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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
801
Willow Creek Wealth Management
California
$366K – – –
LWP
802
Lumature Wealth Partners
Georgia
$366K +$11.5K +195 +3%
SFG
803
Steward Financial Group
Texas
$364K +$367K +6,229 +2,377%
DWM
804
Dakota Wealth Management
Florida
$363K -$9.36K -159 -2%
ACA
805
Aptus Capital Advisors
Alabama
$363K +$48.9K +831 +15%
IWN
806
Independent Wealth Network
Iowa
$361K +$14.4K +245 +4%
GC
807
Grimes & Company
Massachusetts
$360K +$118 +2 +0%
O
808
Ossiam
France
$359K -$348K -5,910 -48%
HWMG
809
Hurlow Wealth Management Group
Indiana
$358K -$8.24K -140 -2%
SWA
810
Sutton Wealth Advisors
Florida
$355K -$118 -2 -0%
AT
811
American Trust
Kentucky
$355K -$8.3K -141 -2%
JCM
812
J2 Capital Management
Michigan
$355K +$107K +1,822 +41%
PWW
813
Pettyjohn Wood & White
Virginia
$354K – – –
ACP
814
Aveo Capital Partners
Colorado
$354K +$370K +6,293 New
WA
815
WBH Advisory
Maryland
$352K -$20.6K -350 -5%
VCA
816
Verdence Capital Advisors
Maryland
$351K -$1.18K -20 -0.3%
SIA
817
SeaBridge Investment Advisors
New Jersey
$351K – – –
NB
818
Northwest Bancshares
Pennsylvania
$350K -$10.4K -177 -3%
PA
819
Profund Advisors
Maryland
$349K -$6.88K -117 -2%
GDP
820
Great Diamond Partners
Maine
$349K -$1.94K -33 -0.5%
CRI
821
Colonial River Investments
Virginia
$349K +$1.35K +23 +0.4%
SAM
822
Strategy Asset Managers
California
$349K +$366K +6,214 New
CSI
823
Cross Staff Investments
New York
$348K – – –
MAA
824
Matrix Asset Advisors
New York
$348K – – –
KA
825
Kovack Advisors
Florida
$347K +$16.8K +285 +5%
31 32
33
34 35