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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2601
Topsail Wealth Management
North Carolina
$597K +$670K +1,180 New
CA
2602
Carson Advisory
Georgia
$596K +$33.5K +59 +5%
ACM
2603
Armbruster Capital Management
New York
$596K – – –
MWA
2604
Monograph Wealth Advisors
California
$596K +$37.5K +66 +6%
GKWIM
2605
Gerber Kawasaki Wealth & Investment Management
California
$595K +$14.8K +26 +2%
TIA
2606
Traphagen Investment Advisors
New Jersey
$593K +$94.9K +167 +17%
WIA
2607
Wealthedge Investment Advisors
New York
$592K +$665K +1,171 New
ACM
2608
Absolute Capital Management
Pennsylvania
$592K -$966K -1,701 -59%
GFG
2609
Goldstone Financial Group
Illinois
$591K +$115K +203 +21%
DA
2610
Dillon & Associates
Michigan
$591K -$21.6K -38 -3%
AW
2611
Alteri Wealth
California
$590K +$663K +1,167 New
AC
2612
Apella Capital
Connecticut
$590K -$11.4K -20 -2%
MAM
2613
Mystic Asset Management
Rhode Island
$590K +$288K +507 +77%
CBA
2614
Coastal Bridge Advisors
Connecticut
$590K +$14.8K +26 +2%
CFMC
2615
Curbstone Financial Management Corp
New Hampshire
$589K – – –
PPW
2616
Parcion Private Wealth
Washington
$588K – – –
FG
2617
Foster Group
Iowa
$587K -$190K -334 -22%
BHIA
2618
Birch Hill Investment Advisors
Massachusetts
$587K +$166K +292 +34%
NCTC
2619
New Covenant Trust Company
Indiana
$587K -$13.6K -24 -2%
NFTC
2620
North Forty Two & Co
Oregon
$586K +$659K +1,159 New
GWP
2621
Gateway Wealth Partners
Wisconsin
$586K +$6.82K +12 +1%
WFA
2622
WMG Financial Advisors
Tennessee
$585K +$657K +1,156 New
TGAM
2623
TBH Global Asset Management
Tennessee
$585K -$85.8K -151 -12%
IA
2624
Insight Advisors
Pennsylvania
$584K -$46.6K -82 -7%
OWCM
2625
One Wealth Capital Management
Arizona
$584K +$656K +1,155 New
103 104
105
106 107