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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
HH
876
Hilltop Holdings
Texas
$469K +$458K +5,688 New
CGL
877
Clarius Group LLC
Washington
$469K -$29.7K -369 -6%
BPFA
878
Barnes Pettey Financial Advisors
Mississippi
$468K – – –
CYG
879
Clean Yield Group
Vermont
$467K -$80.6K -1,000 -15%
MIM
880
MTM Investment Management
South Carolina
$467K +$403 +5 +0.1%
CA
881
CSM Advisors
Pennsylvania
$466K -$8.06K -100 -2%
NRA
882
NSI Retail Advisors
Pennsylvania
$466K -$8.06K -100 -2%
IAS
883
Investment Advisory Services
Texas
$464K – – –
CA
884
Clearstead Advisors
Ohio
$463K -$325K -4,035 -42%
TC
885
Telemus Capital
Michigan
$460K -$226K -2,801 -33%
RWP
886
RWA Wealth Partners
Massachusetts
$458K +$447K +5,548 New
VDI
887
Vaughan David Investments
Illinois
$457K – – –
LWCFA
888
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$453K – – –
MM
889
MQS Management
New York
$452K +$442K +5,484 New
APW
890
Austin Private Wealth
Texas
$452K – – –
PL
891
Plancorp LLC
Missouri
$451K +$13.3K +165 +3%
OWM
892
OneAscent Wealth Management
Alabama
$451K -$147K -1,821 -25%
HIM
893
Hanlon Investment Management
New Jersey
$451K -$42.1K -522 -9%
AP
894
Adero Partners
California
$451K -$63.3K -786 -13%
PTC
895
Private Trust Company
Ohio
$450K -$18.1K -224 -4%
IAIM
896
International Assets Investment Management
Florida
$450K +$34.9K +433 +9%
APP
897
Avantax Planning Partners
Iowa
$450K -$483 -6 -0.1%
FCFC
898
First Citizens Financial Corp
Iowa
$450K – – –
RCM
899
RNC Capital Management
California
$446K – – –
DAS
900
Dynamic Advisor Solutions
Arizona
$446K +$204K +2,528 +88%
34 35
36
37 38