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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
ET
651
Equitable Trust
Tennessee
$968K – – –
GWM
652
Geneos Wealth Management
Colorado
$966K – – –
BFA
653
Bragg Financial Advisors
North Carolina
$965K +$27.5K +335 +3%
PWLP
654
Prio Wealth Limited Partnership
Massachusetts
$962K – – –
OQS
655
Occudo Quantitative Strategies
Florida
$960K +$916K +11,178 New
SPC
656
Sigma Planning Corp
Michigan
$959K +$589K +7,189 +181%
VI
657
Vestcor Inc
New Brunswick, Canada
$954K -$118K -1,434 -11%
EWA
658
Exencial Wealth Advisors
Oklahoma
$946K -$112K -1,366 -11%
BFG
659
Bleakley Financial Group
New Jersey
$944K -$20.9K -255 -2%
SW
660
Simplicity Wealth
New Jersey
$943K +$901K +10,985 New
RT
661
Rockland Trust
Massachusetts
$938K -$27.9K -340 -3%
SAM
662
Silvercrest Asset Management
New York
$938K -$1.64K -20 -0.2%
CWS
663
Confluence Wealth Services
Pennsylvania
$938K +$8.12M +98,998 +978%
CWP
664
Concord Wealth Partners
Virginia
$922K +$114K +1,387 +15%
FHA
665
First Horizon Advisors
Tennessee
$922K -$185K -2,254 -17%
PP
666
Paloma Partners
Connecticut
$920K +$878K +10,711 New
SIM
667
Studio Investment Management
Illinois
$918K -$80.4K -981 -8%
ZIC
668
ZWJ Investment Counsel
Georgia
$912K – – –
EP
669
Eudaimonia Partners
Tennessee
$911K +$13.7K +167 +2%
CP
670
Coho Partners
Pennsylvania
$910K -$2.79K -34 -0.3%
AFG
671
Atomi Financial Group
New York
$905K +$60.1K +733 +7%
GWA
672
Gratus Wealth Advisors
Virginia
$905K – – –
PS
673
Principal Securities
Iowa
$902K -$17.1K -209 -2%
FPWM
674
FSB Premier Wealth Management
Iowa
$902K – – –
SAM
675
Smithbridge Asset Management
Pennsylvania
$898K -$49.2K -600 -5%
25 26
27
28 29