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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
726
Arete Wealth Advisors
Illinois
$750K +$733K +9,094 New
DI
727
Diligent Investors
California
$745K – – –
CAMV
728
Concord Asset Management (Virginia)
Virginia
$737K +$224K +2,784 +45%
IPW
729
Inlet Private Wealth
Florida
$734K – – –
DEA
730
DoubleLine ETF Adviser
Florida
$733K +$45K +559 +7%
SC
731
Savant Capital
Illinois
$731K +$23.7K +294 +3%
DIA
732
Dana Investment Advisors
Wisconsin
$730K – – –
P
733
&Partners
Tennessee
$730K +$707K +8,775 New
WCF
734
West Coast Financial
California
$730K -$1.61K -20 -0.2%
LCGC
735
Legacy Capital Group California
California
$729K +$128K +1,584 +22%
4WM
736
49 Wealth Management
Texas
$725K +$708K +8,786 New
BCM
737
Becker Capital Management
Oregon
$717K – – –
WAP
738
Wealthcare Advisory Partners
Pennsylvania
$716K +$1.45K +18 +0.2%
RPCONE
739
Retirement Planning Company of New England
Rhode Island
$715K -$4.03K -50 -0.6%
CM
740
Cornerstone Management
Georgia
$711K – – –
FWP
741
Firethorn Wealth Partners
Georgia
$709K +$3.38K +42 +0.5%
AWM
742
Abound Wealth Management
Tennessee
$699K +$18.5K +230 +3%
CIC
743
Cornercap Investment Counsel
Georgia
$699K – – –
ABC
744
Associated Banc-Corp
Wisconsin
$698K – – –
GGI
745
Godsey & Gibb Inc
Virginia
$690K – – –
ZIM
746
Zacks Investment Management
Illinois
$688K -$89.9K -1,116 -12%
FFM
747
Forum Financial Management
Illinois
$679K -$112K -1,391 -14%
P
748
Pitcairn
Pennsylvania
$678K -$15.6K -193 -2%
TPI
749
Trust Point Inc
Wisconsin
$678K +$662K +8,215 New
SRC
750
Shufro Rose & Co
New York
$677K – – –
28 29
30
31 32