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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
2526
Strategic Family Wealth Counselors
New Jersey
$678K +$113K +198 +17%
AWM
2527
Aprio Wealth Management
Georgia
$676K +$104K +183 +16%
GPWM
2528
Grant Private Wealth Management
California
$673K +$756K +1,331 New
TNB
2529
Thomasville National Bank
Georgia
$673K -$1.14K -2 -0.2%
AWM
2530
Aviso Wealth Management
Washington
$672K +$281K +494 +59%
MHR
2531
Matthew Hamilton Rosenberg
$668K +$251K +442 +50%
LAM
2532
Lewis Asset Management
California
$666K +$80.7K +142 +12%
AFM
2533
Aspetuck Financial Management
Connecticut
$665K +$747K +1,314 New
YDMI
2534
Y.D. More Investments
Israel
$663K -$1.02M -1,796 -58%
4WM
2535
44 Wealth Management
Oregon
$662K +$11.9K +21 +2%
RFA
2536
Resurgent Financial Advisors
Georgia
$660K -$38.1K -67 -5%
BIP
2537
Blueprint Investment Partners
North Carolina
$659K -$998K -1,756 -57%
WAG
2538
Winthrop Advisory Group
Massachusetts
$658K +$17.6K +31 +2%
NPFS
2539
Novak & Powell Financial Services
Florida
$658K +$2.84K +5 +0.4%
FWTB
2540
First Western Trust Bank
Colorado
$658K +$10.2K +18 +1%
OBWG
2541
Onyx Bridge Wealth Group
New York
$657K -$107K -188 -13%
CWP
2542
Core Wealth Partners
California
$656K -$198K -349 -21%
LWL
2543
Leo Wealth LLC
Texas
$655K -$211K -371 -22%
WFA
2544
Wellspring Financial Advisors
Ohio
$655K -$70.5K -124 -9%
IIM
2545
InTrack Investment Management
Vermont
$655K -$635K -1,118 -48%
OPOWM
2546
One Plus One Wealth Management
Florida
$655K – – –
TCPW
2547
Twin City Private Wealth
North Carolina
$654K +$14.2K +25 +2%
SGK
2548
Steigerwald Gordon & Koch
Virginia
$654K -$4.54K -8 -0.6%
V
2549
VeraBank
Texas
$653K -$4.54K -8 -0.6%
AFG
2550
Altiora Financial Group
Ohio
$652K – – –
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