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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
901
Sage Private Wealth Group
Illinois
$581K -$41.8K -363 -7%
KFG
902
Kingdom Financial Group
Arizona
$581K -$30.4K -264 -5%
CAM
903
Cidel Asset Management
Ontario, Canada
$580K +$14K +122 +3%
CIAS
904
Capital Investment Advisory Services
North Carolina
$579K +$19.6K +170 +4%
CPIG
905
Chicago Partners Investment Group
Illinois
$578K +$40.1K +348 +8%
ACM
906
Allred Capital Management
Texas
$576K +$115 +1 +0%
AWM
907
Aprio Wealth Management
Georgia
$576K +$13.4K +116 +2%
EI
908
Ellevest Inc
New York
$575K -$19K -165 -3%
BMCM
909
Bryn Mawr Capital Management
Pennsylvania
$575K +$10.4K +90 +2%
MGIA
910
Moneta Group Investment Advisors
Missouri
$572K -$24.3K -211 -4%
AP
911
Appleton Partners
Massachusetts
$570K – – –
KA
912
Kovack Advisors
Florida
$570K +$1.38K +12 +0.2%
CT
913
Colonial Trust
South Carolina
$569K +$7.71K +67 +1%
EFS
914
Essex Financial Services
Connecticut
$566K -$80.5K -699 -13%
HA
915
Harfst & Associates
Wyoming
$565K -$337K -2,923 -38%
HWMO
916
Heritage Wealth Management (Ohio)
Ohio
$559K -$10.6K -92 -2%
BAM
917
Belpointe Asset Management
Nevada
$558K +$691 +6 +0.1%
CRC
918
Curi RMB Capital
Illinois
$558K -$50.4K -438 -8%
SIA
919
SeaBridge Investment Advisors
New Jersey
$557K – – –
CWA
920
CJM Wealth Advisers
Virginia
$555K – – –
WIA
921
World Investment Advisors
California
$555K -$64.2K -558 -10%
APP
922
Avantax Planning Partners
Iowa
$553K – – –
BCMLT
923
Beacon Capital Management LLC (Tennessee)
Tennessee
$552K +$230 +2 +0%
RWM
924
Revisor Wealth Management
Ohio
$549K -$22.3K -194 -4%
CWP
925
Cyndeo Wealth Partners
Florida
$543K +$5.41K +47 +1%
35 36
37
38 39