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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1226
Legacy CG
Texas
$270K – – –
LAM
1227
Longboard Asset Management
Arizona
$270K – – –
FBB
1228
Fulton Breakefield Broenniman
Maryland
$270K +$6.91K +60 +3%
CAL
1229
Capital Advisors Ltd
Ohio
$269K +$2.3K +20 +0.9%
SLWA
1230
San Luis Wealth Advisors
California
$268K +$230 +2 +0.1%
CSA
1231
Cottage Street Advisors
Massachusetts
$267K – – –
JDLA
1232
J. Derek Lewis & Associates
California
$266K – – –
SFG
1233
Sunburst Financial Group
Alabama
$266K -$50.4K -438 -16%
I
1234
InvesTrust
Oklahoma
$266K +$261K +2,266 New
PWP
1235
Precedent Wealth Partners
Texas
$265K -$187K -1,625 -42%
WPP
1236
Whalerock Point Partners
Rhode Island
$265K – – –
AA
1237
ABC Arbitrage
France
$264K +$259K +2,249 New
GBT
1238
Grove Bank & Trust
Florida
$263K +$182K +1,585 +240%
SPFA
1239
Summit Place Financial Advisors
New Jersey
$262K -$22.1K -192 -8%
CFO
1240
CVA Family Office
Colorado
$261K +$1.61K +14 +0.6%
LFA
1241
Legacy Financial Advisors
Kentucky
$261K -$3.45K -30 -1%
FF
1242
Financial Futures
New Jersey
$261K +$460 +4 +0.2%
SC
1243
Scotia Capital
Ontario, Canada
$260K – – –
BCFD
1244
Boit C.F. David
$258K – – –
FFA
1245
Fragasso Financial Advisors
Pennsylvania
$258K +$19.8K +172 +8%
FFS
1246
Founders Financial Securities
Maryland
$257K +$806 +7 +0.3%
ZF
1247
Zhang Financial
Michigan
$257K +$252K +2,190 New
SIC
1248
SJS Investment Consulting
Ohio
$256K -$6.45K -56 -2%
RFA
1249
Resurgent Financial Advisors
Georgia
$256K +$252K +2,187 New
IC
1250
IEQ Capital
California
$256K -$18.4K -160 -7%
48 49
50
51 52