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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
IB
976
Intrust Bank
Kansas
$489K – – –
CWP
977
Cyndeo Wealth Partners
Florida
$487K +$51.6K +491 +12%
PWMAG
978
Pinnacle Wealth Management Advisory Group
New Jersey
$486K +$3.89K +37 +0.8%
PAS
979
PKS Advisory Services
New York
$484K +$29.9K +285 +7%
SAI
980
Savvy Advisors Inc
New York
$481K +$88.3K +840 +23%
MIM
981
MTM Investment Management
South Carolina
$480K +$23.9K +227 +5%
CCA
982
Cobblestone Capital Advisors
New York
$480K -$2.21K -21 -0.5%
NB
983
Northwest Bancshares
Pennsylvania
$479K +$2.1K +20 +0.4%
SPWG
984
Sage Private Wealth Group
Illinois
$479K +$25K +238 +6%
WA
985
WBH Advisory
Maryland
$478K -$6.62K -63 -1%
SAM
986
Strategy Asset Managers
California
$474K -$11.5K -109 -2%
YIM
987
Yoffe Investment Management
Pennsylvania
$474K – – –
ACM
988
Altrius Capital Management
North Carolina
$473K -$13.3K -127 -3%
HW
989
HORAN Wealth
Ohio
$472K +$470K +4,475 New
MGIA
990
Moneta Group Investment Advisors
Missouri
$470K +$32.9K +313 +8%
FHA
991
Flagship Harbor Advisors
Massachusetts
$469K -$13.2K -126 -3%
CGL
992
Clarius Group LLC
Washington
$467K -$37.8K -360 -8%
GCP
993
Gill Capital Partners
Colorado
$465K – – –
PK
994
Pflug Koory
Nebraska
$465K -$1.58K -15 -0.3%
RZH
995
Relyea Zuckerberg Hanson
Connecticut
$465K +$11.2K +107 +2%
OIC
996
Orion Investment Company
Missouri
$464K – – –
WG
997
Watchman Group
Texas
$461K – – –
AGM
998
Alpine Global Management
New York
$461K +$459K +4,368 New
MIM
999
Moseley Investment Management
Florida
$455K +$9.04K +86 +2%
SW
1000
SVB Wealth
Massachusetts
$454K -$131K -1,244 -22%
38 39
40
41 42