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Unum
UNM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
401
Heritage Wealth Advisors
Virginia
$7K – – –
NC
402
NewSquare Capital
Pennsylvania
$7K +$6.2K +300 New
PGAM
403
Princeton Global Asset Management
New Jersey
$7K +$6.2K +300 New
FTDI
404
First Trust Direct Indexing
Massachusetts
$7K +$6.22K +301 New
TAIM
405
TD Ameritrade Investment Management
Nebraska
$6K -$972 -47 -16%
AP
406
Atwood & Palmer
Missouri
$6K – – –
EW
407
Evoke Wealth
California
$6K – – –
OC
408
Oakworth Capital
Alabama
$6K – – –
PCG
409
Private Capital Group
Connecticut
$6K – – –
CCM
410
Covington Capital Management
California
$6K +$83 +4 +1%
GLLW
411
Graves Light Lenhart Wealth
Virginia
$6K +$5.11K +247 New
MCM
412
Manchester Capital Management
Vermont
$6K +$5.25K +254 New
EI
413
Ellevest Inc
New York
$5K -$4.01K -194 -49%
TWM
414
Tradition Wealth Management
Minnesota
$5K +$4.13K +200 New
CCA
415
Childress Capital Advisors
Texas
$5K +$4.88K +236 New
SWA
416
Sutton Wealth Advisors
Florida
$4.75K – – –
MAM
417
McCarthy Asset Management
California
$4K +$3.52K +170 New
ZB
418
Zions Bancorporation
Utah
$3K -$4.9K -237 -67%
SLF
419
Sun Life Financial
Ontario, Canada
$3K -$21 -1 -0.8%
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
HIA
421
Harbor Investment Advisory
Maryland
$3K +$1.24K +60 +90%
MPWT
422
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.25K +109 New
WT
423
Washington Trust
Rhode Island
$3K +$2.44K +118 New
TCOV
424
Trust Company of Vermont
Vermont
$3K +$2.87K +139 New
DA
425
Denali Advisors
California
$2K -$650K -31,422 -100%
15 16
17
18 19