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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1026
Acima Private Wealth
Virginia
$312K – – –
TWC
1027
TD Waterhouse Canada
Ontario, Canada
$312K +$295K +3,604 New
DAM
1028
Delta Asset Management
Tennessee
$309K -$410 -5 -0.1%
AWM
1029
Axxcess Wealth Management
California
$309K -$328K -3,996 -53%
LIM
1030
Letson Investment Management
Georgia
$306K – – –
ASBI
1031
American State Bank (Iowa)
Iowa
$304K – – –
CFG
1032
Citizens Financial Group
Rhode Island
$304K +$82.5K +1,006 +40%
CWG
1033
Cornerstone Wealth Group
North Carolina
$303K +$289K +3,526 New
ST
1034
Spinnaker Trust
Maine
$303K +$39.4K +480 +16%
BFIM
1035
Beese Fulmer Investment Management
Ohio
$302K – – –
ACP
1036
Aviance Capital Partners
Florida
$301K +$32.8K +400 +13%
CPC
1037
Consolidated Planning Corp
Georgia
$301K – – –
RG
1038
Renaissance Group
Kentucky
$300K – – –
OFS
1039
OneAscent Financial Services
Alabama
$300K +$286K +3,489 New
OS
1040
Objectivity Squared
South Carolina
$299K +$1.8K +22 +0.6%
EWM
1041
Executive Wealth Management
Michigan
$296K +$1.8K +22 +0.6%
CAL
1042
Capital Analysts LLC
Pennsylvania
$296K +$3.52K +43 +1%
BFA
1043
Beaumont Financial Advisors
Massachusetts
$295K -$2.13K -26 -0.7%
CCP
1044
Carmel Capital Partners
California
$295K -$246 -3 -0.1%
IC
1045
Inscription Capital
Texas
$294K +$80.4K +981 +40%
APA
1046
Astoria Portfolio Advisors
New York
$294K -$12.5K -153 -4%
OIA
1047
Optimum Investment Advisors
Illinois
$292K -$262K -3,200 -48%
LFA
1048
Laraway Financial Advisors
Minnesota
$292K – – –
SFWA
1049
Summit Financial Wealth Advisors
Louisiana
$291K – – –
MC
1050
Machina Capital
France
$291K +$278K +3,390 New
40 41
42
43 44