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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2726
Birchcreek Wealth Management
Ohio
$305K +$272K +733 New
CCM
2727
Crew Capital Management
Ohio
$304K -$11.1K -30 -4%
TFM
2728
TFC Financial Management
Massachusetts
$303K +$3.34K +9 +1%
CWA
2729
Capital Wealth Alliance
Arizona
$303K -$56.7K -153 -17%
GG
2730
Greenwood Gearhart
Arkansas
$302K +$269K +726 New
MSF
2731
Mustard Seed Financial
Arkansas
$302K -$90.4K -244 -25%
CHA
2732
Cooper/Haims Advisors
New York
$301K +$269K +725 New
MWM
2733
MOKAN Wealth Management
Kansas
$301K -$21.5K -58 -7%
BSAM
2734
Blue Square Asset Management
New York
$301K +$268K +724 New
IWP
2735
Invenio Wealth Partners
Florida
$301K -$25.2K -68 -9%
CNB
2736
Camden National Bank
Maine
$300K -$18.5K -50 -6%
IWS
2737
Intentional Wealth Strategies
Colorado
$300K +$29.7K +80 +12%
WF
2738
Whelan Financial
California
$300K +$268K +722 New
SFG
2739
Southern Financial Group
Alabama
$300K +$267K +720 New
HWM
2740
HighMark Wealth Management
Minnesota
$299K -$25.2K -68 -9%
CMP
2741
Christine Messmer PC
Pennsylvania
$299K +$266K +719 New
WP
2742
Westmount Partners
California
$299K +$266K +718 New
EP
2743
Essential Partners
California
$298K +$106K +285 +66%
WWM
2744
Wiser Wealth Management
Georgia
$298K +$266K +718 New
KPWG
2745
KFA Private Wealth Group
Virginia
$298K -$92.7K -250 -26%
HTIM
2746
Harbour Trust & Investment Management
Indiana
$298K -$53K -143 -17%
VPW
2747
Vaquero Private Wealth
Texas
$298K +$265K +716 New
PWA
2748
Primoris Wealth Advisors
Florida
$297K +$265K +715 New
CPC
2749
Cookson Peirce & Co
Pennsylvania
$297K +$265K +715 New
BG
2750
Bollard Group
Massachusetts
$297K +$10.7K +29 +4%
108 109
110
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