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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
1001
Lakeshore Financial Planning
Michigan
$425K +$102 +1 +0%
LAI
1002
Legal Advantage Investments
California
$425K – – –
TPI
1003
Trust Point Inc
Wisconsin
$424K +$5.18K +51 +1%
LIM
1004
Letson Investment Management
Georgia
$423K – – –
GVAG
1005
Great Valley Advisor Group
Delaware
$421K +$21.2K +209 +6%
AWM
1006
Aprio Wealth Management
Georgia
$421K +$17.8K +175 +5%
FWTB
1007
First Western Trust Bank
Colorado
$420K – – –
BFAG
1008
Blackston Financial Advisory Group
Florida
$419K +$116K +1,139 +44%
IAA
1009
Ironsides Asset Advisors
North Carolina
$417K – – –
CC
1010
Chicago Capital
Illinois
$417K – – –
AT
1011
American Trust
Kentucky
$416K -$610 -6 -0.2%
AG
1012
AlTi Global
New York
$416K -$113K -1,108 -23%
FA
1013
Faithward Advisors
Pennsylvania
$416K -$8.44K -83 -2%
NSB
1014
Norway Savings Bank
Maine
$415K – – –
MIS
1015
Morningstar Investment Services
Illinois
$412K +$48.4K +476 +15%
BFA
1016
Beaumont Financial Advisors
Massachusetts
$412K +$19K +187 +5%
AFC
1017
AFT Forsyth & Company
Florida
$411K – – –
WPW
1018
Waldron Private Wealth
Pennsylvania
$410K +$4.17K +41 +1%
SC
1019
Schoolcraft Capital
Colorado
$409K – – –
EIP
1020
Ellis Investment Partners
Pennsylvania
$409K +$508 +5 +0.1%
OS
1021
Objectivity Squared
South Carolina
$407K +$1.73K +17 +0.5%
APW
1022
Acima Private Wealth
Virginia
$407K – – –
SPC
1023
Spirepoint Private Client
Florida
$406K -$2.03K -20 -0.5%
FIBT
1024
First International Bank & Trust
North Dakota
$405K -$11.7K -115 -3%
HVIA
1025
Hudson Valley Investment Advisors
New York
$405K -$27.9K -275 -7%
39 40
41
42 43