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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
JPWM
2651
Jamison Private Wealth Management
Georgia
$448K +$85.4K +168 +23%
SWM
2652
Salvus Wealth Management
New Jersey
$447K -$9.66K -19 -2%
TAM
2653
Titleist Asset Management
Texas
$447K -$595K -1,170 -56%
HWMC
2654
Heritage Wealth Management (California)
California
$446K -$1.52K -3 -0.3%
OPA
2655
Old Port Advisors
Maine
$446K -$9.66K -19 -2%
MWM
2656
Mosley Wealth Management
California
$444K -$4.58K -9 -1%
GWP
2657
Gateway Wealth Partners
Wisconsin
$444K +$72.7K +143 +19%
PCH
2658
PGIM Custom Harvest
New Jersey
$443K -$9.15K -18 -2%
EWA
2659
Etesian Wealth Advisors
Oregon
$443K -$42.7K -84 -9%
VAF
2660
Values Added Financial
District of Columbia
$442K -$83.9K -165 -16%
LWM
2661
Liberty Wealth Management
California
$442K -$5.59K -11 -1%
ADMI
2662
Albert D. Mason Inc
Massachusetts
$440K -$4.07K -8 -0.9%
OCM
2663
Objective Capital Management
Ohio
$439K -$2.54K -5 -0.6%
PWS
2664
Peterson Wealth Services
Utah
$439K +$5.08K +10 +1%
KOCAA
2665
Knights of Columbus Asset Advisors
Connecticut
$438K -$252K -495 -36%
JWS
2666
Juncture Wealth Strategies
Arizona
$438K – – –
CHA
2667
Cooper/Haims Advisors
New York
$438K -$19.3K -38 -4%
MIFH
2668
Migdal Insurance & Financial Holdings
Israel
$438K -$1.82M -3,581 -80%
MAG
2669
M3 Advisory Group
Massachusetts
$438K +$101K +198 +29%
RWP
2670
Ridgecrest Wealth Partners
California
$437K +$508 +1 +0.1%
SAM
2671
Satovsky Asset Management
New York
$436K +$2.03K +4 +0.5%
SBWIC
2672
Schaper Benz & Wise Investment Counsel
Wisconsin
$436K +$508 +1 +0.1%
HHRDM
2673
H&H Retirement Design & Management
Nevada
$436K +$451K +887 New
PCMC
2674
Private Capital Management (Colorado)
Colorado
$435K -$46.3K -91 -9%
RW
2675
REDW Wealth
New Mexico
$435K -$2.54K -5 -0.6%
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