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Unum
UNM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
651
Private Wealth Management Group
New Jersey
$20.7K -$3.79K -48 -16%
EWM
652
Evolution Wealth Management
Florida
$19.5K +$19K +241 New
HCM
653
Hollencrest Capital Management
California
$19.2K +$79 +1 +0.4%
WA
654
Whipplewood Advisors
Colorado
$18.4K +$14.1K +178 +356%
EP
655
Essential Partners
California
$18.4K +$18K +228 New
CMP
656
Coston McIsaac & Partners
Maine
$18K – – –
RIL
657
Rothschild Investment LLC
Illinois
$17.7K +$395 +5 +2%
JWA
658
JFS Wealth Advisors
Pennsylvania
$17.4K – – –
VWA
659
VSM Wealth Advisory
Maryland
$17K +$16.6K +210 New
BI
660
Binnacle Investments
Iowa
$16.8K +$1.11K +14 +7%
WT
661
Whittier Trust
California
$15.2K – – –
CTWM
662
Cherry Tree Wealth Management
Minnesota
$14.5K – – –
ADL
663
Asset Dedication LLC
California
$13.7K – – –
AAG
664
Armstrong Advisory Group
Massachusetts
$13.5K – – –
CIAM
665
Caitong International Asset Management
Hong Kong
$13.1K +$1.9K +24 +17%
RF
666
Rossby Financial
Florida
$12.9K -$33.2K -420 -72%
GBT
667
Grove Bank & Trust
Florida
$12.4K +$1.5K +19 +14%
HFS
668
Hopwood Financial Services
Virginia
$12.1K – – –
FMII
669
Farmers & Merchants Investments Inc
Nebraska
$11.3K +$1.26K +16 +13%
GA
670
GoalVest Advisory
New York
$11.3K +$11.1K +140 New
KA
671
Kozak & Associates
Colorado
$11K – – –
NOI
672
Newton One Investments
Delaware
$11K +$79 +1 +0.7%
DWM
673
Dogwood Wealth Management
Kansas
$9.96K +$9.71K +123 New
FFO
674
Fortitude Family Office
Arizona
$9.85K +$3.4K +43 +54%
CT
675
Clearstead Trust
Maine
$9.53K +$158 +2 +2%
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