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Unum
UNM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCMT
651
Founders Capital Management (Texas)
Texas
$26.8K – – –
RRMM
652
Regatta Research & Money Management
Louisiana
$26.8K +$24.9K +300 New
PMFA
653
Plante Moran Financial Advisors
Michigan
$26.6K +$6.21K +75 +34%
JWA
654
JFS Wealth Advisors
Pennsylvania
$26.1K +$746 +9 +3%
KFP
655
Kerr Financial Planning
California
$24.9K – – –
PWMG
656
Private Wealth Management Group
New Jersey
$22.9K – – –
CMA
657
Cedar Mountain Advisors
Oregon
$22.8K – – –
AEPWM
658
Atlantic Edge Private Wealth Management
Florida
$22.4K – – –
HCM
659
Hollencrest Capital Management
California
$21.8K +$83 +1 +0.4%
EWM
660
Evolution Wealth Management
Florida
$21.5K – – –
HHCP
661
Hilton Head Capital Partners
South Carolina
$21.2K +$166 +2 +0.9%
S
662
Sachetta
Massachusetts
$20.8K +$3.15K +38 +19%
CMP
663
Coston McIsaac & Partners
Maine
$20K – – –
CI
664
CX Institutional
Indiana
$20K +$4.97K +60 +37%
IPS
665
Investors Portfolio Services
Washington
$19.2K +$83 +1 +0.5%
BIA
666
Bell Investment Advisors
California
$17.9K – – –
FFO
667
Fortitude Family Office
Arizona
$17.3K +$994 +12 +7%
MS
668
Monetary Solutions
Ohio
$16.3K – – –
AAG
669
Armstrong Advisory Group
Massachusetts
$16K -$11.8K -143 -44%
CTWM
670
Cherry Tree Wealth Management
Minnesota
$16K – – –
EWP
671
Elevation Wealth Partners
California
$15.7K +$8.7K +105 +148%
GBT
672
Grove Bank & Trust
Florida
$15.3K – – –
APFP
673
Action Point Financial Planning
Michigan
$15.2K +$14.4K +174 New
KFAS
674
Keating Financial Advisory Services
Kansas
$14.8K +$3.98K +48 +41%
MPWT
675
MassMutual Private Wealth & Trust
Connecticut
$13.8K – – –
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