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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
726
Ruggaard & Associates
Ohio
$565K – – –
DEA
727
DoubleLine ETF Adviser
Florida
$562K +$75.8K +1,132 +16%
EI
728
Ellevest Inc
New York
$561K +$91K +1,360 +20%
CSA
729
Cottage Street Advisors
Massachusetts
$559K -$13.4K -200 -2%
CTA
730
Chesley Taft & Associates
Illinois
$558K – – –
MMG
731
Monetary Management Group
Missouri
$558K – – –
RPC
732
Rossmore Private Capital
Connecticut
$558K – – –
TCM
733
Tran Capital Management
California
$558K – – –
BSA
734
Bull Street Advisors
Georgia
$556K -$6.69K -100 -1%
GM
735
GeoWealth Management
Illinois
$554K +$531K +7,939 New
HIA
736
Harbor Investment Advisory
Maryland
$554K -$535 -8 -0.1%
BPA
737
Beacon Pointe Advisors
California
$554K -$242K -3,616 -31%
BBHC
738
Brown Brothers Harriman & Co
New York
$553K -$26K -388 -5%
SHGA
739
Sand Hill Global Advisors
California
$549K -$14.3K -214 -3%
SSWM
740
Smith Salley Wealth Management
North Carolina
$548K +$24.3K +363 +5%
PA
741
Parallel Advisors
California
$546K -$63.7K -952 -11%
WWP
742
WR Wealth Planners
Missouri
$541K +$21.1K +316 +4%
WP
743
WMS Partners
Maryland
$540K +$535 +8 +0.1%
GA
744
Geller Advisors
New York
$540K +$171K +2,560 +49%
P
745
Pitcairn
Pennsylvania
$537K -$5.62K -84 -1%
IIM
746
Ipswich Investment Management
Massachusetts
$535K – – –
JIC
747
Johnson Investment Counsel
Ohio
$535K +$513K +7,658 New
HR
748
Howe & Rusling
New York
$532K – – –
SYBT
749
Stock Yards Bank & Trust
Kentucky
$530K -$24.6K -368 -5%
IAMOG
750
Investors Asset Management of Georgia
Georgia
$529K – – –
28 29
30
31 32