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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
KFAA
2876
Klaas Financial Asset Advisors
Illinois
$67K – – –
AWM
2877
Activest Wealth Management
Florida
$66K -$22.6K -45 -26%
GWMI
2878
Guardian Wealth Management (Illinois)
Illinois
$65K – – –
BAM
2879
Baldrige Asset Management
Pennsylvania
$64K – – –
OA
2880
Operose Advisors
Wisconsin
$64K – – –
WOC
2881
West Oak Capital
California
$64K – – –
BAM
2882
Bellevue Asset Management
Washington
$63K – – –
HF
2883
Halpern Financial
Virginia
$62.7K -$1.51K -3 -2%
OAJ
2884
Ogorek Anthony Joseph
New York
$62K – – –
GIS
2885
Grayhawk Investment Strategies
Alberta, Canada
$62K +$47.2K +94 New
BSWA
2886
Bromfield Sneider Wealth Advisors
Massachusetts
$54K – – –
SPWG
2887
Sage Private Wealth Group
Illinois
$53K – – –
BHWM
2888
Beaird Harris Wealth Management
Texas
$51K -$13.6K -27 -21%
GWA
2889
Gibson Wealth Advisors
Texas
$51K – – –
TC
2890
Trust Company
Kansas
$50K – – –
ARMC
2891
American Research & Management Company
Massachusetts
$49K – – –
DWA
2892
Delos Wealth Advisors
Texas
$48K – – –
BMD
2893
Better Money Decisions
New Mexico
$48K +$47.2K +94 New
PPWM
2894
PFG Private Wealth Management
Florida
$47K -$11.6K -23 -20%
LFA
2895
Level Financial Advisors
New York
$46K – – –
CMA
2896
Cedar Mountain Advisors
Oregon
$42K – – –
WOSD
2897
WFA of San Diego
California
$41K +$39.7K +79 New
BRWM
2898
B. Riley Wealth Management
Tennessee
$40.5K -$1.38M -2,748 -13%
FSWA
2899
Financial Synergies Wealth Advisors
Texas
$39K -$232K -462 -86%
ETI
2900
Enterprise Trust & Investment
California
$39K +$38.2K +76 New
114 115
116
117 118