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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
851
Cigna Investments
Connecticut
$539K -$4.47K -52 -0.9%
AIM
852
Allen Investment Management
New York
$536K – – –
WA
853
WBH Advisory
Maryland
$536K -$14.4K -168 -3%
GL
854
Graypoint LLC
New York
$535K +$10.1K +118 +2%
HWMG
855
Hurlow Wealth Management Group
Indiana
$533K +$54.2K +631 +12%
WCF
856
West Coast Financial
California
$531K -$55.6K -647 -10%
CWM
857
Collaborative Wealth Management
Florida
$530K -$860 -10 -0.2%
GSEP
858
Golden State Equity Partners
California
$530K +$510K +5,933 New
BWM
859
Biltmore Wealth Management
Arizona
$529K – – –
HH
860
Hilltop Holdings
Texas
$529K +$19.9K +232 +4%
SW
861
SkyOak Wealth
Michigan
$529K – – –
KIA
862
KCM Investment Advisors
California
$528K +$39K +454 +8%
APP
863
Avantax Planning Partners
Iowa
$526K +$13.2K +153 +3%
GWP
864
Gen-Wealth Partners
Michigan
$524K +$45.6K +530 +10%
SCA
865
Snowden Capital Advisors
New York
$519K +$430 +5 +0.1%
ACM
866
Advisors Capital Management
New Jersey
$515K +$69.4K +807 +16%
AP
867
Adero Partners
California
$511K +$21.8K +254 +5%
GM
868
GeoWealth Management
Illinois
$510K +$85.6K +996 +21%
ATPW
869
Ashton Thomas Private Wealth
Arizona
$510K -$1.03K -12 -0.2%
MIM
870
MTM Investment Management
South Carolina
$509K +$430 +5 +0.1%
EWA
871
EP Wealth Advisors
California
$508K +$120K +1,394 +32%
CYG
872
Clean Yield Group
Vermont
$507K +$2.15K +25 +0.4%
BPFA
873
Barnes Pettey Financial Advisors
Mississippi
$506K – – –
LWCFA
874
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$503K – – –
BRWA
875
B. Riley Wealth Advisors
Florida
$501K -$133K -1,550 -22%
33 34
35
36 37