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Unum
UNM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
651
Evolution Wealth Management
Florida
$19.5K +$19K +241 New
HCM
652
Hollencrest Capital Management
California
$19.2K +$79 +1 +0.4%
WA
653
Whipplewood Advisors
Colorado
$18.4K +$14.1K +178 +356%
EP
654
Essential Partners
California
$18.4K +$18K +228 New
CMP
655
Coston McIsaac & Partners
Maine
$18K – – –
RIL
656
Rothschild Investment LLC
Illinois
$17.7K +$395 +5 +2%
JWA
657
JFS Wealth Advisors
Pennsylvania
$17.4K – – –
VWA
658
VSM Wealth Advisory
Maryland
$17K +$16.6K +210 New
BI
659
Binnacle Investments
Iowa
$16.8K +$1.11K +14 +7%
WT
660
Whittier Trust
California
$15.2K – – –
CTWM
661
Cherry Tree Wealth Management
Minnesota
$14.5K – – –
ADL
662
Asset Dedication LLC
California
$13.7K – – –
AAG
663
Armstrong Advisory Group
Massachusetts
$13.5K – – –
CIAM
664
Caitong International Asset Management
Hong Kong
$13.1K +$1.9K +24 +17%
RF
665
Rossby Financial
Florida
$12.9K -$33.2K -420 -72%
GBT
666
Grove Bank & Trust
Florida
$12.4K +$1.5K +19 +14%
HFS
667
Hopwood Financial Services
Virginia
$12.1K – – –
FMII
668
Farmers & Merchants Investments Inc
Nebraska
$11.3K +$1.26K +16 +13%
GA
669
GoalVest Advisory
New York
$11.3K +$11.1K +140 New
KA
670
Kozak & Associates
Colorado
$11K – – –
NOI
671
Newton One Investments
Delaware
$11K +$79 +1 +0.7%
DWM
672
Dogwood Wealth Management
Kansas
$9.96K +$9.71K +123 New
FFO
673
Fortitude Family Office
Arizona
$9.85K +$3.4K +43 +54%
CT
674
Clearstead Trust
Maine
$9.53K +$158 +2 +2%
BCMLT
675
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.03K +$79 +1 +0.9%
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