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Unum
UNM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
651
Kerr Financial Planning
California
$24.9K – – –
PWMG
652
Private Wealth Management Group
New Jersey
$22.9K – – –
CMA
653
Cedar Mountain Advisors
Oregon
$22.8K – – –
AEPWM
654
Atlantic Edge Private Wealth Management
Florida
$22.4K – – –
HCM
655
Hollencrest Capital Management
California
$21.8K +$83 +1 +0.4%
EWM
656
Evolution Wealth Management
Florida
$21.5K – – –
HHCP
657
Hilton Head Capital Partners
South Carolina
$21.2K +$166 +2 +0.9%
S
658
Sachetta
Massachusetts
$20.8K +$3.15K +38 +19%
CMP
659
Coston McIsaac & Partners
Maine
$20K – – –
CI
660
CX Institutional
Indiana
$20K +$4.97K +60 +37%
IPS
661
Investors Portfolio Services
Washington
$19.2K +$83 +1 +0.5%
BIA
662
Bell Investment Advisors
California
$17.9K – – –
FFO
663
Fortitude Family Office
Arizona
$17.3K +$994 +12 +7%
MS
664
Monetary Solutions
Ohio
$16.3K – – –
AAG
665
Armstrong Advisory Group
Massachusetts
$16K -$11.8K -143 -44%
EWP
666
Elevation Wealth Partners
California
$15.7K +$8.7K +105 +148%
GBT
667
Grove Bank & Trust
Florida
$15.3K – – –
APFP
668
Action Point Financial Planning
Michigan
$15.2K +$14.4K +174 New
KFAS
669
Keating Financial Advisory Services
Kansas
$14.8K +$3.98K +48 +41%
MPWT
670
MassMutual Private Wealth & Trust
Connecticut
$13.8K – – –
KA
671
Kozak & Associates
Colorado
$13K +$83 +1 +0.7%
NOI
672
Newton One Investments
Delaware
$12.5K – – –
FMII
673
Farmers & Merchants Investments Inc
Nebraska
$11.6K -$829 -10 -7%
LI
674
LRI Investments
Florida
$10.9K +$1.16K +14 +13%
ANBT
675
American National Bank & Trust
Texas
$10.9K – – –
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