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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
601
Advisory Services Network
Georgia
$738K – – –
MWM
602
MorganRosel Wealth Management
Colorado
$736K -$41.3K -782 -5%
AF
603
Advisornet Financial
Minnesota
$734K +$50.9K +964 +7%
RP
604
Rice Partnership
Hawaii
$732K – – –
LP
605
LMR Partners
United Kingdom
$730K +$737K +13,955 New
PAG
606
Private Advisor Group
New Jersey
$727K -$54.2K -1,026 -7%
LWS
607
Lucia Wealth Services
California
$718K -$21.5K -407 -3%
DI
608
DAGCO Inc
Ohio
$715K +$317 +6 +0%
TCM
609
Teza Capital Management
Illinois
$715K +$721K +13,664 New
FHB
610
First Hawaiian Bank
Hawaii
$714K +$71.1K +1,346 +11%
MFAM
611
Motley Fool Asset Management
Virginia
$712K +$35.7K +677 +5%
CWM
612
Chesapeake Wealth Management
Virginia
$709K -$46.2K -875 -6%
MIM
613
Montgomery Investment Management
Maryland
$701K – – –
WCM
614
Weld Capital Management
New York
$696K +$497K +9,415 +242%
MSAM
615
Moloney Securities Asset Management
Missouri
$684K – – –
NFG
616
Nations Financial Group
Iowa
$673K +$375K +7,103 +128%
BFS
617
Bradley Foster & Sargent
Connecticut
$668K -$6.86K -130 -1%
PLFAM
618
Pineno Levin & Ford Asset Management
Virginia
$664K – – –
RCAG
619
Rehmann Capital Advisory Group
Michigan
$661K -$1.06K -20 -0.2%
CSA
620
Cottage Street Advisors
Massachusetts
$661K – – –
CMO
621
Covenant Multifamily Offices
Texas
$658K -$9.61K -182 -1%
CAG
622
Csenge Advisory Group
Florida
$653K -$63.6K -1,205 -9%
HBWM
623
Hollow Brook Wealth Management
New York
$652K – – –
SFG
624
SevenBridge Financial Group
Pennsylvania
$641K -$185K -3,505 -22%
MA
625
MUFG Americas
New York
$640K -$42.2K -800 -6%
23 24
25
26 27