KP
982
Keel Point
Alabama
– -$207K -2,212 Closed
KCPG
983
Kavar Capital Partners Group
Kansas
– -$205K -2,188 Closed
WAG
984
Wallace Advisory Group
California
– -$240K -2,168 Closed
MAM
985
Milestone Asset Management
Pennsylvania
– -$201K -2,148 Closed
BRWA
986
B. Riley Wealth Advisors
Florida
– -$201K -2,142 Closed
LFA
987
Legacy Financial Advisors
Kentucky
– -$201K -2,142 Closed
RFG
988
RFP Financial Group
Georgia
– -$201K -1,970 Closed
FDP
989
Financiere des Professionnels
Quebec, Canada
– -$106K -1,131 Closed
CI Investments Inc
990
CI Investments Inc
Ontario, Canada
– -$88K -934 Closed
TWD
991
True Wealth Design
Ohio
– -$54.5K -581 Closed
ATC
992
Adirondack Trust Company
New York
– -$43K -459 Closed
GWSG
993
GPS Wealth Strategies Group
Colorado
– -$26.7K -285 Closed
JWM
994
JPL Wealth Management
Colorado
– -$18.7K -199 Closed
CT
995
Clearstead Trust
Maine
– -$17.7K -189 Closed
BOK Financial
996
BOK Financial
Oklahoma
– -$14.6K -156 Closed
RA
997
Rise Advisors
New York
– -$12.6K -134 Closed
Itau Unibanco Holding S.A.
998
Itau Unibanco Holding S.A.
Brazil
– -$9.66K -103 Closed
HWA
999
HHM Wealth Advisors
Tennessee
– -$9.38K -100 Closed
PAM
1000
Palisade Asset Management
Minnesota
– -$8.63K -92 Closed