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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
776
First Foundation Advisors
California
$214K +$207K +5,518 New
PMG
777
ProVise Management Group
Florida
$214K +$207K +5,520 New
HIS
778
Horizon Investment Services
Indiana
$212K -$41.9K -1,114 -17%
NFG
779
Nations Financial Group
Iowa
$212K +$205K +5,456 New
BFIM
780
Beese Fulmer Investment Management
Ohio
$212K +$205K +5,458 New
SMC
781
Smith, Moore & Co
Missouri
$208K +$201K +5,352 New
SCM
782
SOL Capital Management
Maryland
$206K +$199K +5,300 New
CCP
783
Corient Capital Partners
California
$205K -$21.2K -564 -10%
ZCA
784
Zeke Capital Advisors
Pennsylvania
$204K -$53K -1,410 -21%
FMLI
785
Fukoku Mutual Life Insurance
Japan
$202K – – –
PPSG
786
Princeton Portfolio Strategies Group
New Jersey
$200K +$194K +5,160 New
SC
787
SRB Corp
Massachusetts
$195K – – –
CLOS
788
Compagnie Lombard Odier SCmA
Switzerland
$189K -$308K -8,200 -63%
EDRH
789
Edmond de Rothschild Holding
Switzerland
$187K -$46.1K -1,228 -20%
BG
790
Bollard Group
Massachusetts
$182K +$1.05K +28 +0.6%
FC
791
Ferris Capital
Massachusetts
$179K +$173K +4,606 New
FWM
792
Focused Wealth Management
New York
$175K – – –
NSB
793
Norway Savings Bank
Maine
$169K – – –
SIA
794
Sit Investment Associates
Minnesota
$166K +$2.78K +74 +2%
CRC
795
Curi RMB Capital
Illinois
$166K +$58.7K +1,562 +58%
QCG
796
Quadrant Capital Group
Ohio
$155K -$18.2K -484 -10%
HA
797
Harfst & Associates
Wyoming
$154K +$16.1K +428 +12%
NFG
798
Next Financial Group
Texas
$153K – – –
CAM
799
ClariVest Asset Management
California
$150K +$145K +3,850 New
FIM
800
Foresters Investment Management
New York
$150K +$145K +3,854 New
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