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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
951
EP Wealth Advisors
California
$254K +$62.2K +909 +30%
LEFP
952
Leading Edge Financial Planning
Tennessee
$252K +$1.51K +22 +0.6%
BAM
953
Belpointe Asset Management
Nevada
$252K +$6.02K +88 +2%
AA
954
AlphaCentric Advisors
Puerto Rico
$252K -$3.35K -49 -1%
FWTB
955
First Western Trust Bank
Colorado
$252K – – –
UBV
956
United Bank (Virginia)
Virginia
$252K – – –
FTC
957
Farmers Trust Company
Ohio
$251K – – –
FMWA
958
Forvis Mazars Wealth Advisors
Missouri
$251K +$266K +3,889 New
KIA
959
KCM Investment Advisors
California
$251K -$187K -2,736 -41%
GCP
960
Gill Capital Partners
Colorado
$250K -$9.38K -137 -3%
NAS
961
Nicolet Advisory Services
Wisconsin
$249K -$2.4K -35 -0.9%
BW
962
Bison Wealth
Georgia
$247K – – –
PWPS
963
Pinnacle Wealth Planning Services
Ohio
$247K -$4.24K -62 -2%
AIA
964
Angeles Investment Advisors
California
$247K +$262K +3,824 New
NB
965
Nicolet Bankshares
Wisconsin
$245K – – –
MIM
966
Moseley Investment Management
Florida
$245K +$6.09K +89 +2%
HA
967
HFG Advisors
Ohio
$244K – – –
SIM
968
Sentry Investment Management
Wisconsin
$244K +$111K +1,620 +75%
AWM
969
Apollon Wealth Management
South Carolina
$244K +$6.91K +101 +3%
NSB
970
Norway Savings Bank
Maine
$242K – – –
GWANC
971
Guardian Wealth Advisors (North Carolina)
North Carolina
$242K +$257K +3,755 New
IAA
972
Ironsides Asset Advisors
North Carolina
$241K – – –
RG
973
Renaissance Group
Kentucky
$241K -$14K -205 -5%
CCM
974
Carlson Capital Management
Minnesota
$239K – – –
BFM
975
Boothbay Fund Management
New York
$239K +$253K +3,703 New
37 38
39
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