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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
901
PFG Advisors
Arizona
$617K +$255K +2,408 +77%
APW
902
Austin Private Wealth
Texas
$616K +$530 +5 +0.1%
CI
903
Cigna Investments
Connecticut
$616K -$15.4K -145 -3%
WCA
904
Westover Capital Advisors
Delaware
$612K – – –
IAIM
905
International Assets Investment Management
Florida
$608K +$19.5K +184 +3%
FCFC
906
First Citizens Financial Corp
Iowa
$606K – – –
HWMO
907
Heritage Wealth Management (Ohio)
Ohio
$606K -$60.5K -570 -9%
SCA
908
Snowden Capital Advisors
New York
$606K -$44.5K -420 -7%
MWM
909
Maridea Wealth Management
New York
$605K +$577K +5,444 New
VDI
910
Vaughan David Investments
Illinois
$605K – – –
CBA
911
Coastal Bridge Advisors
Connecticut
$600K +$316K +2,980 +123%
RCM
912
RNC Capital Management
California
$599K – – –
PTB
913
Pioneer Trust Bank
Oregon
$599K – – –
HCM
914
Howard Capital Management
Georgia
$592K -$50.2K -473 -8%
TCBWMS
915
Texas Capital Bank Wealth Management Services
Texas
$591K +$849 +8 +0.2%
GWP
916
Gen-Wealth Partners
Michigan
$589K -$41.2K -388 -7%
RWM
917
Revisor Wealth Management
Ohio
$586K +$223K +2,100 +66%
LWCFA
918
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$583K – – –
FFP
919
FourThought Financial Partners
Florida
$582K -$16.9K -159 -3%
FMC
920
First Merchants Corp
Indiana
$576K – – –
IAS
921
Investment Advisory Services
Texas
$570K -$27.5K -259 -5%
IWN
922
Independent Wealth Network
Iowa
$570K -$21.2K -200 -4%
IC
923
Iconiq Capital
California
$569K +$160K +1,506 +42%
FTC
924
Farmers Trust Company
Ohio
$565K +$106K +1,000 +25%
JCM
925
J2 Capital Management
Michigan
$562K +$5.62K +53 +1%
35 36
37
38 39