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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SGWM
2926
Sterling Group Wealth Management
California
$353K – – –
TPWA
2927
Twin Peaks Wealth Advisors
California
$353K +$64.5K +114 +23%
PW
2928
Peninsula Wealth
California
$353K +$31.7K +56 +10%
WIM
2929
Warwick Investment Management
Texas
$352K +$40.2K +71 +13%
CIA
2930
Compass Ion Advisors
Pennsylvania
$351K +$18.1K +32 +6%
TFA
2931
Teamwork Financial Advisors
Texas
$350K -$24.9K -44 -7%
ABWM
2932
Alpine Bank Wealth Management
Colorado
$350K +$338K +598 New
TFA
2933
Tobias Financial Advisors
Florida
$349K +$6.79K +12 +2%
RFA
2934
Rollins Financial Advisors
New York
$349K +$39.6K +70 +13%
WPW
2935
Warther Private Wealth
Ohio
$348K -$252K -445 -43%
HWA
2936
Heartwood Wealth Advisors
Virginia
$348K -$15.8K -28 -4%
HWM
2937
Howard Wealth Management
Connecticut
$348K -$2.83K -5 -0.8%
VBWMG
2938
Von Berge Wealth Management Group
California
$348K -$43K -76 -12%
OPTFSNA
2939
Old Point Trust & Financial Services N A
Virginia
$348K – – –
C
2940
Covestor
United Kingdom
$347K -$33.9K -60 -9%
MKC
2941
M. Kraus & Co
Vermont
$347K -$29.4K -52 -8%
OCPWS
2942
One Charles Private Wealth Services
Massachusetts
$346K – – –
HIM
2943
Hanlon Investment Management
New Jersey
$346K +$113K +199 +51%
TC
2944
Truvestments Capital
Florida
$346K +$38.5K +68 +13%
PPG
2945
Peak Planning Group
Colorado
$345K -$12.4K -22 -4%
FSA
2946
Fort Sheridan Advisors
Illinois
$345K +$334K +590 New
HHGA
2947
Halbert Hargrove Global Advisors
California
$344K -$32.8K -58 -9%
PA
2948
Promethium Advisors
Maryland
$344K +$333K +588 New
OA
2949
Oxbow Advisors
Texas
$343K +$92.2K +163 +38%
CWM
2950
Concentric Wealth Management
California
$343K -$39.6K -70 -11%
116 117
118
119 120