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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1076
Investment Partners
Ohio
$369K +$1.68K +16 +0.5%
AP
1077
Advisors Preferred
Maryland
$368K +$365K +3,477 New
CW
1078
CreativeOne Wealth
Kansas
$367K -$49.9K -475 -12%
PPWP
1079
Premier Path Wealth Partners
New Jersey
$366K -$210 -2 -0.1%
BW
1080
BXM Wealth
Colorado
$366K – – –
PP
1081
Patten & Patten
Tennessee
$366K – – –
SMA
1082
Sage Mountain Advisors
Georgia
$366K -$73K -695 -17%
FGWP
1083
Founders Grove Wealth Partners
Virginia
$363K +$8.09K +77 +2%
BRWA
1084
B. Riley Wealth Advisors
Florida
$363K -$198K -1,887 -35%
NW
1085
NewEdge Wealth
Pennsylvania
$362K -$28.1K -267 -7%
ACP
1086
Aviance Capital Partners
Florida
$362K – – –
CF
1087
Claris Financial
Virginia
$360K +$525 +5 +0.1%
LFA
1088
Laraway Financial Advisors
Minnesota
$359K – – –
OIA
1089
Optimum Investment Advisors
Illinois
$359K – – –
QL
1090
Quarry LP
New York
$359K +$357K +3,400 New
CPRC
1091
Consolidated Portfolio Review Corp
New York
$358K +$736 +7 +0.2%
TWM
1092
TriaGen Wealth Management
California
$358K – – –
AAIS
1093
ABN AMRO Investment Solutions
$358K -$820K -7,802 -70%
NWM
1094
Northcape Wealth Management
New York
$358K -$37.6K -358 -10%
CWG
1095
Cornerstone Wealth Group
North Carolina
$357K +$2K +19 +0.6%
WW
1096
Waterfront Wealth
Kansas
$356K – – –
SOS
1097
Silver Oak Securities
Tennessee
$356K +$5.57K +53 +2%
CAGAS
1098
Capital Advisory Group Advisory Services
Minnesota
$356K +$5.04K +48 +1%
BA
1099
Bridgewater Advisors
New York
$355K +$5.15K +49 +1%
PFBT
1100
Parkside Financial Bank & Trust
Missouri
$355K +$7.57K +72 +2%
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