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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
626
Etesian Wealth Advisors
Oregon
$825K +$8.42K +123 +1%
BTI
627
Blue Trust Inc
Georgia
$822K +$38.6K +564 +5%
VWM
628
Venturi Wealth Management
Texas
$810K -$57.8K -844 -6%
MWPCG
629
Measured Wealth Private Client Group
New Hampshire
$807K +$170K +2,480 +25%
WANY
630
Wealthspire Advisors (New York)
New York
$806K -$134K -1,952 -14%
IMCOOI
631
Investment Management Corp of Ontario (IMCO)
Canada
$803K – – –
VEA
632
Virtus ETF Advisers
New York
$800K +$849K +12,406 New
AWM
633
Abound Wealth Management
Tennessee
$794K – – –
VFA
634
Valeo Financial Advisors
Indiana
$780K +$27.7K +405 +3%
PI
635
PEAK6 Investments
Illinois
$777K +$824K +12,042 New
MAS
636
Meeder Advisory Services
Ohio
$775K +$50K +730 +6%
MRCM
637
M&R Capital Management
New Jersey
$774K +$13.7K +200 +2%
PWP
638
Principle Wealth Partners
Connecticut
$767K – – –
RT
639
Rockland Trust
Massachusetts
$745K +$5.54K +81 +0.7%
BPA
640
Beacon Pointe Advisors
California
$745K +$233K +3,404 +42%
BCP
641
Berkeley Capital Partners
Georgia
$742K – – –
GWM
642
Geneos Wealth Management
Colorado
$742K -$61.5K -898 -7%
SFO
643
Stokes Family Office
Louisiana
$740K -$58.1K -849 -7%
AIM
644
Aigen Investment Management
New York
$736K +$781K +11,404 New
CAM
645
Cresset Asset Management
Illinois
$732K +$76.9K +1,124 +11%
JIC
646
Joel Isaacson & Co
New York
$732K – – –
SS
647
Simplicity Solutions
Minnesota
$729K +$465K +6,792 +151%
BFG
648
Bleakley Financial Group
New Jersey
$728K +$3.42K +50 +0.4%
ET
649
Equitable Trust
Tennessee
$727K +$80.4K +1,175 +12%
PWLP
650
Prio Wealth Limited Partnership
Massachusetts
$723K – – –
24 25
26
27 28