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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
DDPIC
2551
Deroy & Devereaux Private Investment Counsel
Michigan
$576K -$491K -960 -47%
RWB
2552
RMR Wealth Builders
New Jersey
$574K -$1.5M -2,937 -73%
OWCM
2553
One Wealth Capital Management
Arizona
$574K -$30.2K -59 -5%
SP
2554
Successful Portfolios
Florida
$574K +$5.11K +10 +0.9%
OPWM
2555
Oxinas Partners Wealth Management
Indiana
$574K – – –
TWP
2556
Tempus Wealth Planning
California
$573K +$46K +90 +9%
CC
2557
Cornerstone Capital
California
$572K – – –
DWS
2558
Discipline Wealth Solutions
South Carolina
$572K – – –
HWM
2559
HFR Wealth Management
New York
$571K -$25.6K -50 -4%
HWMC
2560
Heritage Wealth Management (California)
California
$570K -$3.07K -6 -0.5%
PFA
2561
Pathway Financial Advisors
Vermont
$569K – – –
NCTC
2562
New Covenant Trust Company
Indiana
$568K -$27.6K -54 -5%
OFG
2563
Oxford Financial Group
Indiana
$568K +$35.8K +70 +7%
HCM
2564
Hengehold Capital Management
Ohio
$567K -$10.2K -20 -2%
DMBA
2565
Deseret Mutual Benefit Administrators
Utah
$567K +$27.6K +54 +5%
WWC
2566
Waypoint Wealth Counsel
Georgia
$567K +$97.6K +191 +21%
NL
2567
Navalign LLC
California
$566K – – –
PHAM
2568
Palisades Hudson Asset Management
Florida
$565K – – –
GCA
2569
Genesee Capital Advisors
New York
$565K -$6.65K -13 -1%
II
2570
Impact Investors
California
$564K -$6.13K -12 -1%
AWA
2571
Amplius Wealth Advisors
Pennsylvania
$563K -$9.2K -18 -2%
MCM
2572
Mendel Capital Management
Arkansas
$563K +$30.7K +60 +6%
AF
2573
Atala Financial
California
$561K – – –
RRCM
2574
Rappaport Reiches Capital Management
Illinois
$561K -$9.71K -19 -2%
HFS
2575
Heritage Financial Services
Massachusetts
$561K -$70K -137 -11%
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