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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
826
Willow Creek Wealth Management
California
$543K -$81 -1 -0%
BB
827
Burford Brothers
Texas
$541K +$528K +6,554 New
FIA
828
Foundations Investment Advisors
Arizona
$540K +$258K +3,196 +82%
TAM
829
Trust Asset Management
Texas
$536K – – –
HI
830
Harbour Investments
Wisconsin
$535K +$33.6K +417 +7%
GC
831
Grimes & Company
Massachusetts
$533K +$2.58K +32 +0.5%
PWP
832
Phillips Wealth Planners
Mississippi
$533K -$5.64K -70 -1%
CCA
833
Cobblestone Capital Advisors
New York
$531K -$266K -3,300 -34%
FFP
834
FourThought Financial Partners
Florida
$526K -$51.3K -637 -9%
AWE
835
Avidian Wealth Enterprises
Texas
$525K +$1.05K +13 +0.2%
LFP
836
Lakeshore Financial Planning
Michigan
$525K +$322 +4 +0.1%
CAM
837
Carret Asset Management
New York
$522K – – –
HAM
838
Harmony Asset Management
Arizona
$521K +$509K +6,313 New
SCA
839
Snowden Capital Advisors
New York
$517K +$19.1K +237 +4%
WA
840
WBH Advisory
Maryland
$517K – – –
SIA
841
SeaBridge Investment Advisors
New Jersey
$516K – – –
BRWA
842
B. Riley Wealth Advisors
Florida
$516K -$73.7K -914 -13%
DP
843
Dearborn Partners
Illinois
$515K -$13.8K -171 -3%
MOS
844
MGO One Seven
Ohio
$515K +$226K +2,807 +82%
CI
845
Cigna Investments
Connecticut
$514K -$15.2K -188 -3%
HWMG
846
Hurlow Wealth Management Group
Indiana
$513K -$4.11K -51 -0.8%
MAA
847
Matrix Asset Advisors
New York
$512K – – –
CSI
848
Cross Staff Investments
New York
$512K – – –
BJL
849
Brighton Jones LLC
Washington
$511K +$2.98K +37 +0.6%
WPC
850
Wedmont Private Capital
Pennsylvania
$510K +$63.3K +786 +15%
32 33
34
35 36