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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
UFF
2876
USA Financial Formulas
Michigan
$81K +$76.2K +158 New
RBC
2877
Roble Belko & Company
Pennsylvania
$80K +$48.7K +101 +184%
SC
2878
Stephens Consulting
Michigan
$79.6K -$37.6K -78 -33%
PI
2879
Parkside Investments
Illinois
$78K -$4.58M -9,505 -98%
AW
2880
Avion Wealth
Texas
$78K – – –
GG
2881
Gleason Group
Kentucky
$78K – – –
TC
2882
Tacita Capital
Ontario, Canada
$74K – – –
BCMLT
2883
Beacon Capital Management LLC (Tennessee)
Tennessee
$74K +$70.4K +146 New
AWM
2884
Accel Wealth Management
Iowa
$72K – – –
HI
2885
Hudock Inc
Pennsylvania
$70K -$5.79K -12 -8%
KFAA
2886
Klaas Financial Asset Advisors
Illinois
$67K – – –
BHWM
2887
Beaird Harris Wealth Management
Texas
$65K -$11.1K -23 -15%
BCPWM
2888
Bradley & Co Private Wealth Management
Florida
$65K – – –
GWMI
2889
Guardian Wealth Management (Illinois)
Illinois
$65K – – –
BAM
2890
Baldrige Asset Management
Pennsylvania
$64K -$20.3K -42 -25%
WOC
2891
West Oak Capital
California
$64K – – –
HF
2892
Halpern Financial
Virginia
$63.7K -$35.2K -73 -37%
BAM
2893
Bellevue Asset Management
Washington
$63K – – –
OA
2894
Operose Advisors
Wisconsin
$63K +$28.9K +60 +94%
OAJ
2895
Ogorek Anthony Joseph
New York
$61K – – –
PPWM
2896
PFG Private Wealth Management
Florida
$58K -$365K -757 -87%
PCFFS
2897
Pacific Center for Financial Services
California
$57K – – –
CP
2898
Corbenic Partners
Pennsylvania
$55K +$26.5K +55 +104%
BSWA
2899
Bromfield Sneider Wealth Advisors
Massachusetts
$54K +$50.6K +105 New
MFA
2900
McClarren Financial Advisors
Pennsylvania
$53K -$965 -2 -2%
114 115
116
117 118