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Unum
UNM

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
351
Belpointe Asset Management
Nevada
$289K -$290K -7,025 -49%
DWT
352
Dorsey & Whitney Trust
South Dakota
$286K – – –
SOW
353
State of Wyoming
Wyoming
$284K -$9.95K -241 -3%
LP
354
LMR Partners
United Kingdom
$280K -$767K -18,563 -72%
CG
355
Caprock Group
Idaho
$269K +$4.34K +105 +2%
PA
356
Profund Advisors
Maryland
$266K -$51.7K -1,253 -16%
TA
357
TFB Advisors
Kansas
$263K +$275K +6,660 New
PCMC
358
Paragon Capital Management (Colorado)
Colorado
$263K -$1.45K -35 -0.5%
BL
359
Balentine LLC
Georgia
$258K -$65.2K -1,579 -19%
SFO
360
Stokes Family Office
Louisiana
$257K -$11.3K -274 -4%
UB
361
UMB Bank
Missouri
$256K – – –
WAM
362
Watershed Asset Management
California
$256K +$18.4K +445 +7%
FTDI
363
First Trust Direct Indexing
Massachusetts
$253K +$264K +6,400 New
BFG
364
Bleakley Financial Group
New Jersey
$253K +$16.2K +393 +7%
SS
365
Simplicity Solutions
Minnesota
$253K +$264K +6,389 New
DFCM
366
Dark Forest Capital Management
Puerto Rico
$251K +$240K +5,814 +1,091%
RFC
367
Regions Financial Corp
Alabama
$251K -$5.66K -137 -2%
CIC
368
Crawford Investment Counsel
Georgia
$250K +$261K +6,326 New
BP
369
Ballentine Partners
Massachusetts
$250K -$14.2K -344 -5%
FFM
370
Forum Financial Management
Illinois
$246K +$2.97K +72 +1%
DCM
371
Dupont Capital Management
Delaware
$246K -$2.16M -52,185 -89%
AIM
372
Aigen Investment Management
New York
$244K +$255K +6,163 New
QC
373
Quent Capital
New York
$242K +$1.86K +45 +0.7%
JWCA
374
J.W. Coons Advisors
Ohio
$239K +$24.8K +600 +11%
SW
375
SVB Wealth
Massachusetts
$237K +$248K +6,000 New
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