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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AGWCA
2701
Annis Gardner Whiting Capital Advisors
Florida
$308K +$28.9K +78 +12%
BRM
2702
Boston Research & Management
Massachusetts
$308K – – –
WWG
2703
West Wealth Group
California
$307K -$24.8K -67 -8%
CG
2704
Clarus Group
Texas
$307K +$274K +739 New
CWM
2705
Cedar Wealth Management
California
$306K +$273K +737 New
BMA
2706
Brooks Moore & Associates
Tennessee
$306K +$273K +737 New
3F
2707
360 Financial
Minnesota
$306K -$2.22K -6 -0.8%
PM
2708
Pembroke Management
Quebec, Canada
$306K +$273K +736 New
FFG
2709
Fiduciary Financial Group
California
$305K +$272K +735 New
FFC
2710
Frederick Financial Consultants
Maryland
$305K -$8.53K -23 -3%
BWM
2711
Birchcreek Wealth Management
Ohio
$305K +$272K +733 New
CCM
2712
Crew Capital Management
Ohio
$304K -$11.1K -30 -4%
TFM
2713
TFC Financial Management
Massachusetts
$303K +$3.34K +9 +1%
CWA
2714
Capital Wealth Alliance
Arizona
$303K -$56.7K -153 -17%
GG
2715
Greenwood Gearhart
Arkansas
$302K +$269K +726 New
MSF
2716
Mustard Seed Financial
Arkansas
$302K -$90.4K -244 -25%
CHA
2717
Cooper/Haims Advisors
New York
$301K +$269K +725 New
MWM
2718
MOKAN Wealth Management
Kansas
$301K -$21.5K -58 -7%
BSAM
2719
Blue Square Asset Management
New York
$301K +$268K +724 New
IWP
2720
Invenio Wealth Partners
Florida
$301K -$25.2K -68 -9%
CNB
2721
Camden National Bank
Maine
$300K -$18.5K -50 -6%
IWS
2722
Intentional Wealth Strategies
Colorado
$300K +$29.7K +80 +12%
WF
2723
Whelan Financial
California
$300K +$268K +722 New
SFG
2724
Southern Financial Group
Alabama
$300K +$267K +720 New
HWM
2725
HighMark Wealth Management
Minnesota
$299K -$25.2K -68 -9%
107 108
109
110 111