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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
GSC
726
Ground Swell Capital
South Carolina
$45K +$46.6K +1,530 New
HRIA
727
Haberer Registered Investment Advisor
Ohio
$44K – – –
EFSCE
728
Enterprise Financial Services Corp (EFSC)
Missouri
$42K -$1.52K -50 -3%
RAM
729
Riggs Asset Management
Pennsylvania
$41K +$43.2K +1,420 New
CFG
730
CKW Financial Group
Hawaii
$35K – – –
NIM
731
NuWave Investment Management
New Jersey
$31K -$73.1K -2,402 -69%
ST
732
Smithfield Trust
Pennsylvania
$29K -$6.09K -200 -17%
CAW
733
Cornerstone Advisors (Washington)
Washington
$27K -$670 -22 -2%
FWM
734
Focused Wealth Management
New York
$27K – – –
W
735
Wealthfront
California
$25K -$53.1K -1,746 -67%
BRWM
736
B. Riley Wealth Management
Tennessee
$23K – – –
CFS
737
Community Financial System
New York
$21K +$16.7K +550 +348%
BPBT
738
Boston Private Bank & Trust
Massachusetts
$20K -$1.52K -50 -7%
HDIM
739
Hanson & Doremus Investment Management
Vermont
$20K – – –
FA
740
Financial Advantage
Maryland
$19K – – –
CAL
741
Capital Analysts LLC
Pennsylvania
$18.1K -$40.8K -1,340 -68%
ZTNA
742
Zions Trust National Association
Utah
$17K -$6.09K -200 -25%
BC
743
Bartlett & Co
Ohio
$17K – – –
RWM
744
Raffa Wealth Management
District of Columbia
$15.2K +$6.76K +222 +74%
MWP
745
MYCIO Wealth Partners
Pennsylvania
$15K – – –
GAM
746
Gemmer Asset Management
California
$13K – – –
WAS
747
Winch Advisory Services
Wisconsin
$12K +$12.2K +402 New
PFO
748
Pathstone Family Office
New Jersey
$12K +$12.5K +410 New
TFA
749
Transamerica Financial Advisors
Florida
$11K – – –
FAM
750
Fred Alger Management
New York
$9K -$4.69K -154 -34%
28 29
30
31 32