We are live on ! Find out more
AFL icon

Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
726
WR Wealth Planners
Missouri
$623K +$27.8K +375 +5%
RA
727
Ruggaard & Associates
Ohio
$622K – – –
BIAS
728
Beacon Investment Advisory Services
New Jersey
$620K +$61.1K +823 +11%
HBT
729
Hills Bank & Trust
Iowa
$620K -$24.9K -336 -4%
EAM
730
Empirical Asset Management
Massachusetts
$618K +$597K +8,046 New
IWA
731
IBEX Wealth Advisors
New Jersey
$616K +$595K +8,020 New
CSA
732
Cottage Street Advisors
Massachusetts
$614K – – –
MMG
733
Monetary Management Group
Missouri
$614K – – –
RPC
734
Rossmore Private Capital
Connecticut
$614K – – –
TCM
735
Tran Capital Management
California
$614K – – –
HIA
736
Harbor Investment Advisory
Maryland
$605K -$4.01K -54 -0.7%
SHGA
737
Sand Hill Global Advisors
California
$604K – – –
BSA
738
Bull Street Advisors
Georgia
$600K -$11.1K -150 -2%
PA
739
Parallel Advisors
California
$597K -$3.19K -43 -0.5%
FMAEN1
740
Fund Management at Engine No 1
California
$593K +$42.6K +574 +8%
WP
741
WMS Partners
Maryland
$588K -$5.72K -77 -1%
IIM
742
Ipswich Investment Management
Massachusetts
$588K – – –
SW
743
SlateStone Wealth
Florida
$586K +$151K +2,035 +36%
HI
744
Horizon Investments
North Carolina
$586K +$13.8K +186 +2%
HR
745
Howe & Rusling
New York
$585K -$223 -3 -0%
ECP
746
Epacria Capital Partners
Colorado
$576K – – –
IAMOG
747
Investors Asset Management of Georgia
Georgia
$574K -$817 -11 -0.1%
VA
748
Vident Advisory
Georgia
$572K +$554K +7,459 New
SWM
749
SeaCrest Wealth Management
New York
$571K -$1.34K -18 -0.2%
CWP
750
Concord Wealth Partners
Virginia
$568K +$483K +6,509 +725%
28 29
30
31 32