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Unum
UNM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
601
Private Wealth Management Group
New Jersey
$18.7K – – –
CMA
602
Cedar Mountain Advisors
Oregon
$18.6K +$19K +255 New
AEPWM
603
Atlantic Edge Private Wealth Management
Florida
$18.3K -$18.7K -250 -50%
HCM
604
Hollencrest Capital Management
California
$17.7K +$149 +2 +0.8%
EWM
605
Evolution Wealth Management
Florida
$17.6K – – –
HHCP
606
Hilton Head Capital Partners
South Carolina
$17.2K +$75 +1 +0.4%
PMFA
607
Plante Moran Financial Advisors
Michigan
$16.3K +$16.6K +223 New
CMP
608
Coston McIsaac & Partners
Maine
$16K – – –
IPS
609
Investors Portfolio Services
Washington
$16K +$2.84K +38 +22%
BIA
610
Bell Investment Advisors
California
$14.6K – – –
S
611
Sachetta
Massachusetts
$14.2K +$10K +134 +220%
MS
612
Monetary Solutions
Ohio
$13.3K – – –
FFO
613
Fortitude Family Office
Arizona
$13.2K +$5.45K +73 +68%
CTWM
614
Cherry Tree Wealth Management
Minnesota
$13.1K – – –
WPA
615
Wealth Preservation Advisors
Tennessee
$12.8K -$8.36K -112 -39%
GBT
616
Grove Bank & Trust
Florida
$12.5K +$1.34K +18 +12%
CI
617
CX Institutional
Indiana
$12K +$12.2K +163 New
MPWT
618
MassMutual Private Wealth & Trust
Connecticut
$11.2K -$6.57K -88 -36%
KA
619
Kozak & Associates
Colorado
$11K +$75 +1 +0.7%
FMII
620
Farmers & Merchants Investments Inc
Nebraska
$10.2K – – –
GA
621
GoalVest Advisory
New York
$10.2K – – –
NOI
622
Newton One Investments
Delaware
$10.1K +$75 +1 +0.7%
ANBT
623
American National Bank & Trust
Texas
$8.91K – – –
IWM
624
IMG Wealth Management
Florida
$8.84K +$9.03K +121 New
MWM
625
Magnolia Wealth Management
Alabama
$8.76K +$8.96K +120 New
23 24
25
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