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Unum
UNM

Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
626
Newbridge Financial Services Group
Florida
$6.69K – – –
GWP
627
Gen-Wealth Partners
Michigan
$6.61K – – –
OAJ
628
Ogorek Anthony Joseph
New York
$6K -$1.12K -15 -15%
CAL
629
Capital Advisors Ltd
Ohio
$6K – – –
RS
630
Rakuten Securities
Japan
$5.99K +$1.95K +26 +51%
DWM
631
Dogwood Wealth Management
Kansas
$5.83K -$3.6K -48 -39%
KFA
632
Kelleher Financial Advisors
New York
$5.21K +$5.02K +67 New
PWA
633
Physician Wealth Advisors
Utah
$5.06K – – –
KFI
634
Key Financial Inc
Pennsylvania
$5.01K – – –
BHWM
635
Beaird Harris Wealth Management
Texas
$4.92K -$450 -6 -9%
S
636
Sachetta
Massachusetts
$4.75K – – –
LI
637
LRI Investments
Florida
$4.51K – – –
DPW
638
DiNuzzo Private Wealth
Pennsylvania
$3.7K -$150 -2 -4%
RFA
639
Reyes Financial Architecture
California
$3.66K – – –
SWA
640
SOA Wealth Advisors
New York
$3.34K – – –
HNW
641
High Note Wealth
Minnesota
$3.11K -$2.85K -38 -49%
SWM
642
Spire Wealth Management
Virginia
$3.03K -$225 -3 -7%
BGAI
643
Bruce G. Allen Investments
Colorado
$2.96K – – –
TPBG
644
Turning Point Benefit Group
Maryland
$2.5K +$2.4K +32 New
SC
645
SouthState Corp
Florida
$2.33K -$525 -7 -19%
FMP
646
Financial Management Professionals
Texas
$2.26K – – –
RWS
647
Retirement Wealth Solutions
Wisconsin
$2.18K +$2.1K +28 New
CYG
648
Clean Yield Group
Vermont
$2.02K – – –
CCM
649
Cloud Capital Management
Washington
$2K +$2.62K +35 New
EWP
650
Elevation Wealth Partners
California
$1.87K +$1.8K +24 New
24 25
26
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