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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1001
Vigilant Capital Management
Maine
$45K – – –
AWA
1002
Arkadios Wealth Advisors
Georgia
$41.9K +$42.4K +798 New
CA
1003
Crewe Advisors
Utah
$41K – – –
SIS
1004
Sound Income Strategies
Florida
$41K +$3.71K +70 +10%
LWM
1005
Liberty Wealth Management
California
$41K +$37.4K +704 +859%
SAM
1006
S.A. Mason
Michigan
$40K +$40.3K +760 New
RTC
1007
Riverview Trust Company
Washington
$37K -$16.2K -306 -31%
BFC
1008
Bedel Financial Consulting
Indiana
$37K – – –
LB
1009
Legacy Bridge
Iowa
$36K -$157K -2,966 -81%
TVWM
1010
Tower View Wealth Management
Wisconsin
$35K +$212 +4 +0.6%
DI
1011
Disciplined Investments
Oklahoma
$35K +$35.6K +670 New
BCA
1012
Berman Capital Advisors
Georgia
$34K -$743 -14 -2%
FA
1013
Financial Advantage
Maryland
$34K – – –
AWM
1014
Atticus Wealth Management
Florida
$34K +$33.6K +633 New
SGAM
1015
Smith Group Asset Management
Texas
$33K +$2.12K +40 +7%
WB
1016
Webster Bank
Connecticut
$32K – – –
BWM
1017
Baystate Wealth Management
Massachusetts
$32K +$159 +3 +0.5%
BCWM
1018
Bartlett & Co Wealth Management
Ohio
$31.7K -$584 -11 -2%
CBT
1019
Capital Bank & Trust
California
$31K -$15.7K -295 -33%
VEA
1020
Virtus ETF Advisers
New York
$28K -$2.6K -49 -8%
GAM
1021
Gemmer Asset Management
California
$28K -$531 -10 -2%
VRM
1022
Vectors Research Management
New York
$27K +$14.6K +275 +118%
KPW
1023
Kore Private Wealth
New York
$26K +$25.8K +486 New
NG
1024
NWK Group
California
$26K +$26.5K +500 New
SC
1025
Solstein Capital
California
$26K +$26.5K +500 New
39 40
41
42 43