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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
901
Cutler Group
California
$143K +$135K +2,810 New
SPWG
902
Sage Private Wealth Group
Illinois
$142K – – –
BAM
903
Belpointe Asset Management
Nevada
$140K +$131K +2,728 New
WAM
904
Wolverine Asset Management
Illinois
$138K +$130K +2,714 New
EIP
905
Ellis Investment Partners
Pennsylvania
$133K – – –
KFI
906
Key Financial Inc
Pennsylvania
$131K +$3.93K +82 +3%
AWM
907
Avior Wealth Management
Nebraska
$130K +$624 +13 +0.5%
T
908
TOBAM
France
$128K – – –
SCM
909
Silvant Capital Management
Georgia
$126K – – –
FWM
910
Focused Wealth Management
New York
$123K – – –
APA
911
American Portfolios Advisors
New York
$123K +$3.74K +78 +3%
CAC
912
Certified Advisory Corp
Florida
$122K +$115K +2,388 New
MCM
913
Manchester Capital Management
Vermont
$121K -$307K -6,400 -73%
MHR
914
Matthew Hamilton Rosenberg
$121K – – –
EFSCE
915
Enterprise Financial Services Corp (EFSC)
Missouri
$119K +$2.73K +57 +3%
FMTCOCP
916
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$118K – – –
SBSB
917
Sullivan, Bruyette, Speros & Blaney
Virginia
$117K – – –
GRP
918
Global Retirement Partners
California
$116K +$9.07K +189 +9%
NFG
919
Next Financial Group
Texas
$112K -$672 -14 -0.6%
PMFA
920
Plante Moran Financial Advisors
Michigan
$107K +$28.9K +603 +41%
O
921
Ossiam
France
$107K +$84.5K +1,761 +530%
LWP
922
Lumature Wealth Partners
Georgia
$105K +$98.4K +2,050 New
CCA
923
Column Capital Advisors
Indiana
$103K -$336 -7 -0.3%
ME
924
McIlrath & Eck
Washington
$103K +$70K +1,458 +262%
PSB
925
Piscataqua Savings Bank
New Hampshire
$103K +$95.8K +1,997 New
35 36
37
38 39