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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
751
Commonwealth Financial Services
West Virginia
$14K +$13.2K +446 New
MSFP
752
Mark Sheptoff Financial Planning
Connecticut
$12K -$100K -3,400 -89%
RA
753
Rational Advisors
New York
$12K +$11.8K +400 New
TFA
754
Transamerica Financial Advisors
Florida
$11K – – –
FAM
755
Fred Alger Management
New York
$9K – – –
JAM
756
JCIC Asset Management
Ontario, Canada
$9K – – –
PCTC
757
Perkins Coie Trust Company
Washington
$9K – – –
TWA
758
TCI Wealth Advisors
Arizona
$9K – – –
TFO
759
Tarbox Family Office
California
$9K +$1.54K +52 +22%
WA
760
WealthTrust-Arizona
Arizona
$8K – – –
JWA
761
JFS Wealth Advisors
Pennsylvania
$8K +$7.68K +260 New
WF
762
WealthTrust Fairport
Ohio
$8K +$7.97K +270 New
SFPIA
763
Stevens First Principles Investment Advisors
California
$7K – – –
VIA
764
Vantage Investment Advisors
Pennsylvania
$7K – – –
KT
765
Kanaly Trust
Texas
$7K +$1.59K +54 +30%
CFA
766
Carroll Financial Associates
North Carolina
$6K – – –
CFSG
767
Community Financial Services Group
Vermont
$6K +$5.91K +200 New
KA
768
Klingman & Associates
New York
$6K +$5.91K +200 New
UFA
769
US Financial Advisors
Massachusetts
$6K +$5.91K +200 New
HFM
770
Hartford Financial Management
Connecticut
$5K – – –
PWM
771
ParenteBeard Wealth Management
Pennsylvania
$4.11K -$247K -8,352 -94%
AWM
772
Avior Wealth Management
Nebraska
$4K – – –
PSC
773
Prentiss Smith & Co
Vermont
$4K +$3.66K +124 New
FAM
774
Formidable Asset Management
Ohio
$3K – – –
ECM
775
Exchange Capital Management
Michigan
$2K +$1.65K +56 New
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