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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
776
Keel Point
Alabama
$835K +$7.37K +64 +0.9%
AFG
777
Allegheny Financial Group
Pennsylvania
$834K -$1.24M -10,804 -60%
NHT
778
New Hampshire Trust
New Hampshire
$830K +$5.07K +44 +0.6%
MMG
779
Monetary Management Group
Missouri
$827K – – –
EWM
780
Echo Wealth Management
Minnesota
$824K – – –
EB
781
Eastern Bank
Massachusetts
$823K – – –
PIM
782
Plato Investment Management
Australia
$822K – – –
FWM
783
ForthRight Wealth Management
Georgia
$819K – – –
CA
784
CoreCap Advisors
Michigan
$818K +$150K +1,302 +23%
CPWA
785
Cerro Pacific Wealth Advisors
California
$815K -$921 -8 -0.1%
PCA
786
Prosperity Capital Advisors
Ohio
$812K +$1.73K +15 +0.2%
ATPW
787
Ashton Thomas Private Wealth
Arizona
$806K +$13.9K +121 +2%
LOAMS
788
Lombard Odier Asset Management (Switzerland)
Switzerland
$801K – – –
TCBWMS
789
Texas Capital Bank Wealth Management Services
Texas
$801K +$9.79K +85 +1%
DAC
790
Dividend Assets Capital
South Carolina
$800K – – –
BHCM
791
Brevan Howard Capital Management
Jersey
$796K +$77.6K +674 +11%
EP
792
Edgestream Partners
New Jersey
$790K +$473K +4,112 +157%
MC
793
Moors & Cabot
Massachusetts
$787K -$15.1K -131 -2%
SAM
794
Secure Asset Management
Michigan
$785K +$12.8K +111 +2%
PWP
795
Phillips Wealth Planners
Mississippi
$782K – – –
FPH
796
Financial Planning Hawaii
Hawaii
$782K -$106K -925 -12%
PTC
797
Private Trust Company
Ohio
$778K -$34.7K -301 -4%
PFS
798
Physicians Financial Services
North Carolina
$772K – – –
WG
799
Wealth Group
North Carolina
$772K +$758K +6,586 New
HFS
800
Hantz Financial Services
Michigan
$769K +$79.8K +693 +12%
30 31
32
33 34