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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2626
Atticus Wealth Management
Florida
$314K – – –
HCM
2627
Howard Capital Management
Georgia
$314K +$23.7K +45 +8%
BFP
2628
Briaud Financial Planning
Texas
$313K +$53.6K +102 +22%
RWM
2629
Reston Wealth Management
Virginia
$311K -$53.6K -102 -14%
LFG
2630
Lockerman Financial Group
California
$310K +$26.8K +51 +9%
LIA
2631
LBMC Investment Advisors
Tennessee
$309K -$78.9K -150 -20%
SN
2632
Sittner & Nelson
Oregon
$309K -$11.6K -22 -3%
EWM
2633
Endowment Wealth Management
Wisconsin
$309K -$2.1K -4 -0.6%
LSA
2634
Lansing Street Advisors
Pennsylvania
$309K – – –
PWS
2635
Peterson Wealth Services
Utah
$309K +$23.1K +44 +8%
MPCG
2636
Matrix Private Capital Group
New York
$308K -$106K -201 -25%
BMC
2637
Benin Management Corp
Connecticut
$308K – – –
EWA
2638
ERTS Wealth Advisors
Michigan
$308K – – –
WWP
2639
WR Wealth Planners
Missouri
$307K +$22.6K +43 +8%
SIA
2640
Sage Investment Advisers
New York
$307K – – –
BFA
2641
Benedict Financial Advisors
Georgia
$306K +$1.05K +2 +0.3%
BBW
2642
Blue Barn Wealth
Utah
$306K +$64.2K +122 +25%
AC
2643
Apella Capital
Connecticut
$305K -$21.6K -41 -6%
WIA
2644
World Investment Advisors
California
$305K +$79.9K +152 +34%
TWP
2645
TFO Wealth Partners
Ohio
$304K -$42.1K -80 -12%
VBWMG
2646
Von Berge Wealth Management Group
California
$304K +$526 +1 +0.2%
EA
2647
Emerald Advisors
Washington
$303K +$8.94K +17 +3%
CIG
2648
Cairn Investment Group
Washington
$302K – – –
TCM
2649
Triumph Capital Management
Colorado
$301K -$11.6K -22 -4%
HA
2650
HC Advisors
Georgia
$301K +$77.3K +147 +33%
104 105
106
107 108