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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
726
Holistic Planning
Texas
$984K +$4.49K +39 +0.5%
TE
727
Tema ETFs
New York
$973K +$83.5K +725 +10%
TL
728
Tradewinds LLC
North Carolina
$971K -$20.3K -176 -3%
GS
729
GWN Securities
Florida
$967K -$9.9K -86 -1%
KCAM
730
Kagan Cocozza Asset Management
New Jersey
$965K -$3.91K -34 -0.4%
HBT
731
Hills Bank & Trust
Iowa
$956K -$11.3K -98 -1%
NHC
732
Nicholas Hoffman & Company
Georgia
$953K +$345 +3 +0%
RTC
733
Real Talk Capital
Tennessee
$950K +$12.8K +111 +1%
JWM
734
Jacksonville Wealth Management
Florida
$949K – – –
WB
735
WesBanco Bank
West Virginia
$949K – – –
NFC
736
Northstar Financial Companies
Pennsylvania
$948K -$70.9K -616 -7%
IFG
737
Independent Financial Group
California
$946K +$120K +1,043 +15%
PWW
738
Pettyjohn Wood & White
Virginia
$939K – – –
RPC
739
Rossmore Private Capital
Connecticut
$938K – – –
TCM
740
Tran Capital Management
California
$938K – – –
RF
741
Roxbury Financial
New Jersey
$936K +$2.76K +24 +0.3%
LIM
742
Loudon Investment Management
New Hampshire
$935K -$95K -825 -9%
HR
743
Howe & Rusling
New York
$935K +$12.1K +105 +1%
RA
744
Ruggaard & Associates
Ohio
$932K – – –
MWM
745
Mattern Wealth Management
Kansas
$931K -$53.4K -464 -6%
MPWT
746
MassMutual Private Wealth & Trust
Connecticut
$929K -$67.8K -589 -7%
WT
747
Washington Trust
Rhode Island
$924K -$45.8K -398 -5%
DWM
748
Diversify Wealth Management
Utah
$920K +$243K +2,111 +41%
DAS
749
Diversify Advisory Services
Utah
$920K +$837K +7,268 New
FH
750
Financial Harvest
Florida
$920K -$30.4K -264 -3%
28 29
30
31 32