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Unum
UNM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMI
551
Legacy Wealth Management (Idaho)
Idaho
$26.3K +$20.1K +370 New
NSIM
552
North Star Investment Management
Illinois
$25K +$109 +2 +0.5%
SIS
553
Sound Income Strategies
Florida
$24.9K +$163 +3 +0.7%
MPWT
554
MassMutual Private Wealth & Trust
Connecticut
$24.4K +$3.96K +73 +22%
AF
555
Aviso Financial
Ontario, Canada
$24.1K +$22K +406 New
SWM
556
Sugarloaf Wealth Management
Georgia
$23.7K – – –
RA
557
Rise Advisors
New York
$23.6K +$163 +3 +0.8%
HWA
558
Heritage Wealth Advisors
Virginia
$23K +$4.51K +83 +27%
W
559
WealthCollab
Washington
$22K – – –
PWMG
560
Private Wealth Management Group
New Jersey
$20.3K – – –
HWM
561
Hemington Wealth Management
Virginia
$20K +$17K +313 New
LWANC
562
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.3K +$17.6K +325 New
TPCW
563
TD Private Client Wealth
New York
$18.8K – – –
BIA
564
Bell Investment Advisors
California
$18.2K -$543 -10 -3%
HGA
565
Hobbs Group Advisors
South Carolina
$17.8K – – –
NCM
566
Northwest Capital Management
Oregon
$17.2K – – –
TWD
567
True Wealth Design
Ohio
$16.5K +$15K +277 New
LSA
568
Leonteq Securities AG
Switzerland
$14.7K -$7.93K -146 -37%
HCM
569
Hollencrest Capital Management
California
$13.9K +$54 +1 +0.4%
CTWM
570
Cherry Tree Wealth Management
Minnesota
$13.8K -$2.82K -52 -18%
JWA
571
JFS Wealth Advisors
Pennsylvania
$13.7K +$326 +6 +3%
CMP
572
Coston McIsaac & Partners
Maine
$13K – – –
RIL
573
Rothschild Investment LLC
Illinois
$12.4K – – –
ADL
574
Asset Dedication LLC
California
$12.1K – – –
SWA
575
SOA Wealth Advisors
New York
$11.6K – – –
21 22
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