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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
801
Kingswood Wealth Advisors
California
$584K +$345K +4,205 +162%
BFM
802
Boston Financial Management
Massachusetts
$584K +$61.5K +750 +12%
CT
803
Colonial Trust
South Carolina
$582K -$7.3K -89 -1%
HCA
804
Horan Capital Advisors
Ohio
$580K – – –
CFB
805
Cullen/Frost Bankers
Texas
$579K – – –
AWA
806
Acorn Wealth Advisors
Michigan
$577K +$492 +6 +0.1%
PFS
807
Physicians Financial Services
North Carolina
$574K -$8.2K -100 -1%
PCS
808
Private Client Services
Kentucky
$573K +$58.9K +718 +12%
GA
809
Geller Advisors
New York
$572K +$5.41K +66 +1%
LNC
810
Lincoln National Corp
Pennsylvania
$570K -$8.44K -103 -2%
TPCW
811
TD Private Client Wealth
New York
$568K -$12.1K -147 -2%
RMC
812
Resources Management Corp
Connecticut
$566K -$4.92K -60 -0.9%
WCF
813
West Coast Financial
California
$566K -$185K -2,251 -25%
AWE
814
Avidian Wealth Enterprises
Texas
$566K +$18.1K +221 +3%
CFAM
815
Center For Asset Management
Florida
$566K -$738 -9 -0.1%
WCWM
816
Willow Creek Wealth Management
California
$565K +$82 +1 +0%
SMC
817
Smith, Moore & Co
Missouri
$562K -$24.2K -295 -4%
HIM
818
Hanlon Investment Management
New Jersey
$562K +$88.1K +1,075 +20%
IAS
819
Insigneo Advisory Services
Florida
$559K +$61.6K +751 +13%
TAM
820
Trust Asset Management
Texas
$558K – – –
GC
821
Grimes & Company
Massachusetts
$557K +$2.13K +26 +0.4%
HI
822
Harbour Investments
Wisconsin
$552K -$3.85K -47 -0.7%
BRWA
823
B. Riley Wealth Advisors
Florida
$550K +$74.9K +914 +15%
IFG
824
Independent Financial Group
California
$549K -$65.8K -803 -11%
JPWM
825
Jamison Private Wealth Management
Georgia
$549K -$26.6K -324 -5%
31 32
33
34 35