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Unum
UNM

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
351
Caprock Group
Idaho
$255K – – –
CMF
352
Counterpoint Mutual Funds
California
$255K +$119K +3,257 +98%
UB
353
UMB Bank
Missouri
$253K – – –
RFC
354
Regions Financial Corp
Alabama
$251K – – –
DADC
355
D.A. Davidson & Co
Montana
$245K +$878 +24 +0.4%
EDRIA
356
Edmonds Duncan Registered Investment Advisors
Kansas
$242K +$228K +6,225 New
BCM
357
Bayesian Capital Management
New York
$241K +$227K +6,215 New
ETC
358
Exchange Traded Concepts
Oklahoma
$240K +$11.4K +311 +5%
FFM
359
Forum Financial Management
Illinois
$239K – – –
SFO
360
Stokes Family Office
Louisiana
$238K +$224K +6,126 New
CCA
361
Cobblestone Capital Advisors
New York
$235K – – –
TI
362
Tidal Investments
Wisconsin
$234K +$220K +6,026 New
WI
363
Wintrust Investments
Illinois
$230K +$217K +5,932 New
AWS
364
Atria Wealth Solutions
New York
$227K -$1.57K -43 -0.7%
QC
365
Quent Capital
New York
$226K +$5.08K +139 +2%
PFGIA
366
Patriot Financial Group Insurance Agency
Massachusetts
$226K +$28.4K +777 +15%
TIA
367
Trust Investment Advisors
Indiana
$223K +$210K +5,750 New
WAM
368
Watershed Asset Management
California
$222K +$209K +5,710 New
AT
369
Arden Trust
Delaware
$221K +$208K +5,683 New
SW
370
SVB Wealth
Massachusetts
$217K +$204K +5,579 New
CT
371
Coastline Trust
Rhode Island
$216K +$204K +5,570 New
FA
372
Fountainhead AM
New Jersey
$215K +$203K +5,539 New
DC
373
Diametric Capital
Massachusetts
$215K +$203K +5,551 New
TC
374
TownSquare Capital
Utah
$213K +$201K +5,491 New
BLC
375
Brown, Lisle/Cummings
Rhode Island
$210K -$58.5K -1,600 -23%
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