We are live on ! Find out more
AFL icon

Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
851
Private Trust Company
Ohio
$379K -$60.4K -883 -13%
RIA
852
Richwood Investment Advisors
Ohio
$376K – – –
CSPIA
853
Cary Street Partners Investment Advisory
Virginia
$376K -$72.2K -1,055 -15%
FRA
854
Frank Rimerman Advisors
California
$376K – – –
BWM
855
Biltmore Wealth Management
Arizona
$369K +$2.33K +34 +0.6%
LA
856
Legacy Advisors
Pennsylvania
$368K -$2.88K -42 -0.7%
FA
857
FDx Advisors
Illinois
$368K – – –
PB
858
Pinnacle Bancorp
Nebraska
$365K – – –
IAS
859
Investment Advisory Services
Texas
$363K – – –
SAM
860
Strategy Asset Managers
California
$363K -$31.4K -459 -8%
EP
861
Eudaimonia Partners
Tennessee
$362K +$119K +1,745 +45%
MNBTD
862
Moody National Bank Trust Division
Texas
$362K – – –
CAM
863
Congress Asset Management
Massachusetts
$362K -$7.05K -103 -2%
SW
864
SlateStone Wealth
Florida
$361K – – –
MFG
865
Merit Financial Group
Georgia
$357K -$47.6K -696 -11%
PTB
866
Pioneer Trust Bank
Oregon
$357K -$6.16K -90 -2%
PP
867
Patten & Patten
Tennessee
$357K – – –
CS
868
Comerica Securities
Michigan
$352K -$29.4K -430 -7%
APP
869
Avantax Planning Partners
Iowa
$352K -$7.19K -105 -2%
RCM
870
RNC Capital Management
California
$349K -$34.2K -500 -8%
RWA
871
Ropes Wealth Advisors
Massachusetts
$348K -$616 -9 -0.2%
ALAM
872
Asahi Life Asset Management
Japan
$345K +$366K +5,340 New
APWM
873
Argonautica Private Wealth Management
Massachusetts
$344K +$32.9K +481 +10%
BIA
874
BHK Investment Advisors
Alabama
$342K -$9.86K -144 -3%
AWM
875
Axxcess Wealth Management
California
$341K +$362K +5,289 New
33 34
35
36 37