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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
776
Hills Bank & Trust
Iowa
$916K – – –
TBT
777
Texas Bank & Trust
Texas
$915K -$140K -1,322 -14%
RF
778
Roxbury Financial
New Jersey
$906K -$4.46K -42 -0.5%
WOC
779
West Oak Capital
California
$906K -$113K -1,065 -12%
EI
780
Ellevest Inc
New York
$904K +$60.6K +571 +8%
BIG
781
Bush Investment Group
Georgia
$903K +$4.56K +43 +0.5%
JWM
782
Jacksonville Wealth Management
Florida
$900K – – –
DIA
783
Dean Investment Associates
Ohio
$900K -$32.4K -305 -4%
PWAM
784
Pinnacle West Asset Management
Wyoming
$892K -$20.2K -190 -2%
CSA
785
Cottage Street Advisors
Massachusetts
$890K – – –
RPC
786
Rossmore Private Capital
Connecticut
$890K +$212 +2 +0%
TCM
787
Tran Capital Management
California
$890K – – –
RA
788
Ruggaard & Associates
Ohio
$884K – – –
FIA
789
Foundations Investment Advisors
Arizona
$876K +$200K +1,885 +31%
RAM
790
Redmond Asset Management
Virginia
$870K – – –
SRC
791
Shufro Rose & Co
New York
$869K – – –
RPCONE
792
Retirement Planning Company of New England
Rhode Island
$866K +$14.2K +134 +2%
SFS
793
Sowell Financial Services
Arkansas
$865K +$825K +7,779 New
FCM
794
Fieldview Capital Management
Michigan
$858K +$819K +7,718 New
ABC
795
Associated Banc-Corp
Wisconsin
$857K +$9.55K +90 +1%
RTC
796
Real Talk Capital
Tennessee
$856K -$37.4K -353 -4%
CAMG
797
CWA Asset Management Group
Florida
$855K +$54.1K +510 +7%
HR
798
Howe & Rusling
New York
$853K +$8.48K +80 +1%
OWP
799
ORG Wealth Partners
Texas
$853K +$8.17K +77 +1%
PWW
800
Pettyjohn Wood & White
Virginia
$843K -$212 -2 -0%
30 31
32
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