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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
976
Tradewinds LLC
North Carolina
$479K +$450K +4,286 New
SWM
977
Segment Wealth Management
Texas
$477K – – –
MCM
978
MV Capital Management
Maryland
$477K -$41.7K -397 -9%
CIA
979
Caerus Investment Advisors
Texas
$474K +$446K +4,246 New
SFO
980
Stokes Family Office
Louisiana
$474K +$446K +4,242 New
TA
981
TrueWealth Advisors
Alabama
$474K +$210 +2 +0%
OBGC
982
O'Brien Greene & Co
Pennsylvania
$473K – – –
CT
983
Caldwell Trust
Florida
$472K -$53.6K -510 -11%
CIAS
984
Capital Investment Advisory Services
North Carolina
$472K -$3.15K -30 -0.7%
MIM
985
Moseley Investment Management
Florida
$470K -$11.4K -109 -3%
SIA
986
Sit Investment Associates
Minnesota
$469K -$441K -4,200 -50%
AIM
987
Alhambra Investment Management
Florida
$469K -$86.1K -820 -16%
HSWM
988
Hubbell Strickland Wealth Management
Louisiana
$465K +$315 +3 +0.1%
FHA
989
Flagship Harbor Advisors
Massachusetts
$464K -$30.5K -290 -7%
GIA
990
Gladstone Institutional Advisory
Florida
$462K +$28.6K +272 +7%
SW
991
SVB Wealth
Massachusetts
$458K -$21.4K -204 -5%
SFG
992
SevenBridge Financial Group
Pennsylvania
$457K -$17.6K -168 -4%
BI
993
Ballast Inc
Kentucky
$457K -$19.7K -188 -4%
NB
994
Nicolet Bankshares
Wisconsin
$457K – – –
AIA
995
AssuredPartners Investment Advisors
Florida
$457K +$216K +2,056 +101%
GSEP
996
Golden State Equity Partners
California
$456K +$35K +333 +9%
PNC
997
Park National Corp
Ohio
$456K -$77.7K -740 -15%
WA
998
Wealthstar Advisors
Texas
$452K +$18.9K +180 +5%
GWANC
999
Guardian Wealth Advisors (North Carolina)
North Carolina
$449K +$8.19K +78 +2%
PWS
1000
Peloton Wealth Strategists
Indiana
$447K – – –
38 39
40
41 42