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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2876
BlueSky Wealth Advisors
North Carolina
$244K – – –
HAC
2877
Harbor Advisory Corp
New Hampshire
$244K +$248K +507 New
NAS
2878
NWF Advisory Services
California
$242K – – –
CP
2879
Camelot Portfolios
Ohio
$242K -$6.36K -13 -3%
MA
2880
MAS Advisors
Florida
$242K – – –
CWM
2881
Concentric Wealth Management
California
$240K – – –
KA
2882
Kearns & Associates
California
$240K – – –
NSEDCP
2883
NJ State Employees Deferred Compensation Plan
New Jersey
$240K – – –
PEA
2884
Park Edge Advisors
Ohio
$240K +$1.47K +3 +0.6%
RPCONE
2885
Retirement Planning Company of New England
Rhode Island
$240K -$13.2K -27 -5%
WB
2886
Webster Bank
Connecticut
$240K -$6.85K -14 -3%
CA
2887
CSM Advisors
Pennsylvania
$239K -$17.1K -35 -7%
RWA
2888
Rooted Wealth Advisors
Illinois
$239K +$15.6K +32 +7%
BIA
2889
Bell Investment Advisors
California
$239K -$16.1K -33 -6%
FA
2890
Financial Avengers
California
$238K +$978 +2 +0.4%
EWA
2891
ERTS Wealth Advisors
Michigan
$237K +$17.1K +35 +8%
VV
2892
Verity & Verity
South Carolina
$236K -$431K -882 -64%
NAM
2893
NTV Asset Management
West Virginia
$236K – – –
AA
2894
Alesco Advisors
New York
$236K – – –
OWM
2895
Orgel Wealth Management
Wisconsin
$236K – – –
PW
2896
Peninsula Wealth
California
$235K +$240K +490 New
LAM
2897
Lifestyle Asset Management
Texas
$234K -$1.96K -4 -0.8%
BFP
2898
Briaud Financial Planning
Texas
$234K +$10.8K +22 +5%
FWM
2899
Focused Wealth Management
New York
$234K -$54.8K -112 -19%
GF
2900
Gries Financial
Ohio
$234K – – –
114 115
116
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