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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
PWW
751
Pettyjohn Wood & White
Virginia
$878K +$24.3K +219 +3%
RPC
752
Rossmore Private Capital
Connecticut
$878K – – –
TCM
753
Tran Capital Management
California
$878K – – –
RTC
754
Real Talk Capital
Tennessee
$877K -$4.77K -43 -0.5%
SC
755
SouthState Corp
Florida
$875K -$8.31K -75 -0.9%
RF
756
Roxbury Financial
New Jersey
$874K -$3.21K -29 -0.4%
RA
757
Ruggaard & Associates
Ohio
$872K – – –
HR
758
Howe & Rusling
New York
$863K -$13.3K -120 -2%
ABC
759
Associated Banc-Corp
Wisconsin
$862K – – –
AG
760
AlTi Global
New York
$855K +$444K +4,006 +106%
TG
761
TCW Group
California
$855K +$41.7K +376 +5%
SHGA
762
Sand Hill Global Advisors
California
$853K +$38.2K +345 +5%
HA
763
Harfst & Associates
Wyoming
$849K -$981K -8,852 -53%
SIM
764
Studio Investment Management
Illinois
$847K +$18.3K +165 +2%
RPCONE
765
Retirement Planning Company of New England
Rhode Island
$844K +$24.1K +217 +3%
AWA
766
Adapt Wealth Advisors
Georgia
$843K +$3.66K +33 +0.4%
RC
767
Rexford Capital
Texas
$839K +$5.54K +50 +0.7%
I
768
INVST
Indiana
$838K +$846K +7,635 New
EPW
769
Evolve Private Wealth
California
$834K -$18.1K -163 -2%
FPH
770
Financial Planning Hawaii
Hawaii
$833K -$4.43K -40 -0.5%
CCA
771
Checchi Capital Advisers
California
$832K +$80.1K +723 +11%
TE
772
Tema ETFs
New York
$831K +$3.88K +35 +0.5%
AA
773
Armis Advisers
Georgia
$829K +$2.77K +25 +0.3%
BB
774
Busey Bank
Illinois
$828K -$111 -1 -0%
PFGIA
775
Patriot Financial Group Insurance Agency
Massachusetts
$828K +$474K +4,275 +131%
29 30
31
32 33