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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2551
Octavia Wealth Advisors
Ohio
$422K +$34K +69 +9%
WDA
2552
Wendell David Associates
New Hampshire
$422K -$20.7K -42 -5%
GFA
2553
Gallagher Fiduciary Advisors
Illinois
$420K -$645K -1,310 -61%
AFG
2554
Allegheny Financial Group
Pennsylvania
$420K +$1.48K +3 +0.4%
CC
2555
Callan Capital
California
$420K +$149K +302 +57%
PCH
2556
PGIM Custom Harvest
New Jersey
$419K -$137K -278 -25%
LT
2557
Legacy Trust
Michigan
$418K – – –
EPP
2558
ETF Portfolio Partners
Kansas
$415K +$6.89K +14 +2%
JDR
2559
Jay D. Rosenbaum
$415K +$125K +254 +45%
RB
2560
Rodgers Brothers
Pennsylvania
$414K +$405K +822 New
LHEI
2561
Leo H. Evart Inc
California
$414K +$1.48K +3 +0.4%
MHR
2562
Matthew Hamilton Rosenberg
$413K – – –
WWG
2563
West Wealth Group
California
$412K +$109K +222 +37%
RDFA
2564
Ritter Daniher Financial Advisory
Ohio
$411K +$98.4K +200 +32%
CCM
2565
Chickasaw Capital Management
Tennessee
$411K – – –
SFS
2566
Summit Financial Strategies
Ohio
$410K +$17.7K +36 +5%
LF
2567
Lantz Financial
Illinois
$409K +$4.92K +10 +1%
MIA
2568
Milestone Investment Advisors
Wisconsin
$409K +$399K +811 New
AWCI
2569
Alpine Woods Capital Investors
New York
$408K -$149K -303 -27%
GFPC
2570
Global Financial Private Client
Florida
$408K – – –
CIA
2571
Caerus Investment Advisors
Texas
$407K – – –
WIA
2572
World Investment Advisors
California
$406K +$31.5K +64 +9%
BMC
2573
Benin Management Corp
Connecticut
$405K – – –
BMC
2574
Beaton Management Company
Massachusetts
$405K +$1.97K +4 +0.5%
CFFP
2575
Center for Financial Planning
Michigan
$404K -$172K -350 -30%
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