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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
2926
Keystone Wealth Services
California
$228K +$4.77K +9 +2%
EWM
2927
Edge Wealth Management
New York
$228K +$229K +433 New
GHA
2928
Granite Harbor Advisors
Texas
$227K +$227K +429 New
LFA
2929
Landmark Financial Advisors
Kentucky
$226K – – –
WAM
2930
Wolverine Asset Management
Illinois
$226K -$7.27M -13,732 -97%
JTWM
2931
Jackson Thornton Wealth Management
Alabama
$226K -$32.3K -61 -13%
SAM
2932
Summit Asset Management
Tennessee
$226K – – –
AFWM
2933
AMJ Financial Wealth Management
Virginia
$225K – – –
P
2934
Palladiem
Pennsylvania
$225K – – –
MS
2935
Madden Securities
Texas
$224K – – –
JWS
2936
Juncture Wealth Strategies
Arizona
$224K +$224K +423 New
RF
2937
Rollins Financial
Georgia
$224K +$224K +422 New
RFP
2938
Roth Financial Partners
Texas
$223K -$45.6K -86 -17%
TFG
2939
Tilson Financial Group
New Jersey
$223K +$222K +420 New
FWMM
2940
Foundation Wealth Management (Missouri)
Missouri
$222K +$221K +418 New
MAM
2941
Milestone Asset Management
Pennsylvania
$222K +$242K +456 New
CF
2942
Corrigan Financial
Rhode Island
$221K -$12.7K -24 -5%
PWLP
2943
Prio Wealth Limited Partnership
Massachusetts
$221K -$33.9K -64 -13%
SSW
2944
Smith Shellnut Wilson
Mississippi
$221K – – –
OFW
2945
Omnia Family Wealth
Florida
$219K – – –
CPG
2946
Cornerstone Planning Group
New Jersey
$219K +$240K +453 New
MWA
2947
MFA Wealth Advisors
Pennsylvania
$219K – – –
OBGC
2948
O'Brien Greene & Co
Pennsylvania
$219K -$559K -1,056 -72%
HIS
2949
Harvest Investment Services
Illinois
$218K -$7.95K -15 -4%
VFP
2950
Verus Financial Partners
Virginia
$218K -$20.1K -38 -8%
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118
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