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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
951
Patten & Patten
Tennessee
$487K -$6.91K -68 -2%
BIG
952
Brooklyn Investment Group
New York
$487K +$407 +4 +0.1%
RCM
953
RNC Capital Management
California
$483K – – –
CWP
954
Concord Wealth Partners
Virginia
$481K -$729K -7,170 -62%
FWM
955
Fairhaven Wealth Management
Illinois
$480K – – –
CAM
956
Cidel Asset Management
Ontario, Canada
$480K -$23K -226 -5%
BWM
957
Baron Wealth Management
Michigan
$480K +$14.9K +147 +4%
CCG
958
Catalina Capital Group
California
$479K +$26.4K +260 +6%
SFG
959
SevenBridge Financial Group
Pennsylvania
$479K – – –
BI
960
Ballast Inc
Kentucky
$478K -$21.6K -213 -5%
DAS
961
Diversify Advisory Services
Utah
$478K -$772K -7,599 -64%
RZH
962
Relyea Zuckerberg Hanson
Connecticut
$474K -$21.6K -213 -5%
CCWM
963
Cassaday & Co Wealth Management
Virginia
$473K -$10.4K -102 -2%
TA
964
TrueWealth Advisors
Alabama
$473K +$407 +4 +0.1%
BW
965
Bison Wealth
Georgia
$472K +$2.95K +29 +0.7%
AAS
966
Annex Advisory Services
Wisconsin
$470K -$20.3K -200 -5%
SIA
967
Sit Investment Associates
Minnesota
$470K – – –
SAM
968
Smartleaf Asset Management
Massachusetts
$470K +$273K +2,689 +173%
NCFG
969
New Century Financial Group
New Jersey
$469K +$10.3K +101 +2%
SQA
970
Simon Quick Advisors
New Jersey
$469K +$41.2K +405 +11%
HSWM
971
Hubbell Strickland Wealth Management
Louisiana
$464K +$203 +2 +0%
CWP
972
Cyndeo Wealth Partners
Florida
$462K +$19.2K +189 +5%
MIM
973
Moseley Investment Management
Florida
$461K +$19.2K +189 +5%
FTC
974
Farmers Trust Company
Ohio
$461K -$74K -728 -15%
KDA
975
Kraft Davis & Associates
Missouri
$456K -$38.2K -376 -8%
37 38
39
40 41