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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
2601
Waldron Private Wealth
Pennsylvania
$295K -$82.2K -215 -19%
CG
2602
Clarus Group
Texas
$294K -$351K -919 -49%
BFS
2603
Burr Financial Services
California
$293K +$161K +420 +81%
LODC
2604
Lanham O'Dell & Company
West Virginia
$293K +$27.1K +71 +8%
DWM
2605
Darwin Wealth Management
Florida
$293K -$7.64K -20 -2%
MFG
2606
Midwest Financial Group
Kansas
$293K -$110K -289 -24%
II
2607
Impact Investors
California
$293K -$53.1K -139 -13%
SWRP
2608
Summit Wealth & Retirement Planning
California
$292K +$358K +937 New
NHT
2609
New Hampshire Trust
New Hampshire
$292K +$44.3K +116 +14%
PCM
2610
Perritt Capital Management
Illinois
$292K -$34.8K -91 -9%
AA
2611
Auxano Advisors
Washington
$291K -$117K -305 -25%
SPFA
2612
Summit Place Financial Advisors
New Jersey
$291K -$1.76M -4,607 -83%
CYG
2613
Clean Yield Group
Vermont
$290K -$277K -725 -44%
SFC
2614
Swisher Financial Concepts
Ohio
$290K – – –
IA
2615
Insight Advisors
Pennsylvania
$290K -$14.1K -37 -4%
BMC
2616
Beaton Management Company
Massachusetts
$290K +$38.2K +100 +12%
WCG
2617
Weaver Consulting Group
California
$290K +$161K +421 +83%
MWA
2618
MN Wealth Advisors
Kansas
$290K +$355K +929 New
RWI
2619
Red Wave Investments
Pennsylvania
$289K -$764 -2 -0.2%
CL
2620
COWA LLC
Oklahoma
$289K +$354K +926 New
AF
2621
Atala Financial
California
$289K -$55.8K -146 -14%
CFD
2622
Creative Financial Designs
Indiana
$288K +$14.5K +38 +4%
OFG
2623
Oxford Financial Group
Indiana
$288K -$61.5K -161 -15%
NECFA
2624
New England Capital Financial Advisors
Connecticut
$288K +$764 +2 +0.2%
LFG
2625
Lockerman Financial Group
California
$288K -$68.8K -180 -16%
103 104
105
106 107