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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
826
Total Clarity Wealth Management
Illinois
$264K – – –
CSPIA
827
Cary Street Partners Investment Advisory
Virginia
$260K -$57.2K -1,193 -19%
SCM
828
Stevens Capital Management
Pennsylvania
$260K +$243K +5,075 New
IRC
829
Investors Research Corp
Georgia
$259K -$18.2K -380 -7%
PM
830
Penbrook Management
New York
$258K – – –
WAP
831
Wealthcare Advisory Partners
Pennsylvania
$257K +$13.3K +278 +6%
RHBC
832
R.H. Bluestein & Co
Michigan
$256K -$24K -500 -9%
CCC
833
Crescent Capital Consulting
Louisiana
$256K – – –
WP
834
WealthShield Partners
North Carolina
$255K -$209K -4,361 -47%
NB
835
Nicolet Bankshares
Wisconsin
$255K -$43.9K -915 -16%
TS
836
Tamar Securities
California
$255K +$528 +11 +0.2%
BMCM
837
Burns Matteson Capital Management
New York
$253K +$237K +4,948 New
PL
838
Plancorp LLC
Missouri
$253K +$912 +19 +0.4%
PCA
839
Personal Capital Advisors
California
$252K -$34.1K -711 -13%
SB
840
Sunflower Bank
Texas
$251K +$10.6K +220 +5%
UBV
841
United Bank (Virginia)
Virginia
$251K +$235K +4,902 New
IC
842
IEQ Capital
California
$250K +$235K +4,890 New
DAM
843
Delta Asset Management
Tennessee
$249K -$7.49K -156 -3%
CW
844
CreativeOne Wealth
Kansas
$249K +$233K +4,864 New
LFAS
845
Level Four Advisory Services
Texas
$247K -$37.7K -785 -14%
SRC
846
Shufro Rose & Co
New York
$247K – – –
FMT
847
First Mercantile Trust
Tennessee
$245K +$10.3K +215 +5%
ECM
848
Evergreen Capital Management
Washington
$244K +$10.9K +227 +5%
EDRIA
849
Edmonds Duncan Registered Investment Advisors
Kansas
$243K – – –
FWIA
850
Fort Washington Investment Advisors
Ohio
$241K -$4.8K -100 -2%
32 33
34
35 36