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Unum
UNM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
576
True Wealth Design
Ohio
$43.4K -$1.04K -14 -2%
1IA
577
1620 Investment Advisors
Massachusetts
$41.7K – – –
PWPS
578
Pinnacle Wealth Planning Services
Ohio
$38.3K +$4.03K +54 +11%
NSG
579
Nalls Sherbakoff Group
Tennessee
$36.5K – – –
ME
580
McIlrath & Eck
Washington
$33.8K – – –
NSIM
581
North Star Investment Management
Illinois
$31.3K +$149 +2 +0.5%
NEWAS
582
N.E.W. Advisory Services
Wisconsin
$31.2K – – –
AFC
583
Ares Financial Consulting
California
$30.9K +$21.8K +292 +232%
TSMHT
584
Thurston Springer Miller Herd & Titak
Indiana
$30.3K -$15.5K -208 -33%
LWMI
585
Legacy Wealth Management (Idaho)
Idaho
$30K – – –
TCM
586
Triumph Capital Management
Colorado
$29.2K – – –
BC
587
Barrett & Company
Rhode Island
$28.9K – – –
MWC
588
MBM Wealth Consultants
Missouri
$28.7K +$29.3K +392 New
W
589
WealthCollab
Washington
$27K – – –
RF
590
Rossby Financial
Florida
$26.1K +$8.36K +112 +46%
SWM
591
SHP Wealth Management
Massachusetts
$26.1K +$2.39K +32 +10%
AAG
592
Armstrong Advisory Group
Massachusetts
$23.5K +$11.6K +155 +93%
EP
593
Essential Partners
California
$23.4K -$37.7K -505 -61%
MTI
594
Merrithew & Thorsten Inc
California
$23K +$149 +2 +0.6%
FCMT
595
Founders Capital Management (Texas)
Texas
$21.9K – – –
SC
596
Swan Capital
Florida
$21.9K +$22.4K +300 New
KFP
597
Kerr Financial Planning
California
$21.7K +$75 +1 +0.4%
MWPCG
598
Measured Wealth Private Client Group
New Hampshire
$20.7K -$133K -1,783 -86%
JWA
599
JFS Wealth Advisors
Pennsylvania
$20.7K +$522 +7 +3%
TPCW
600
TD Private Client Wealth
New York
$19.9K -$522 -7 -3%
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