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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
2651
Fi3 Financial Advisors
Indiana
$277K -$109K -285 -24%
CWA
2652
Consilio Wealth Advisors
Washington
$277K +$76.1K +199 +29%
FTA
2653
Financial & Tax Architects
Missouri
$275K +$5.35K +14 +2%
CWA
2654
Capital Wealth Alliance
Arizona
$275K +$337K +882 New
AFG
2655
Allegheny Financial Group
Pennsylvania
$275K -$37.5K -98 -10%
LSC
2656
Lesa Sroufe & Co
Washington
$274K – – –
FCM
2657
Fourpath Capital Management
Oklahoma
$273K -$193K -505 -37%
TC
2658
TwinBeech Capital
New York
$273K +$334K +874 New
ADMI
2659
Albert D. Mason Inc
Massachusetts
$272K -$8.03K -21 -2%
LIA
2660
LBMC Investment Advisors
Tennessee
$271K +$98.2K +257 +42%
EWS
2661
Evergreen Wealth Solutions
Pennsylvania
$271K +$53.9K +141 +19%
WTA
2662
Washington Trust Advisors
Massachusetts
$270K -$6.88K -18 -2%
BW
2663
BIP Wealth
Georgia
$269K +$11.8K +31 +4%
GWAM
2664
Guardian Wealth Advisors (Minnesota)
Minnesota
$268K -$80.3K -210 -20%
JAM
2665
Jupiter Asset Management
United Kingdom
$268K -$49.9M -130,581 -99%
FG
2666
Foster Group
Iowa
$265K -$115K -300 -26%
BHIA
2667
Birch Hill Investment Advisors
Massachusetts
$265K -$34.8K -91 -10%
GAM
2668
Gould Asset Management
California
$265K -$323K -845 -50%
JWS
2669
Juncture Wealth Strategies
Arizona
$265K -$764 -2 -0.2%
RA
2670
Ransom Advisory
Rhode Island
$264K -$19.1K -50 -6%
FPL
2671
Fortress Private Ledger
North Carolina
$264K +$119K +312 +59%
APW
2672
Aurora Private Wealth
New Jersey
$263K +$322K +843 New
ODIJL
2673
One Day In July LLC
Vermont
$262K +$13.8K +36 +4%
CVM
2674
Cheviot Value Management
California
$262K -$9.17K -24 -2%
CPC
2675
Consolidated Planning Corp
Georgia
$262K -$201K -525 -38%
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107
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