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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2601
Washburn Capital Management
Florida
$574K -$52K -92 -9%
IIA
2602
Integral Investment Advisors
California
$573K +$75.2K +133 +16%
AF
2603
Aldebaran Financial
$572K – – –
AWA
2604
Amplius Wealth Advisors
Pennsylvania
$572K +$17.5K +31 +3%
OPA
2605
Old Port Advisors
Maine
$571K +$18.7K +33 +3%
HCM
2606
Hodges Capital Management
Texas
$570K – – –
OCM
2607
Orser Capital Management
Texas
$569K +$19.8K +35 +4%
CWA
2608
Consilio Wealth Advisors
Washington
$569K +$136K +241 +33%
GFG
2609
Goldstone Financial Group
Illinois
$565K +$117K +207 +27%
BFAG
2610
Blackston Financial Advisory Group
Florida
$564K +$235K +416 +76%
CFO
2611
Collective Family Office
Pennsylvania
$560K -$120K -212 -18%
SFC
2612
SYM Financial Corp
Indiana
$559K +$93.3K +165 +21%
EWM
2613
Elite Wealth Management
Washington
$559K +$65K +115 +14%
KOMWMG
2614
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$558K +$2.26K +4 +0.4%
DWS
2615
Discipline Wealth Solutions
South Carolina
$558K +$540K +954 New
GFPC
2616
Global Financial Private Client
Florida
$557K +$91.1K +161 +20%
CVM
2617
Cheviot Value Management
California
$556K -$2.83K -5 -0.5%
PWW
2618
Pettyjohn Wood & White
Virginia
$556K – – –
PTC
2619
Philadelphia Trust Company
Pennsylvania
$556K +$92.2K +163 +21%
BFWM
2620
Bright Futures Wealth Management
New York
$554K -$3.96K -7 -0.7%
FFA
2621
Founders Financial Alliance
North Carolina
$553K +$21.5K +38 +4%
VST
2622
Van Strum & Towne
California
$553K – – –
CFD
2623
Creative Financial Designs
Indiana
$552K +$8.48K +15 +2%
PEA
2624
Park Edge Advisors
Ohio
$552K -$249K -440 -32%
DBRC
2625
D.B. Root & Company
Pennsylvania
$551K -$9.62K -17 -2%
103 104
105
106 107