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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWA
2526
Good Steward Wealth Advisors
Tennessee
$598K +$583K +1,141 New
CCC
2527
Compass Capital Corp
Massachusetts
$597K +$120K +235 +22%
QPWM
2528
Quadrant Private Wealth Management
Pennsylvania
$597K -$47K -92 -7%
RWM
2529
Revisor Wealth Management
Ohio
$595K +$581K +1,137 New
VWM
2530
Valley Wealth Managers
New Jersey
$595K -$4.6K -9 -0.8%
BA
2531
Ballast Advisors
Minnesota
$594K +$15.8K +31 +3%
BBNB
2532
Baker Boyer National Bank
Washington
$593K -$25.6K -50 -4%
PCI
2533
Planning Center Inc
Illinois
$592K – – –
IHWM
2534
Iron Horse Wealth Management
Iowa
$592K -$3.07K -6 -0.5%
WPC
2535
Waters Parkerson & Co
Louisiana
$590K -$51.1K -100 -8%
FHC
2536
First Heartland Consultants
Missouri
$590K -$58.3K -114 -9%
OFW
2537
Omnia Family Wealth
Florida
$589K +$132K +258 +30%
CPA
2538
Capital Performance Advisors
California
$586K +$572K +1,119 New
PSIWM
2539
Paradigm Strategies in Wealth Management
Minnesota
$586K +$1.02K +2 +0.2%
AGC
2540
Aspen Grove Capital
Colorado
$582K -$56.2K -110 -9%
CAWM
2541
Capital A Wealth Management
Pennsylvania
$582K +$3.07K +6 +0.5%
DA
2542
Drake & Associates
Wisconsin
$581K +$104K +204 +23%
NFTC
2543
North Forty Two & Co
Oregon
$581K -$25.6K -50 -4%
MWM
2544
Maripau Wealth Management
Indiana
$580K +$126K +247 +29%
BFA
2545
Benedict Financial Advisors
Georgia
$580K +$22K +43 +4%
FH
2546
FWG Holdings
Florida
$579K -$26.1K -51 -3%
LFG
2547
Lockerman Financial Group
California
$577K -$18.4K -36 -3%
OIC
2548
Orion Investment Company
Missouri
$576K – – –
GKFF
2549
George Kaiser Family Foundation
Oklahoma
$576K +$324K +633 +136%
PGCM
2550
Prescott Group Capital Management
Oklahoma
$576K +$324K +633 +136%
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