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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
2626
Investmark Advisory Group
Connecticut
$294K -$15K -31 -5%
SSC
2627
Syverson Strege & Co
Iowa
$294K -$8.2K -17 -3%
APW
2628
Acima Private Wealth
Virginia
$294K – – –
PWA
2629
PCG Wealth Advisors
Kansas
$293K -$50.2K -104 -15%
RIM
2630
Reynolds Investment Management
South Carolina
$292K +$276K +573 New
DWA
2631
Dougherty Wealth Advisers
Minnesota
$291K – – –
RIM
2632
Redwood Investment Management
Arizona
$289K -$85.4K -177 -24%
SWIG
2633
Strategic Wealth Investment Group
Kentucky
$288K -$91.2K -189 -25%
YMRC
2634
Yorktown Management & Research Company
Virginia
$288K -$44.4K -92 -14%
AIMC
2635
Alley Investment Management Company
Illinois
$288K +$273K +565 New
GIM
2636
Guild Investment Management
California
$287K – – –
VCP
2637
Vista Capital Partners
Oregon
$286K -$41K -85 -13%
CNWM
2638
Clay Northam Wealth Management
California
$286K – – –
BBW
2639
Blue Barn Wealth
Utah
$286K +$6.75K +14 +3%
JE
2640
JMAC Enterprises
Pennsylvania
$285K – – –
CDIA
2641
Capital Directions Investment Advisors
Georgia
$285K +$48.2K +100 +22%
FA
2642
Fermata Advisors
California
$284K -$33.8K -70 -11%
SPI
2643
Sutton Place Investors
New York
$284K +$42K +87 +19%
OPWM
2644
Oakwell Private Wealth Management
Texas
$284K +$269K +557 New
PWLP
2645
Prio Wealth Limited Partnership
Massachusetts
$283K -$4.82K -10 -2%
PGIM
2646
Pacific Global Investment Management
California
$283K – – –
WWP
2647
WR Wealth Planners
Missouri
$282K +$267K +553 New
EIG
2648
Ellenbecker Investment Group
Wisconsin
$282K +$50.6K +105 +23%
WFA
2649
Wade Financial Advisory
California
$282K +$267K +553 New
PG
2650
Prostatis Group
Maryland
$282K -$10.6K -22 -4%
104 105
106
107 108