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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
1276
Madrona Financial Services
Washington
$235K – – –
RCWM
1277
Royal Capital Wealth Management
Indiana
$235K -$19.3K -184 -8%
SMA
1278
Seven Mile Advisory
New Jersey
$235K +$221K +2,100 New
SA
1279
Sicart Associates
New York
$234K – – –
WF
1280
Wayfinding Financial
Washington
$234K -$315 -3 -0.1%
BTWM
1281
Baker Tilly Wealth Management
Wisconsin
$234K +$4.31K +41 +2%
SPC
1282
Spirepoint Private Client
Florida
$233K -$111K -1,056 -34%
AAM
1283
Austin Asset Management
Texas
$232K – – –
AWAG
1284
ARS Wealth Advisors Group
Florida
$232K – – –
MSCM
1285
McElhenny Sheffield Capital Management
Texas
$231K +$7.35K +70 +4%
IAS
1286
Integrity Advisory Solutions
Texas
$231K +$217K +2,069 New
M1FG
1287
Mach-1 Financial Group
Arkansas
$231K +$217K +2,069 New
CWMK
1288
Caliber Wealth Management (Kansas)
Kansas
$231K -$12.4K -118 -5%
BMWM
1289
Brown Miller Wealth Management
Virginia
$230K – – –
LWM
1290
Lodestone Wealth Management
Washington
$230K +$1.16K +11 +0.5%
AWA
1291
Arkadios Wealth Advisors
Georgia
$230K +$216K +2,057 New
UAG
1292
United Advisor Group
Ohio
$229K +$216K +2,052 New
PFM
1293
Patton Fund Management
Texas
$228K – – –
DAS
1294
Dynamic Advisor Solutions
Arizona
$227K +$10.4K +99 +5%
CCG
1295
Catalina Capital Group
California
$227K +$1.58K +15 +0.7%
VHAM
1296
Van Hulzen Asset Management
California
$227K – – –
NFW
1297
Noble Family Wealth
Florida
$227K +$213K +2,030 New
RFP
1298
Root Financial Partners
California
$226K +$213K +2,027 New
WC
1299
Wynn Capital
Georgia
$224K – – –
BCM
1300
Blume Capital Management
California
$223K – – –
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