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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1051
EP Wealth Advisors
California
$217K +$202K +3,021 New
CFAM
1052
Center For Asset Management
Florida
$217K +$202K +3,013 New
AIA
1053
AIMZ Investment Advisors
California
$216K +$201K +3,005 New
GJIC
1054
Gamble Jones Investment Counsel
California
$215K – – –
T
1055
TOBAM
France
$215K – – –
CCG
1056
Chatham Capital Group
Georgia
$215K +$200K +2,988 New
JWCA
1057
J.W. Cole Advisors
Florida
$215K +$200K +2,982 New
GSB
1058
Greenfield Savings Bank
Massachusetts
$214K +$199K +2,975 New
TF
1059
Tompkins Financial
New York
$214K – – –
FAFN
1060
First Affirmative Financial Network
Colorado
$213K +$198K +2,957 New
DOA
1061
D'Orazio & Associates
Virginia
$212K +$198K +2,950 New
TFS
1062
Thoroughbred Financial Services
Tennessee
$210K +$196K +2,932 New
IP
1063
Investment Partners
Ohio
$210K -$315K -4,702 -62%
NWM
1064
Northcape Wealth Management
New York
$209K -$136K -2,037 -41%
HTHT
1065
Hemenway Trust Hemenway Trust
New Hampshire
$209K +$194K +2,900 New
B
1066
Bridgeworth
Alabama
$207K +$193K +2,881 New
HVIA
1067
Hudson Valley Investment Advisors
New York
$206K +$191K +2,857 New
CWM
1068
Congress Wealth Management
Massachusetts
$205K +$191K +2,852 New
DMBA
1069
Deseret Mutual Benefit Administrators
Utah
$204K -$170K -2,541 -47%
SWM
1070
Seed Wealth Management
Illinois
$204K +$190K +2,840 New
TW
1071
TrinityPoint Wealth
Connecticut
$204K +$189K +2,830 New
EA
1072
Eudaimonia Advisors
Tennessee
$203K +$189K +2,827 New
KFI
1073
Key Financial Inc
Pennsylvania
$203K – – –
FSC
1074
Full Sail Capital
Oklahoma
$203K +$189K +2,818 New
MFG
1075
Marmo Financial Group
Tennessee
$203K +$189K +2,818 New
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43
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