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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
826
RWA Wealth Partners
Massachusetts
$736K -$6.71K -66 -1%
RMC
827
Resources Management Corp
Connecticut
$735K – – –
GC
828
Grimes & Company
Massachusetts
$734K +$5.39K +53 +0.8%
SMC
829
Smith, Moore & Co
Missouri
$732K – – –
HFM
830
Harvest Fund Management
China
$730K +$664K +6,531 New
TAM
831
Trust Asset Management
Texas
$727K – – –
IAN
832
Integrated Advisors Network
Texas
$724K -$17.4K -171 -3%
PFS
833
Physicians Financial Services
North Carolina
$720K -$20.3K -200 -3%
ACM
834
AlphaStar Capital Management
North Carolina
$716K +$6.71K +66 +1%
CAM
835
Carret Asset Management
New York
$709K +$2.24K +22 +0.3%
KCM
836
Kanawha Capital Management
Virginia
$709K – – –
BBA
837
Baader Bank Aktiengesellschaft
Germany
$709K -$161K -1,587 -20%
GL
838
Graypoint LLC
New York
$706K +$33.3K +328 +5%
PI
839
PineBridge Investments
New York
$706K -$42.6M -419,138 -99%
HAM
840
Harmony Asset Management
Arizona
$706K – – –
JPWM
841
Jamison Private Wealth Management
Georgia
$702K +$711 +7 +0.1%
SRC
842
Shufro Rose & Co
New York
$698K – – –
TCBWMS
843
Texas Capital Bank Wealth Management Services
Texas
$697K +$633K +6,232 New
MAA
844
Matrix Asset Advisors
New York
$693K – – –
CSI
845
Cross Staff Investments
New York
$693K – – –
BCA
846
Bay Colony Advisors
Massachusetts
$688K +$4.07K +40 +0.7%
FCI
847
Financial Counselors Inc
Kansas
$687K +$85.2K +838 +16%
AWM
848
Axxcess Wealth Management
California
$687K +$306K +3,007 +96%
PB
849
Pinnacle Bancorp
Nebraska
$687K – – –
ABWM
850
Alpine Bank Wealth Management
Colorado
$682K +$620K +6,100 New
32 33
34
35 36