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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
CSI
826
Cross Staff Investments
New York
$727K – – –
EWA
827
Etesian Wealth Advisors
Oregon
$725K -$25.8K -224 -3%
SFS
828
Sowell Financial Services
Arkansas
$722K +$38K +330 +6%
HTC
829
Haverford Trust Company
Pennsylvania
$721K – – –
RSWM
830
Robertson Stephens Wealth Management
California
$721K -$61.4K -533 -8%
PB
831
Pinnacle Bancorp
Nebraska
$720K -$23K -200 -3%
HIP
832
HUB Investment Partners
Texas
$718K +$267K +2,319 +61%
IA
833
Inspire Advisors
Idaho
$716K +$31.3K +272 +5%
OWP
834
ORG Wealth Partners
Texas
$716K +$8.86K +77 +1%
ABWM
835
Alpine Bank Wealth Management
Colorado
$715K -$115 -1 -0%
AI
836
Atria Investments
North Carolina
$712K -$441K -3,833 -39%
BPFA
837
Barnes Pettey Financial Advisors
Mississippi
$711K – – –
SBFM
838
S-Bank Fund Management
Finland
$710K -$680K -5,911 -49%
NSB
839
Norway Savings Bank
Maine
$709K – – –
DWM
840
Dakota Wealth Management
Florida
$709K -$15.9K -138 -2%
BFIM
841
Beese Fulmer Investment Management
Ohio
$707K +$108K +941 +18%
CFB
842
Cullen/Frost Bankers
Texas
$704K +$2.65K +23 +0.4%
GSCM
843
Greenfield Seitz Capital Management
Texas
$704K – – –
HAM
844
Harmony Asset Management
Arizona
$700K – – –
RMC
845
Resources Management Corp
Connecticut
$699K – – –
SAM
846
Smartleaf Asset Management
Massachusetts
$699K – – –
TW
847
ticino wealth
California
$694K +$11.3K +98 +2%
JPWM
848
Jamison Private Wealth Management
Georgia
$692K +$460 +4 +0.1%
AA
849
Advisory Alpha
Michigan
$687K +$674K +5,856 New
BWM
850
Biltmore Wealth Management
Arizona
$687K – – –
32 33
34
35 36