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Unum
UNM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFCM
451
Applied Finance Capital Management
Puerto Rico
$331K – – –
AFG
452
Atomi Financial Group
New York
$330K +$53.1K +770 +21%
ONSWM
453
Old North State Wealth Management
North Carolina
$330K +$55.2K +800 +22%
MFG
454
Merit Financial Group
Georgia
$328K +$310K +4,496 New
PCA
455
Pallas Capital Advisors
Massachusetts
$328K +$3.58K +52 +1%
CT
456
Coastline Trust
Rhode Island
$326K – – –
CCA
457
Cobblestone Capital Advisors
New York
$326K – – –
SAG
458
SageView Advisory Group
California
$324K -$22.8K -330 -7%
KRSITF
459
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$324K +$638K +9,248 New
NCG
460
Newport Capital Group
New Jersey
$323K -$73.6K -1,068 -19%
SI
461
Seeds Investor
New York
$321K +$23.6K +342 +8%
BFG
462
Beacon Financial Group
Texas
$317K +$552 +8 +0.2%
DAM
463
Delta Asset Management
Tennessee
$316K – – –
HWA
464
HHM Wealth Advisors
Tennessee
$315K +$345 +5 +0.1%
SPC
465
Sigma Planning Corp
Michigan
$313K -$6.48K -94 -2%
CANY
466
Caxton Associates (New York)
New York
$309K -$1.23M -17,913 -81%
QCG
467
Quadrant Capital Group
Ohio
$304K – – –
LSAG
468
Lake Street Advisors Group
New Hampshire
$302K -$25.2K -366 -8%
CFO
469
Callan Family Office
Pennsylvania
$300K +$283K +4,112 New
MYAM
470
Meiji Yasuda Asset Management
Japan
$299K -$7.24K -105 -2%
UB
471
UMB Bank
Missouri
$298K +$22K +319 +8%
AL
472
Arnhold LLC
New York
$292K – – –
SC
473
Schulhoff & Co
Ohio
$292K – – –
EWA
474
EP Wealth Advisors
California
$291K – – –
AWM
475
Apollon Wealth Management
South Carolina
$281K -$7.24K -105 -3%
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