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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
601
Montag & Associates
Georgia
$761K +$171K +2,900 +27%
FFM
602
Forum Financial Management
Illinois
$758K – – –
WANY
603
Wealthspire Advisors (New York)
New York
$754K -$38.1K -647 -5%
MCM
604
Mendel Capital Management
Arkansas
$753K +$99.6K +1,693 +14%
MCM
605
MAI Capital Management
Ohio
$741K +$143K +2,426 +23%
GWM
606
Geneos Wealth Management
Colorado
$739K -$126K -2,137 -14%
GGI
607
Godsey & Gibb Inc
Virginia
$738K – – –
LFAS
608
Level Four Advisory Services
Texas
$738K +$26.2K +446 +4%
DAC
609
Dividend Assets Capital
South Carolina
$735K – – –
LWAC
610
Laurel Wealth Advisors (California)
California
$724K -$1.82K -31 -0.2%
AWM
611
Abound Wealth Management
Tennessee
$724K -$11.3K -192 -1%
IC
612
IEQ Capital
California
$716K +$9.83K +167 +1%
AT
613
Arvest Trust
Oklahoma
$712K +$746K +12,676 New
XT
614
XTX Topco
Cayman Islands
$704K +$738K +12,535 New
KIC
615
Keating Investment Counselors
Florida
$703K -$20.6K -350 -3%
GAAM
616
Guinness Atkinson Asset Management
California
$702K -$75K -1,275 -9%
RWM
617
Ritholtz Wealth Management
New York
$702K +$735K +12,486 New
MTC
618
Matrix Trust Company
Colorado
$697K -$147K -2,505 -17%
VAM
619
Verity Asset Management
North Carolina
$696K +$729K +12,390 New
BCV
620
Banque Cantonale Vaudoise
Switzerland
$691K – – –
CT
621
Caldwell Trust
Florida
$691K – – –
SFO
622
Stokes Family Office
Louisiana
$688K +$73.5K +1,249 +11%
FIBT
623
First International Bank & Trust
North Dakota
$683K +$163K +2,775 +30%
MRCM
624
M&R Capital Management
New Jersey
$679K – – –
BBA
625
Baader Bank Aktiengesellschaft
Germany
$675K -$141K -2,400 -17%
23 24
25
26 27