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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
526
Abbrea Capital
California
$609K – – –
WAM
527
Wealthspire Advisors (Maryland)
Maryland
$608K +$1.52K +42 +0.2%
MRCM
528
M&R Capital Management
New Jersey
$607K -$15.4K -425 -2%
IRF
529
IBM Retirement Fund
New York
$598K -$22.6K -626 -4%
CAN
530
Cetera Advisor Networks
California
$597K -$52.2K -1,445 -8%
DSC
531
Duncker Streett & Co
Missouri
$591K -$101K -2,800 -15%
VWM
532
Valley Wealth Managers
New Jersey
$587K – – –
SWP
533
Stratos Wealth Partners
Ohio
$586K +$6.97K +193 +1%
KWM
534
Kingsview Wealth Management
Oregon
$580K +$582K +16,105 New
FC
535
FORA Capital
Florida
$574K +$81.6K +2,258 +17%
CT
536
Caldwell Trust
Florida
$574K – – –
DLHL
537
Donald L. Hagan LLC
Florida
$571K +$572K +15,837 New
JIR
538
James Investment Research
Ohio
$561K -$119K -3,300 -17%
AI
539
AdvisorShares Investments
Maryland
$561K -$25.6K -709 -4%
OPPTF
540
OPSEU Pension Plan Trust Fund
Ontario, Canada
$553K -$13.7K -379 -2%
RI
541
Ridgewood Investments
New Jersey
$553K +$247K +6,835 +80%
AW
542
ACG Wealth
Georgia
$550K -$72.3K -2,000 -12%
RT
543
Rockland Trust
Massachusetts
$548K -$7.22K -200 -1%
RP
544
Rice Partnership
Hawaii
$546K – – –
EGM
545
Engineers Gate Manager
New York
$536K +$537K +14,869 New
SHWM
546
Smith & Howard Wealth Management
Georgia
$531K -$33.3K -921 -6%
PFO
547
Pathstone Family Office
New Jersey
$525K – – –
S
548
Seeyond
France
$523K -$461K -12,758 -47%
DP
549
Dearborn Partners
Illinois
$519K +$18.8K +520 +4%
TRCT
550
Tower Research Capital (TRC)
New York
$517K -$591K -16,357 -53%
20 21
22
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