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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
801
Phillips Wealth Planners
Mississippi
$744K – – –
SWP
802
Sagespring Wealth Partners
Tennessee
$743K -$35.6K -321 -5%
GC
803
Grimes & Company
Massachusetts
$743K +$3.33K +30 +0.4%
ATPW
804
Ashton Thomas Private Wealth
Arizona
$741K +$37.1K +335 +5%
TCBWMS
805
Texas Capital Bank Wealth Management Services
Texas
$740K +$4.43K +40 +0.6%
EW
806
Evoke Wealth
California
$739K -$319K -2,882 -30%
TBT
807
Texas Bank & Trust
Texas
$736K -$103K -927 -12%
RSWM
808
Robertson Stephens Wealth Management
California
$733K -$2.88K -26 -0.4%
FMI
809
Frec Markets Inc
California
$726K +$428K +3,862 +140%
PFS
810
Physicians Financial Services
North Carolina
$723K – – –
SAM
811
Secure Asset Management
Michigan
$723K +$527K +4,753 +259%
BSA
812
Bull Street Advisors
Georgia
$717K – – –
NFS
813
NewCorp Financial Services
Georgia
$716K +$665 +6 +0.1%
PAMG
814
Patton Albertson Miller Group
Tennessee
$715K -$14.7K -133 -2%
WBWA
815
William B. Walkup & Associates
South Carolina
$714K -$5.99K -54 -0.8%
HIA
816
Harbor Investment Advisory
Maryland
$704K – – –
AWE
817
Avidian Wealth Enterprises
Texas
$703K +$665 +6 +0.1%
EWA
818
Etesian Wealth Advisors
Oregon
$703K -$27.2K -245 -4%
BCA
819
Bay Colony Advisors
Massachusetts
$699K +$6.76K +61 +1%
PB
820
Pinnacle Bancorp
Nebraska
$696K – – –
SIA
821
Strategic Investment Advisors
Michigan
$695K +$702K +6,333 New
SRC
822
Shufro Rose & Co
New York
$693K – – –
PAW
823
Plan A Wealth
Nebraska
$693K +$554 +5 +0.1%
CBT
824
Crews Bank & Trust
Florida
$692K – – –
IAMOG
825
Investors Asset Management of Georgia
Georgia
$689K -$22.1K -199 -3%
31 32
33
34 35