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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
801
SevenBridge Financial Group
Pennsylvania
$300K – – –
CC
802
Claybrook Capital
Massachusetts
$300K +$305K +5,594 New
BS
803
Boenning & Scattergood
Pennsylvania
$299K +$22.1K +405 +8%
CG
804
Caprock Group
Idaho
$298K +$3.6K +66 +1%
LIA
805
LS Investment Advisors
Michigan
$296K -$5.65M -103,551 -95%
TI
806
Tidal Investments
Wisconsin
$295K +$300K +5,506 New
WDC
807
Woodward Diversified Capital
California
$294K -$4.58K -84 -2%
SC
808
Scotia Capital
Ontario, Canada
$294K +$13.3K +243 +5%
BFA
809
Beaumont Financial Advisors
Massachusetts
$292K – – –
FCFC
810
First Citizens Financial Corp
Iowa
$292K – – –
PB
811
Pinnacle Bancorp
Nebraska
$292K – – –
QCG
812
Quadrant Capital Group
Ohio
$292K +$10.9K +199 +4%
SW
813
SlateStone Wealth
Florida
$290K – – –
PP
814
Patten & Patten
Tennessee
$287K – – –
MIC
815
Means Investment Company
Maine
$286K +$164 +3 +0.1%
BWM
816
Biltmore Wealth Management
Arizona
$285K – – –
MMA
817
Miracle Mile Advisors
California
$285K – – –
GDP
818
Great Diamond Partners
Maine
$281K -$2.13K -39 -0.7%
NIM
819
NuWave Investment Management
New Jersey
$281K +$286K +5,243 New
SWM
820
Spire Wealth Management
Virginia
$280K -$19.5K -357 -6%
SB
821
Sunflower Bank
Texas
$279K +$16.5K +302 +6%
KA
822
Kovack Advisors
Florida
$278K +$282K +5,176 New
BRWA
823
B. Riley Wealth Advisors
Florida
$277K -$101K -1,844 -26%
CSPIA
824
Cary Street Partners Investment Advisory
Virginia
$277K +$3.82K +70 +1%
CCM
825
Covington Capital Management
California
$276K -$1.53K -28 -0.5%
31 32
33
34 35