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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
2726
Center for Financial Planning
Michigan
$404K +$7.63K +15 +2%
EWA
2727
Emergent Wealth Advisors
New York
$403K +$415K +816 New
WWG
2728
West Wealth Group
California
$403K +$1.02K +2 +0.2%
BMC
2729
Benin Management Corp
Connecticut
$403K +$5.08K +10 +1%
OWA
2730
Octavia Wealth Advisors
Ohio
$402K -$28.5K -56 -6%
WAM
2731
Walker Asset Management
Missouri
$402K -$354K -697 -46%
WIM
2732
WealthPlan Investment Management
Nebraska
$401K – – –
FC
2733
Financial Council
Maryland
$401K – – –
C1AG
2734
Client 1st Advisory Group
Florida
$401K +$33K +65 +9%
TI
2735
Truepoint Inc
Ohio
$400K -$814K -1,601 -66%
EPP
2736
ETF Portfolio Partners
Kansas
$400K – – –
BWP
2737
Bernardo Wealth Planning
Pennsylvania
$400K +$20.8K +41 +5%
NFSG
2738
Newbridge Financial Services Group
Florida
$399K -$166K -327 -29%
BMC
2739
Beaton Management Company
Massachusetts
$399K +$1.02K +2 +0.2%
CMTU
2740
Capital Markets Trading (UK)
United Kingdom
$399K +$410K +806 New
MWP
2741
Meridian Wealth Partners
Pennsylvania
$398K +$28K +55 +7%
GWM
2742
Gray Wealth Management
Maine
$395K +$33K +65 +9%
RDFA
2743
Ritter Daniher Financial Advisory
Ohio
$394K – – –
SDAM
2744
Shulman DeMeo Asset Management
New York
$394K +$1.52K +3 +0.4%
GAM
2745
Gemmer Asset Management
California
$394K +$52.9K +104 +15%
BWA
2746
BlueChip Wealth Advisors
Georgia
$393K -$134K -263 -25%
AWM
2747
Avaii Wealth Management
Wisconsin
$392K -$29K -57 -7%
EW
2748
Element Wealth
Mississippi
$392K +$14.7K +29 +4%
VC
2749
Veery Capital
Delaware
$392K -$10.2K -20 -2%
CWA
2750
Continuum Wealth Advisors
New York
$391K -$38.1K -75 -9%
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