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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PSIWM
2801
Paradigm Strategies in Wealth Management
Minnesota
$363K – – –
OCM
2802
Orion Capital Management
California
$361K -$17.3K -34 -4%
NFP
2803
Narus Financial Partners
Utah
$360K – – –
FVWA
2804
Foster Victor Wealth Advisors
South Carolina
$359K -$1.52K -3 -0.4%
SFM
2805
Signet Financial Management
New Jersey
$358K +$27.5K +54 +8%
FFG
2806
Fortem Financial Group
California
$358K -$29K -57 -7%
WRPWM
2807
Werba Rubin Papier Wealth Management
California
$358K +$24.9K +49 +7%
NI
2808
NDVR Inc
Massachusetts
$358K +$11.2K +22 +3%
EB
2809
Exchange Bank
California
$357K -$6.1K -12 -2%
BST
2810
Bath Savings Trust
Maine
$357K +$6.61K +13 +2%
WGC
2811
Watts Gwilliam & Co
Arizona
$357K +$353K +695 New
CC
2812
Cornerstone Capital
California
$356K -$109K -215 -23%
NWA
2813
New World Advisors
Massachusetts
$356K -$14.2K -28 -4%
DWP
2814
Destiny Wealth Partners
Florida
$355K -$2.03K -4 -0.6%
MSA
2815
Marino Stram & Associates
Massachusetts
$354K – – –
MPW
2816
Monterey Private Wealth
California
$353K +$3.05K +6 +0.8%
OFW
2817
Omnia Family Wealth
Florida
$353K +$55.9K +110 +18%
SGCA
2818
Steel Grove Capital Advisors
Tennessee
$352K +$361K +711 New
WAM
2819
Worth Asset Management
Texas
$351K -$1.82M -3,586 -83%
ACM
2820
AlphaStar Capital Management
North Carolina
$351K -$46.3K -91 -11%
NOI
2821
Newton One Investments
Delaware
$351K +$1.02K +2 +0.3%
WCFA
2822
Walkner Condon Financial Advisors
Wisconsin
$351K -$19.3K -38 -5%
CFS
2823
Commonwealth Financial Services
West Virginia
$351K – – –
EPA
2824
Element Pointe Advisors
Florida
$350K -$148K -291 -29%
LTI
2825
Laffer Tengler Investments
Tennessee
$350K +$93.5K +184 +35%
111 112
113
114 115