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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
901
Allred Capital Management
Texas
$576K +$115 +1 +0%
AWM
902
Aprio Wealth Management
Georgia
$576K +$13.4K +116 +2%
EI
903
Ellevest Inc
New York
$575K -$19K -165 -3%
BMCM
904
Bryn Mawr Capital Management
Pennsylvania
$575K +$10.4K +90 +2%
MGIA
905
Moneta Group Investment Advisors
Missouri
$572K -$24.3K -211 -4%
AP
906
Appleton Partners
Massachusetts
$570K – – –
KA
907
Kovack Advisors
Florida
$570K +$1.38K +12 +0.2%
CT
908
Colonial Trust
South Carolina
$569K +$7.71K +67 +1%
EFS
909
Essex Financial Services
Connecticut
$566K -$80.5K -699 -13%
HA
910
Harfst & Associates
Wyoming
$565K -$337K -2,923 -38%
HWMO
911
Heritage Wealth Management (Ohio)
Ohio
$559K -$10.6K -92 -2%
BAM
912
Belpointe Asset Management
Nevada
$558K +$691 +6 +0.1%
CRC
913
Curi RMB Capital
Illinois
$558K -$50.4K -438 -8%
SIA
914
SeaBridge Investment Advisors
New Jersey
$557K – – –
CWA
915
CJM Wealth Advisers
Virginia
$555K – – –
WIA
916
World Investment Advisors
California
$555K -$64.2K -558 -10%
APP
917
Avantax Planning Partners
Iowa
$553K – – –
BCMLT
918
Beacon Capital Management LLC (Tennessee)
Tennessee
$552K +$230 +2 +0%
RWM
919
Revisor Wealth Management
Ohio
$549K -$22.3K -194 -4%
CWP
920
Cyndeo Wealth Partners
Florida
$543K +$5.41K +47 +1%
BPWM
921
Badgley Phelps Wealth Managers
Washington
$542K -$230 -2 -0%
SGCM
922
Sanchez Gaunt Capital Management
Nevada
$542K +$16.3K +142 +3%
SCA
923
Snowden Capital Advisors
New York
$541K -$11.2K -97 -2%
IB
924
Intrust Bank
Kansas
$540K -$2.99K -26 -0.6%
DA
925
Denali Advisors
California
$539K -$437K -3,800 -45%
35 36
37
38 39