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Aflac
AFL

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1576
Centerpoint Advisors
Massachusetts
$4K +$3.78K +36 New
1NWS
1577
1 North Wealth Services
Maryland
$3.8K – – –
T
1578
Transce3nd
Texas
$3.69K – – –
AWM
1579
Activest Wealth Management
Florida
$3.59K -$4.2K -40 -54%
LIM
1580
Longfellow Investment Management
Massachusetts
$3.48K – – –
GWSA
1581
Global Wealth Strategies & Associates
Colorado
$3.38K -$9.88K -94 -75%
RP
1582
Raelipskie Partnership
Ontario, Canada
$3.16K – – –
MSFP
1583
Mark Sheptoff Financial Planning
Connecticut
$3.16K +$3.15K +30 New
BWAM
1584
Boyd Watterson Asset Management
Ohio
$2.85K – – –
BHWM
1585
Bay Harbor Wealth Management
Maryland
$2.85K +$1.26K +12 +80%
SWIM
1586
Smallwood Wealth Investment Management
New Jersey
$2.74K +$841 +8 +44%
DWM
1587
Dogwood Wealth Management
Kansas
$2.68K +$1.16K +11 +73%
CWP
1588
Clark Wealth Partners
Illinois
$2.53K -$105 -1 -4%
LWMI
1589
Legacy Wealth Management (Idaho)
Idaho
$2.43K -$946 -9 -28%
TFM
1590
TFC Financial Management
Massachusetts
$2.43K – – –
PWM
1591
Parkworth Wealth Management
California
$2.43K +$1.26K +12 +109%
LIS
1592
Legacy Investment Solutions
Idaho
$2.43K +$2.42K +23 New
WCM
1593
WealthTrak Capital Management
Virginia
$2.11K -$946 -9 -31%
IMC
1594
Investment Management Corporation
Virginia
$2.11K +$2.1K +20 New
CT
1595
Clearstead Trust
Maine
$1.9K +$1.89K +18 New
PWA
1596
Principia Wealth Advisory
Texas
$1.9K +$315 +3 +20%
NL
1597
NVWM LLC
Pennsylvania
$1.79K -$525 -5 -23%
CAIM
1598
Catherine Avery Investment Management
Florida
$1.79K – – –
HIA
1599
HFM Investment Advisors
New Jersey
$1.79K +$1.05K +10 +143%
WWM
1600
Wolff Wiese Magana
California
$1.58K – – –
62 63
64
65 66