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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2701
Aprio Wealth Management
Georgia
$313K +$6.76K +14 +2%
KWM
2702
KFG Wealth Management
Indiana
$312K +$101K +209 +54%
TWP
2703
TFO Wealth Partners
Ohio
$312K +$315K +653 +9,329%
HWM
2704
Howard Wealth Management
Connecticut
$311K – – –
4WM
2705
4J Wealth Management
Virginia
$311K – – –
MSR
2706
Main Street Research
Connecticut
$309K -$23.2K -48 -7%
CFP
2707
Cypress Financial Planning
New Jersey
$309K – – –
EA
2708
Emerald Advisors
Washington
$309K +$4.83K +10 +2%
BC
2709
Barrett & Company
Rhode Island
$309K -$77.7K -161 -20%
WCM
2710
Wealthcare Capital Management
Virginia
$308K -$3.38K -7 -1%
PCA
2711
Peddock Capital Advisors
Massachusetts
$308K +$11.6K +24 +4%
EAM
2712
Evanson Asset Management
California
$306K – – –
CA
2713
Carson Advisory
Georgia
$306K +$8.69K +18 +3%
SHJ
2714
Sharkey, Howes & Javer
Colorado
$306K – – –
HCC
2715
Hirtle Callaghan & Co
Pennsylvania
$306K -$553K -1,145 -64%
SWM
2716
Stockman Wealth Management
Montana
$306K -$15.4K -32 -5%
HCM
2717
Howard Capital Management
Georgia
$306K -$11.1K -23 -3%
DAM
2718
Diamant Asset Management
Connecticut
$306K +$965 +2 +0.3%
PPW
2719
Parcion Private Wealth
Washington
$305K +$9.65K +20 +3%
GIP
2720
Greatmark Investment Partners
Georgia
$305K – – –
ACM
2721
Antonetti Capital Management
Florida
$303K +$36.2K +75 +13%
EWM
2722
EPG Wealth Management
Georgia
$303K +$90.2K +187 +41%
HWA
2723
HCR Wealth Advisors
California
$302K -$24.1K -50 -7%
VBWMG
2724
Von Berge Wealth Management Group
California
$302K +$483 +1 +0.2%
CCA
2725
Cottonwood Capital Advisors
Utah
$302K -$13.5K -28 -4%
107 108
109
110 111