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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
GWAM
2701
Guardian Wealth Advisors (Minnesota)
Minnesota
$280K -$3.73K -11 -1%
BP
2702
BBR Partners
New York
$280K -$11.2K -33 -4%
BSTWA
2703
Blake Schutter Theil Wealth Advisors
Ohio
$280K -$5.08K -15 -2%
OWG
2704
Oxford Wealth Group
Florida
$279K +$287K +846 New
PMFA
2705
Plante Moran Financial Advisors
Michigan
$279K -$91.5K -270 -24%
BBI
2706
Baxter Bros Inc
Connecticut
$278K -$17.6K -52 -6%
CIG
2707
Cairn Investment Group
Washington
$278K – – –
ASCM
2708
Adkins Seale Capital Management
Louisiana
$278K +$285K +842 New
BHIA
2709
Birch Hill Investment Advisors
Massachusetts
$277K -$3.05K -9 -1%
CCWP
2710
Cedar Cove Wealth Partners
Minnesota
$277K +$284K +839 New
RG
2711
Renaissance Group
Kentucky
$277K – – –
RCG
2712
Regatta Capital Group
California
$276K -$106K -314 -27%
LC
2713
Lavaca Capital
Texas
$276K – – –
JRPIM
2714
Journey Retirement Planning & Investment Management
Idaho
$276K +$283K +836 New
CWA
2715
Crux Wealth Advisors
California
$276K -$434K -1,280 -60%
HWM
2716
Horizon Wealth Management
Illinois
$275K +$678 +2 +0.2%
LWP
2717
LFG Wealth Partners
Kentucky
$275K +$282K +832 New
CFGA
2718
Cambridge Financial Group (Arizona)
Arizona
$274K -$12.9K -38 -7%
SWA
2719
Sax Wealth Advisors
New Jersey
$274K -$14.6K -43 -5%
TFG
2720
Team Financial Group
California
$274K +$68.1K +201 +32%
CCM
2721
Copeland Capital Management
Pennsylvania
$274K – – –
CL
2722
CVFG LLC
Indiana
$273K +$33.2K +98 +13%
SI
2723
Stonekeep Investments
New Mexico
$273K -$40.3K -119 -13%
HWMC
2724
Heritage Wealth Management (California)
California
$272K -$25.1K -74 -8%
PM
2725
Pembroke Management
Quebec, Canada
$272K +$32.2K +95 +13%
107 108
109
110 111