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Unum
UNM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
501
Sugarloaf Wealth Management
Georgia
$18K – – –
EWA
502
EverSource Wealth Advisors
Alabama
$17.7K -$6.56K -144 -27%
GWS
503
Glassman Wealth Services
Virginia
$17K -$12.3K -271 -42%
HI
504
Harbour Investments
Wisconsin
$15.4K -$1.64K -36 -10%
TPCW
505
TD Private Client Wealth
New York
$15.1K -$911 -20 -6%
RWPA
506
Richard W. Paul & Associates
Michigan
$14K +$14.1K +310 New
BIA
507
Bell Investment Advisors
California
$13.9K +$1.5K +33 +12%
HWA
508
Heritage Wealth Advisors
Virginia
$13.7K – – –
HGA
509
Hobbs Group Advisors
South Carolina
$13.6K +$13.7K +300 New
NCM
510
Northwest Capital Management
Oregon
$13.1K – – –
CTWM
511
Cherry Tree Wealth Management
Minnesota
$12.8K – – –
MPWT
512
MassMutual Private Wealth & Trust
Connecticut
$12.4K +$273 +6 +2%
CAS
513
Coppell Advisory Solutions
Texas
$11.7K +$364 +8 +3%
HCM
514
Hollencrest Capital Management
California
$10.4K +$91 +2 +0.9%
JWA
515
JFS Wealth Advisors
Pennsylvania
$10.3K +$820 +18 +9%
SWA
516
SOA Wealth Advisors
New York
$10K – – –
CMP
517
Coston McIsaac & Partners
Maine
$10K – – –
PO
518
Private Ocean
California
$9.45K – – –
VWM
519
Venturi Wealth Management
Texas
$9.22K +$1.87K +41 +25%
ADL
520
Asset Dedication LLC
California
$9K – – –
HCP
521
Hexagon Capital Partners
Arkansas
$8K -$1.64K -36 -17%
TCWA
522
Turtle Creek Wealth Advisors
Texas
$7.91K +$7.97K +175 New
MCM
523
Manchester Capital Management
Vermont
$7.87K +$4.74K +104 +149%
AAG
524
Armstrong Advisory Group
Massachusetts
$7.55K – – –
GI
525
Gradient Investments
Minnesota
$7.55K +$7.38K +162 +3,240%
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