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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
BCFD
1226
Boit C.F. David
$251K – – –
WG
1227
Wealth Group
North Carolina
$251K +$228K +2,241 New
CPIG
1228
Chicago Partners Investment Group
Illinois
$251K -$2.03K -20 -0.9%
SC
1229
Scotia Capital
Ontario, Canada
$251K -$1.73K -17 -0.8%
FBB
1230
Fulton Breakefield Broenniman
Maryland
$250K +$228K +2,239 New
SIA
1231
Soltis Investment Advisors
Utah
$250K -$108K -1,059 -32%
RMDI
1232
R.M. Davis Inc
Maine
$249K -$37.7K -371 -14%
FWM
1233
Foguth Wealth Management
Michigan
$249K -$30.6K -301 -12%
LMKC
1234
L.M. Kohn & Company
Ohio
$249K +$226K +2,224 New
CWMS
1235
Cannon Wealth Management Services
North Carolina
$247K +$225K +2,210 New
DWM
1236
Drive Wealth Management
Utah
$247K +$225K +2,209 New
GWM
1237
Gitterman Wealth Management
New Jersey
$247K +$224K +2,208 New
KCM
1238
Kornitzer Capital Management
Kansas
$246K +$224K +2,202 New
ORC
1239
O'Rourke & Company
Massachusetts
$246K +$224K +2,200 New
VIA
1240
Virtus Investment Advisers
Connecticut
$246K +$224K +2,200 New
VCM
1241
Vision Capital Management
Oregon
$246K +$224K +2,200 New
IHWM
1242
Iron Horse Wealth Management
Iowa
$244K -$85.6K -842 -28%
JC
1243
Jacobs & Co
California
$243K -$40.7K -400 -16%
EP
1244
Edgestream Partners
New Jersey
$242K -$292K -2,870 -57%
MFG
1245
Midwest Financial Group
Kansas
$242K +$220K +2,168 New
DWS
1246
Dynamic Wealth Strategies
California
$241K -$65.2K -642 -23%
HL
1247
HeadInvest LLC
Maine
$240K +$218K +2,146 New
TRIA
1248
Trail Ridge Investment Advisors
Colorado
$240K +$217K +2,139 New
1WM
1249
1858 Wealth Management
Ohio
$240K +$218K +2,144 New
AWM
1250
Aberdeen Wealth Management
Illinois
$239K +$217K +2,140 New
48 49
50
51 52