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Unum
UNM

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
601
TD Private Client Wealth
New York
$19.9K -$522 -7 -3%
PWMG
602
Private Wealth Management Group
New Jersey
$18.7K – – –
CMA
603
Cedar Mountain Advisors
Oregon
$18.6K +$19K +255 New
AEPWM
604
Atlantic Edge Private Wealth Management
Florida
$18.3K -$18.7K -250 -50%
HCM
605
Hollencrest Capital Management
California
$17.7K +$149 +2 +0.8%
EWM
606
Evolution Wealth Management
Florida
$17.6K – – –
HHCP
607
Hilton Head Capital Partners
South Carolina
$17.2K +$75 +1 +0.4%
PMFA
608
Plante Moran Financial Advisors
Michigan
$16.3K +$16.6K +223 New
CMP
609
Coston McIsaac & Partners
Maine
$16K – – –
IPS
610
Investors Portfolio Services
Washington
$16K +$2.84K +38 +22%
BWM
611
Bullock Wealth Management
Indiana
$15.1K – – –
BIA
612
Bell Investment Advisors
California
$14.6K – – –
S
613
Sachetta
Massachusetts
$14.2K +$10K +134 +220%
MS
614
Monetary Solutions
Ohio
$13.3K – – –
FFO
615
Fortitude Family Office
Arizona
$13.2K +$5.45K +73 +68%
CTWM
616
Cherry Tree Wealth Management
Minnesota
$13.1K – – –
WPA
617
Wealth Preservation Advisors
Tennessee
$12.8K -$8.36K -112 -39%
GBT
618
Grove Bank & Trust
Florida
$12.5K +$1.34K +18 +12%
CI
619
CX Institutional
Indiana
$12K +$12.2K +163 New
MPWT
620
MassMutual Private Wealth & Trust
Connecticut
$11.2K -$6.57K -88 -36%
KA
621
Kozak & Associates
Colorado
$11K +$75 +1 +0.7%
FMII
622
Farmers & Merchants Investments Inc
Nebraska
$10.2K – – –
GA
623
GoalVest Advisory
New York
$10.2K – – –
NOI
624
Newton One Investments
Delaware
$10.1K +$75 +1 +0.7%
ANBT
625
American National Bank & Trust
Texas
$8.91K – – –
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