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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
801
Wedmont Private Capital
Pennsylvania
$783K +$35.6K +350 +5%
EWM
802
Echo Wealth Management
Minnesota
$781K +$714K +7,029 New
CCA
803
Checchi Capital Advisers
California
$779K -$7.93K -78 -1%
IAS
804
Insigneo Advisory Services
Florida
$778K -$6.1K -60 -0.9%
CF
805
Convergence Financial
Missouri
$778K -$191K -1,884 -21%
JIP
806
Jaffetilchin Investment Partners
Florida
$777K -$22.9K -225 -3%
FF
807
Friedenthal Financial
New Jersey
$776K +$706K +6,942 New
MSAM
808
Moloney Securities Asset Management
Missouri
$775K – – –
TPCW
809
TD Private Client Wealth
New York
$773K +$6.4K +63 +0.9%
SFC
810
Strategic Financial Concepts
Texas
$767K -$67.2M -660,844 -99%
RSWM
811
Robertson Stephens Wealth Management
California
$766K -$7.62K -75 -1%
CFAM
812
Center For Asset Management
Florida
$765K +$7.93K +78 +1%
CFB
813
Cullen/Frost Bankers
Texas
$762K +$3.15K +31 +0.5%
BFM
814
Boston Financial Management
Massachusetts
$760K – – –
HGERS
815
Householder Group Estate & Retirement Specialist
Arizona
$757K -$15.4K -152 -2%
HCA
816
Horan Capital Advisors
Ohio
$755K – – –
BMCM
817
Burns Matteson Capital Management
New York
$750K +$369K +3,627 +118%
AWE
818
Avidian Wealth Enterprises
Texas
$743K +$26.8K +264 +4%
JWCA
819
J.W. Coons Advisors
Ohio
$742K +$54.5K +536 +9%
PCS
820
Private Client Services
Kentucky
$742K +$2.03K +20 +0.3%
WCWM
821
Willow Creek Wealth Management
California
$741K +$4.78K +47 +0.7%
CAI
822
Capital Advisors Inc
Oklahoma
$738K +$671K +6,604 New
PWP
823
Phillips Wealth Planners
Mississippi
$738K -$9.04K -89 -1%
EW
824
Evoke Wealth
California
$737K +$670K +6,595 New
RWP
825
RWA Wealth Partners
Massachusetts
$736K -$6.71K -66 -1%
31 32
33
34 35