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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
2976
Tyler-Stone Wealth Management
Ohio
$278K -$40.2K -79 -12%
O3W
2977
Omni 360 Wealth
New Jersey
$278K +$285K +561 New
VAMG
2978
Voisard Asset Management Group
Michigan
$278K -$50.8K -100 -15%
LAM
2979
Lakewood Asset Management
Illinois
$277K +$508 +1 +0.2%
PGIM
2980
Pacific Global Investment Management
California
$277K -$3.56K -7 -1%
LFS
2981
Legacy Financial Strategies
Kansas
$277K +$284K +559 New
CWA
2982
Consilio Wealth Advisors
Washington
$275K -$75.2K -148 -21%
BBW
2983
Blue Barn Wealth
Utah
$275K -$56.9K -112 -17%
SFG
2984
Summit Financial Group
West Virginia
$275K – – –
ME
2985
McIlrath & Eck
Washington
$274K +$6.1K +12 +2%
NAMNJ
2986
NorthStar Asset Management (New Jersey)
New Jersey
$274K +$508 +1 +0.2%
PFWA
2987
Paces Ferry Wealth Advisors
Georgia
$274K -$4.07K -8 -1%
BIA
2988
Barry Investment Advisors
Massachusetts
$273K +$508 +1 +0.2%
OPWM
2989
Oakwell Private Wealth Management
Texas
$273K -$2.54K -5 -0.9%
GCM
2990
G2 Capital Management
Ohio
$272K +$1.02K +2 +0.4%
MAM
2991
Mainsail Asset Management
Alabama
$272K – – –
PW
2992
Peninsula Wealth
California
$271K -$34.1K -67 -11%
KFS
2993
Kaizen Financial Strategies
California
$271K -$29K -57 -9%
GA
2994
GSG Advisors
New Jersey
$271K -$114K -224 -28%
DI
2995
Diligent Investors
California
$271K +$48.8K +96 +21%
SA
2996
Skyline Advisors
Washington
$271K -$55.9K -110 -17%
IWM
2997
Integris Wealth Management
California
$271K -$33.6K -66 -11%
MAM
2998
Mystic Asset Management
Rhode Island
$271K +$53.4K +105 +24%
WP
2999
WealthPLAN Partners
Nebraska
$270K -$66.6K -131 -19%
LWP
3000
Laurel Wealth Planning
Minnesota
$270K – – –
118 119
120
121 122