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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
JCA
2651
January Capital Advisors
California
$271K – – –
JDR
2652
Jay D. Rosenbaum
$270K – – –
FFA
2653
Fi3 Financial Advisors
Indiana
$270K +$43.2K +86 +19%
TWM
2654
TriaGen Wealth Management
California
$269K -$2.11M -4,203 -89%
CWA
2655
Clarity Wealth Advisors
California
$269K – – –
PBC
2656
Pavion Blue Capital
California
$269K +$8.54K +17 +3%
BHIA
2657
Birch Hill Investment Advisors
Massachusetts
$267K – – –
WFA
2658
Wellspring Financial Advisors
Ohio
$267K +$5.52K +11 +2%
ZIMP
2659
Zimmermann Investment Management & Planning
Pennsylvania
$267K +$261K +519 New
EWM
2660
Echo Wealth Management
Minnesota
$267K +$261K +520 New
CDIA
2661
Capital Directions Investment Advisors
Georgia
$266K -$20.1K -40 -7%
WCM
2662
Windward Capital Management
California
$266K -$2.51K -5 -1%
GA
2663
Greenspring Advisors
Maryland
$265K -$11.6K -23 -4%
CWM
2664
C2C Wealth Management
Arizona
$265K +$4.52K +9 +2%
CWA
2665
Canvas Wealth Advisors
Kansas
$263K -$134K -267 -34%
KOC
2666
Koss-Olinger Consulting
Florida
$263K -$112K -224 -30%
CI
2667
Carroll Investors
South Carolina
$263K – – –
CWM
2668
Cherrydale Wealth Management
New Jersey
$263K +$27.1K +54 +12%
SIS
2669
Sound Income Strategies
Florida
$262K – – –
HC
2670
Hamilton Capital
Ohio
$262K +$14.1K +28 +6%
PCMF
2671
Private Capital Management (Florida)
Florida
$262K +$257K +511 New
RFP
2672
Roth Financial Partners
Texas
$260K -$150K -299 -37%
AGA
2673
Accuvest Global Advisors
Utah
$260K -$20.1K -40 -7%
WF
2674
Wayfinding Financial
Washington
$260K -$3.52K -7 -1%
PFS
2675
Physicians Financial Services
North Carolina
$259K +$40.7K +81 +19%
105 106
107
108 109