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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
726
SVB Wealth
Massachusetts
$751K -$198K -2,414 -22%
BCM
727
Becker Capital Management
Oregon
$747K – – –
GI
728
Gradient Investments
Minnesota
$744K -$363K -4,425 -34%
FWP
729
Firethorn Wealth Partners
Georgia
$743K +$4.26K +52 +0.6%
CM
730
Cornerstone Management
Georgia
$740K – – –
P
731
Pitcairn
Pennsylvania
$739K +$31.5K +384 +5%
4WM
732
49 Wealth Management
Texas
$734K -$13.5K -165 -2%
EIP
733
Epoch Investment Partners
New York
$732K -$135K -1,651 -16%
GGI
734
Godsey & Gibb Inc
Virginia
$719K – – –
BB
735
Burford Brothers
Texas
$713K +$144K +1,753 +27%
CIC
736
Cornercap Investment Counsel
Georgia
$712K -$14.8K -180 -2%
FFM
737
Forum Financial Management
Illinois
$707K -$328 -4 -0%
ZIM
738
Zacks Investment Management
Illinois
$705K -$10.6K -129 -2%
EI
739
Ellevest Inc
New York
$701K +$29.8K +364 +5%
BIAS
740
Beacon Investment Advisory Services
New Jersey
$696K – – –
CAMG
741
CWA Asset Management Group
Florida
$692K +$94.5K +1,153 +17%
RA
742
Ruggaard & Associates
Ohio
$690K – – –
HBT
743
Hills Bank & Trust
Iowa
$689K -$4.26K -52 -0.6%
CSA
744
Cottage Street Advisors
Massachusetts
$687K – – –
RPC
745
Rossmore Private Capital
Connecticut
$687K – – –
TCM
746
Tran Capital Management
California
$687K – – –
BC
747
Belmont Capital
California
$687K +$656K +8,000 New
MWA
748
Monograph Wealth Advisors
California
$687K +$656K +8,000 New
BIG
749
Bush Investment Group
Georgia
$683K +$4.1K +50 +0.6%
WP
750
WMS Partners
Maryland
$680K +$7.21K +88 +1%
28 29
30
31 32