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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
751
WMS Partners
Maryland
$424K +$59 +1 +0%
PA
752
Parallel Advisors
California
$422K -$27.2K -460 -6%
AW
753
ACG Wealth
Georgia
$422K – – –
SSWM
754
Smith Salley Wealth Management
North Carolina
$422K – – –
HR
755
Howe & Rusling
New York
$421K +$413K +6,994 +1,135%
HIA
756
Harbor Investment Advisory
Maryland
$418K -$3.66K -62 -0.8%
EH
757
Equitable Holdings
New York
$418K +$118 +2 +0%
SW
758
SkyOak Wealth
Michigan
$415K -$7.97K -135 -2%
RMC
759
Resources Management Corp
Connecticut
$414K -$1.48K -25 -0.3%
LIM
760
Longfellow Investment Management
Massachusetts
$412K – – –
PK
761
Pflug Koory
Nebraska
$412K +$25.7K +435 +6%
LOAMS
762
Lombard Odier Asset Management (Switzerland)
Switzerland
$407K +$434K +7,354 New
BIAS
763
Beacon Investment Advisory Services
New Jersey
$406K -$1K -17 -0.2%
BPA
764
Beacon Pointe Advisors
California
$403K -$149K -2,529 -26%
BCM
765
Bienville Capital Management
New York
$402K – – –
SBIA
766
Sheaff Brock Investment Advisors
Indiana
$395K -$11.8K -200 -3%
CG
767
Caprock Group
Idaho
$395K -$7.5K -127 -2%
EWM
768
Empirical Wealth Management
Washington
$393K -$292K -4,939 -41%
PFS
769
Physicians Financial Services
North Carolina
$392K +$4.25K +72 +1%
CCA
770
Checchi Capital Advisers
California
$390K +$54.5K +923 +16%
EGM
771
Engineers Gate Manager
New York
$390K +$416K +7,054 New
FAN
772
Financial Advisors Network
California
$389K +$6.32K +107 +2%
CGL
773
Clarius Group LLC
Washington
$389K +$14.2K +240 +4%
BCA
774
Bay Colony Advisors
Massachusetts
$388K +$117K +1,974 +41%
LWCFA
775
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$387K -$10.2K -173 -2%
29 30
31
32 33