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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2951
Provenance Wealth Advisors
Florida
$295K -$7.63K -15 -2%
SHJ
2952
Sharkey, Howes & Javer
Colorado
$295K +$16.8K +33 +6%
OPTFSNA
2953
Old Point Trust & Financial Services N A
Virginia
$294K – – –
WCG
2954
Weaver Consulting Group
California
$293K +$13.2K +26 +5%
EWM
2955
Elevatus Welath Management
New York
$293K -$5.59K -11 -2%
OCPWS
2956
One Charles Private Wealth Services
Massachusetts
$293K +$4.07K +8 +1%
LPAM
2957
Lodestar Private Asset Management
California
$292K -$66.6K -131 -18%
ZF
2958
Zhang Financial
Michigan
$292K +$64.6K +127 +27%
USB
2959
Union Savings Bank
Connecticut
$291K – – –
AWM
2960
Alterna Wealth Management
Texas
$290K +$298K +587 New
WCM
2961
Wealthcare Capital Management
Virginia
$289K -$10.2K -20 -3%
HFM
2962
Harvest Fund Management
China
$289K -$840K -1,653 -74%
SCM
2963
Stonehearth Capital Management
Massachusetts
$289K +$27.5K +54 +10%
FWM
2964
Forza Wealth Management
Florida
$288K -$132K -260 -31%
MF
2965
Meridian Financial
Massachusetts
$288K – – –
PA
2966
Probity Advisors
Texas
$288K – – –
IAP
2967
Indie Asset Partners
Indiana
$284K +$8.13K +16 +3%
CFS
2968
Coordinated Financial Services
Colorado
$283K +$290K +571 New
CFP
2969
Curran Financial Partners
South Carolina
$282K – – –
CIA
2970
Compass Ion Advisors
Pennsylvania
$282K -$9.66K -19 -3%
QC
2971
QCM Cayman
Texas
$281K +$289K +569 New
HWP
2972
Hibernia Wealth Partners
Louisiana
$281K -$4.58K -9 -2%
SFO
2973
Standard Family Office
South Dakota
$280K +$288K +567 New
EWM
2974
EPG Wealth Management
Georgia
$280K -$25.4K -50 -8%
FMTCOCP
2975
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$279K -$32.5K -64 -10%
117 118
119
120 121