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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1401
Tripletail Wealth Management
Florida
$155K -$10K -91 -6%
FHA
1402
Flagship Harbor Advisors
Massachusetts
$152K -$306K -2,777 -67%
WETS
1403
Wealth Enhancement Trust Services
South Dakota
$151K +$150K +1,366 New
RIL
1404
Rothschild Investment LLC
Illinois
$150K +$3.19K +29 +2%
TCOT
1405
Trust Company of Toledo
Ohio
$149K – – –
BC
1406
Barrett & Company
Rhode Island
$148K – – –
CAL
1407
Capital Analysts LLC
Pennsylvania
$141K +$771 +7 +0.5%
VWA
1408
VSM Wealth Advisory
Maryland
$140K – – –
SSG
1409
Summit Securities Group
New York
$137K +$45.5K +413 +50%
DCM
1410
Davis Capital Management
Florida
$134K -$5.4K -49 -4%
CFG
1411
CKW Financial Group
Hawaii
$133K – – –
FWA
1412
Flagship Wealth Advisors
Massachusetts
$132K – – –
LGWM
1413
Litman Gregory Wealth Management
California
$131K +$131K +1,192 New
SIM
1414
Sentry Investment Management
Wisconsin
$128K – – –
CFFP
1415
Center for Financial Planning
Michigan
$124K +$4.3K +39 +4%
FDP
1416
Financiere des Professionnels
Quebec, Canada
$121K – – –
WSCM
1417
Wellington Shields Capital Management
New York
$121K – – –
SWP
1418
Strategic Wealth Partners
Ohio
$120K +$21.6K +196 +22%
WAU
1419
Wellington-Altus USA
Manitoba, Canada
$120K +$120K +1,088 New
BWA
1420
Basecamp Wealth Advisors
Washington
$118K +$118K +1,068 New
BSB
1421
Bangor Savings Bank
Maine
$116K -$220 -2 -0.2%
ADL
1422
Asset Dedication LLC
California
$116K -$13.7K -124 -11%
IBOK
1423
Independence Bank of Kentucky
Kentucky
$116K – – –
KA
1424
Kozak & Associates
Colorado
$113K +$551 +5 +0.5%
MCM
1425
Manchester Capital Management
Vermont
$113K +$82.6K +750 +277%
55 56
57
58 59