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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
626
Capital Investment Advisory Services
North Carolina
$929K -$70.4K -1,051 -8%
EWA
627
Etesian Wealth Advisors
Oregon
$911K +$848K +12,668 New
IMCOOI
628
Investment Management Corp of Ontario (IMCO)
Canada
$895K +$833K +12,438 New
GWM
629
Geneos Wealth Management
Colorado
$891K -$51.8K -773 -6%
DAC
630
Dividend Assets Capital
South Carolina
$891K -$46.9K -700 -5%
SFO
631
Stokes Family Office
Louisiana
$887K +$5.83K +87 +0.7%
AWM
632
Abound Wealth Management
Tennessee
$885K -$38.2K -570 -4%
KWM
633
Kingsview Wealth Management
Oregon
$883K -$96.9K -1,448 -11%
BBA
634
Baader Bank Aktiengesellschaft
Germany
$864K – – –
WI
635
WBI Investments
New Jersey
$857K +$797K +11,909 New
PWP
636
Principle Wealth Partners
Connecticut
$856K – – –
AWS
637
Atria Wealth Solutions
New York
$852K +$340K +5,073 +21%
MRCM
638
M&R Capital Management
New Jersey
$849K -$20.1K -300 -2%
CT
639
Caldwell Trust
Florida
$849K -$32.9K -492 -4%
TFS
640
TrustCore Financial Services
Tennessee
$848K +$7.37K +110 +0.9%
LWAC
641
Laurel Wealth Advisors (California)
California
$846K -$76.1K -1,136 -9%
VFA
642
Valeo Financial Advisors
Indiana
$840K +$132K +1,966 +20%
DLHL
643
Donald L. Hagan LLC
Florida
$829K +$14.4K +215 +2%
BCP
644
Berkeley Capital Partners
Georgia
$827K – – –
RT
645
Rockland Trust
Massachusetts
$825K -$402 -6 -0.1%
FFM
646
Fullerton Fund Management
Singapore
$821K +$764K +11,406 New
GC
647
Gratus Capital
Georgia
$818K – – –
JIC
648
Joel Isaacson & Co
New York
$816K – – –
NHC
649
Nicholas Hoffman & Company
Georgia
$812K +$67 +1 +0%
MAS
650
Meeder Advisory Services
Ohio
$811K +$755K +11,279 New
24 25
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