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Unum
UNM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
651
Key Financial Inc
Pennsylvania
$4.96K – – –
BGAI
652
Bruce G. Allen Investments
Colorado
$4.96K +$1.99K +26 +68%
BHWM
653
Beaird Harris Wealth Management
Texas
$4.9K – – –
S
654
Sachetta
Massachusetts
$4.73K – – –
LI
655
LRI Investments
Florida
$4.5K – – –
DPW
656
DiNuzzo Private Wealth
Pennsylvania
$4.11K – – –
RFA
657
Reyes Financial Architecture
California
$3.64K – – –
OP
658
ORG Partners
Indiana
$3.41K +$3.37K +44 New
SWA
659
SOA Wealth Advisors
New York
$3.35K – – –
IAS
660
IMA Advisory Services
Colorado
$3.25K +$3.21K +42 New
SWM
661
Spire Wealth Management
Virginia
$3.02K – – –
BFS
662
Bare Financial Services
Pennsylvania
$2.94K +$2.91K +38 New
MAM
663
Marquette Asset Management
Minnesota
$2.71K +$2.68K +35 New
TPBG
664
Turning Point Benefit Group
Maryland
$2.48K – – –
SC
665
SouthState Corp
Florida
$2.33K – – –
FMP
666
Financial Management Professionals
Texas
$2.25K – – –
CFM
667
Cornerstone Financial Management
Massachusetts
$2.17K +$2.14K +28 New
CYG
668
Clean Yield Group
Vermont
$2.02K – – –
OAJ
669
Ogorek Anthony Joseph
New York
$2K -$4.13K -54 -63%
EWP
670
Elevation Wealth Partners
California
$1.86K – – –
CH
671
Cromwell Holdings
Wyoming
$1.86K +$1.07K +14 +140%
DFA
672
DHJJ Financial Advisors
Illinois
$1.79K – – –
RWS
673
Retirement Wealth Solutions
Wisconsin
$1.78K -$382 -5 -18%
DWM
674
Dogwood Wealth Management
Kansas
$1.71K -$4.05K -53 -71%
BHWM
675
Bay Harbor Wealth Management
Maryland
$1.63K +$688 +9 +75%
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