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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
626
Kingsview Wealth Management
Oregon
$902K -$1.12M -16,704 -56%
MCC
627
Money Concepts Capital
Florida
$897K -$2.53M -37,731 -75%
MAS
628
Meeder Advisory Services
Ohio
$896K +$55.5K +829 +7%
EWA
629
Exencial Wealth Advisors
Oklahoma
$889K -$38.2K -571 -4%
AWM
630
Abound Wealth Management
Tennessee
$881K +$21K +314 +3%
WANY
631
Wealthspire Advisors (New York)
New York
$872K +$268 +4 +0%
DAC
632
Dividend Assets Capital
South Carolina
$864K – – –
EWA
633
Etesian Wealth Advisors
Oregon
$864K -$27.6K -413 -3%
HCM
634
Highview Capital Management
Illinois
$861K -$256K -3,831 -24%
CG
635
Caprock Group
Idaho
$854K +$91.2K +1,362 +13%
FIM
636
Freedom Investment Management
Connecticut
$848K +$813K +12,152 New
QI
637
Qtron Investments
Massachusetts
$847K +$92.4K +1,380 +13%
ATPW
638
Ashton Thomas Private Wealth
Arizona
$846K +$171K +2,553 +27%
BFG
639
Bleakley Financial Group
New Jersey
$839K +$49.4K +738 +7%
SS
640
Simplicity Solutions
Minnesota
$839K +$48.7K +727 +6%
GWM
641
Geneos Wealth Management
Colorado
$837K +$33K +493 +4%
SG
642
StoneX Group
New York
$834K +$60.3K +901 +8%
MRCM
643
M&R Capital Management
New Jersey
$824K -$12.8K -192 -2%
KIC
644
Keating Investment Counselors
Florida
$821K -$106K -1,585 -12%
DA
645
Denali Advisors
California
$820K +$100K +1,500 +15%
PWP
646
Principle Wealth Partners
Connecticut
$819K -$10.3K -154 -1%
MWM
647
MorganRosel Wealth Management
Colorado
$817K -$105K -1,569 -12%
NHC
648
Nicholas Hoffman & Company
Georgia
$815K +$35.3K +528 +5%
BCP
649
Berkeley Capital Partners
Georgia
$803K – – –
RT
650
Rockland Trust
Massachusetts
$802K -$3.61K -54 -0.5%
24 25
26
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