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Unum
UNM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
351
SageView Advisory Group
California
$389K +$46.3K +1,017 +14%
BAM
352
Belpointe Asset Management
Nevada
$380K +$12K +263 +3%
LCM
353
Landscape Capital Management
New Jersey
$375K +$377K +8,285 New
GRP
354
Global Retirement Partners
California
$370K +$280K +6,151 +302%
JWCA
355
J.W. Cole Advisors
Florida
$366K +$3.87K +85 +1%
CB
356
Cadence Bank
Mississippi
$363K – – –
CG
357
Caprock Group
Idaho
$362K +$10.5K +230 +3%
SCM
358
Shelton Capital Management
Colorado
$358K -$32.8K -720 -8%
EAM
359
Erste Asset Management
Austria
$344K – – –
SC
360
Savant Capital
Illinois
$344K -$14.8K -326 -4%
TPM
361
Triasima Portfolio Management
Quebec, Canada
$344K -$2.76M -60,665 -89%
WIA
362
Wetzel Investment Advisors
Indiana
$339K +$341K +7,490 New
HIM
363
Hanlon Investment Management
New Jersey
$333K -$34.6K -760 -9%
KAS
364
Kestra Advisory Services
Texas
$327K -$908K -19,936 -73%
DWT
365
Dorsey & Whitney Trust
South Dakota
$327K – – –
PG
366
Patten Group
Tennessee
$327K +$4.24K +93 +1%
HI
367
Handelsinvest Investeringsforvaltning
Denmark
$311K +$313K +6,870 New
MC
368
Maverick Capital
Texas
$309K +$312K +6,844 New
TC
369
TownSquare Capital
Utah
$306K +$10.3K +227 +3%
RIA
370
Regal Investment Advisors
Michigan
$304K +$306K +6,713 New
FIM
371
Freedom Investment Management
Connecticut
$303K +$3.92K +86 +1%
KWM
372
Kingsview Wealth Management
Oregon
$303K – – –
WAM
373
Watershed Asset Management
California
$302K +$74.6K +1,639 +33%
PRS
374
Pinkerton Retirement Specialists
Idaho
$301K +$56.7K +1,245 +23%
BIG
375
Brooklyn Investment Group
New York
$301K +$303K +6,653 New
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