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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
1026
Carmel Capital Partners
California
$439K +$742 +7 +0.2%
SFG
1027
SevenBridge Financial Group
Pennsylvania
$439K -$19.1K -180 -4%
GIA
1028
Gladstone Institutional Advisory
Florida
$434K +$3.82K +36 +0.9%
PTC
1029
Philadelphia Trust Company
Pennsylvania
$434K – – –
GSEP
1030
Golden State Equity Partners
California
$432K -$30.1K -284 -7%
KFI
1031
Key Financial Inc
Pennsylvania
$430K – – –
GVAG
1032
Great Valley Advisor Group
Delaware
$429K -$530 -5 -0.1%
BMCM
1033
Burns Matteson Capital Management
New York
$426K +$71.2K +671 +21%
DMBA
1034
Deseret Mutual Benefit Administrators
Utah
$425K +$26.8K +253 +7%
TPI
1035
Trust Point Inc
Wisconsin
$424K -$16.1K -152 -4%
BPWM
1036
Badgley Phelps Wealth Managers
Washington
$424K -$2.76K -26 -0.7%
NW
1037
NewEdge Wealth
Pennsylvania
$423K -$97.9K -923 -20%
IPW
1038
Invictus Private Wealth
Colorado
$423K -$13.8K -130 -3%
LFP
1039
Lakeshore Financial Planning
Michigan
$422K -$636 -6 -0.2%
LIM
1040
Letson Investment Management
Georgia
$421K – – –
NB
1041
Nicolet Bankshares
Wisconsin
$417K – – –
IF
1042
Intrua Financial
Texas
$417K -$527K -4,970 -57%
NWM
1043
Northcape Wealth Management
New York
$417K -$11.7K -110 -3%
CC
1044
Chicago Capital
Illinois
$415K – – –
SAI
1045
Savvy Advisors Inc
New York
$414K +$52K +490 +15%
BFA
1046
Beaumont Financial Advisors
Massachusetts
$413K +$29.2K +275 +8%
PAG
1047
Powers Advisory Group
Illinois
$413K +$955 +9 +0.2%
BCM
1048
Bayesian Capital Management
New York
$411K -$1.17M -11,000 -75%
FWTB
1049
First Western Trust Bank
Colorado
$410K -$7.11K -67 -2%
IAN
1050
Integrated Advisors Network
Texas
$409K -$63.2K -596 -14%
40 41
42
43 44