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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
801
Horan Capital Advisors
Ohio
$486K – – –
PTC
802
Private Trust Company
Ohio
$486K -$34.9K -522 -7%
FMC
803
First Merchants Corp
Indiana
$485K -$20.1K -300 -4%
AWA
804
Acorn Wealth Advisors
Michigan
$483K +$1.14K +17 +0.3%
QCG
805
Quadrant Capital Group
Ohio
$482K +$5.49K +82 +1%
TAM
806
Trust Asset Management
Texas
$481K – – –
IAIM
807
International Assets Investment Management
Florida
$480K +$78.9K +1,178 +21%
KIA
808
KCM Investment Advisors
California
$477K +$50.4K +753 +13%
CGL
809
Clarius Group LLC
Washington
$476K +$736 +11 +0.2%
SFA
810
Souders Financial Advisors
Ohio
$473K +$3.62K +54 +0.8%
WCWM
811
Willow Creek Wealth Management
California
$473K +$4.95K +74 +1%
BG
812
Benedetti & Gucer
Georgia
$472K +$171K +2,560 +64%
CWM
813
Chesapeake Wealth Management
Virginia
$471K -$6.7K -100 -2%
CAM
814
Carret Asset Management
New York
$469K -$6.7K -100 -2%
SFG
815
Steward Financial Group
Texas
$469K +$1.94K +29 +0.4%
BJL
816
Brighton Jones LLC
Washington
$468K +$436K +6,512 New
IWN
817
Independent Wealth Network
Iowa
$467K +$4.42K +66 +1%
JCM
818
J2 Capital Management
Michigan
$466K +$10.8K +161 +3%
DWM
819
Dakota Wealth Management
Florida
$464K – – –
GC
820
Grimes & Company
Massachusetts
$461K +$335 +5 +0.1%
LFG
821
Larson Financial Group
Missouri
$461K -$12.1K -180 -3%
MWM
822
Mattern Wealth Management
Kansas
$459K +$13.9K +208 +3%
LWP
823
Lumature Wealth Partners
Georgia
$458K -$9.91K -148 -2%
PWM
824
Perigon Wealth Management
California
$456K +$424K +6,337 New
PNC
825
Park National Corp
Ohio
$455K -$53.6K -800 -11%
31 32
33
34 35