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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
926
Blume Capital Management
California
$102K – – –
BC
927
Burleson & Co
California
$102K +$96K +2,000 New
COCM
928
Charter Oak Capital Management
New Hampshire
$99K – – –
EI
929
Ellevest Inc
New York
$98K -$13.4K -280 -13%
HDIM
930
Hanson & Doremus Investment Management
Vermont
$96K – – –
JWM
931
Janiczek Wealth Management
Colorado
$94K +$26.1K +543 +42%
SFPG
932
Stonebridge Financial Planning Group
Florida
$92K – – –
FCA
933
FinTrust Capital Advisors
South Carolina
$88K +$5.71K +119 +7%
PCG
934
Private Capital Group
Connecticut
$87K -$10.1K -210 -11%
CAL
935
Capital Advisors Ltd
Ohio
$87K – – –
AF
936
Allworth Financial
California
$86K – – –
TF
937
Tompkins Financial
New York
$85K – – –
PCM
938
Penserra Capital Management
California
$85K +$12.7K +264 +19%
AWC
939
Abundance Wealth Counselors
Pennsylvania
$83K +$77.5K +1,615 New
SCA
940
Stonebridge Capital Advisors
Minnesota
$82K +$76.6K +1,597 New
SWM
941
Sugarloaf Wealth Management
Georgia
$80K – – –
ST
942
Smithfield Trust
Pennsylvania
$79K -$48K -1,000 -39%
CFO
943
CVA Family Office
Colorado
$78K +$32.6K +680 +80%
SIAP
944
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$77K – – –
PWMG
945
Prestige Wealth Management Group
New Jersey
$77K +$6.38K +133 +10%
FQ
946
First Quadrant
California
$77K +$72.6K +1,514 New
SIS
947
Sound Income Strategies
Florida
$76.1K -$12.8K -266 -15%
IAIM
948
International Assets Investment Management
Florida
$71K – – –
AIC
949
Archer Investment Corporation
Indiana
$70.4K +$66K +1,375 New
KPCM
950
Kings Point Capital Management
New York
$67K +$48.7K +1,015 +338%
36 37
38
39 40