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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
2976
Sage Investment Advisers
New York
$331K +$89.9K +159 +39%
SIC
2977
SFE Investment Counsel
California
$330K – – –
TA
2978
TruWealth Advisors
Louisiana
$330K -$28.8K -51 -8%
ELM
2979
Elite Life Management
Florida
$330K +$7.35K +13 +2%
LAM
2980
Lakewood Asset Management
Illinois
$329K +$566 +1 +0.2%
MWA
2981
Motive Wealth Advisors
Michigan
$328K – – –
AWM
2982
Accel Wealth Management
Iowa
$328K -$45.2K -80 -12%
WI
2983
Wedgewood Investors
Pennsylvania
$328K -$17K -30 -5%
PFWA
2984
Paces Ferry Wealth Advisors
Georgia
$328K +$13.6K +24 +4%
PGIM
2985
Pacific Global Investment Management
California
$327K – – –
HKIMG
2986
Hutchens & Kramer Investment Management Group
Indiana
$327K -$53.2K -94 -14%
LFGO
2987
Legacy Financial Group (Oklahoma)
Oklahoma
$326K +$72.4K +128 +28%
KWS
2988
Keystone Wealth Services
California
$326K +$315K +557 New
SA
2989
Skyline Advisors
Washington
$326K +$26K +46 +9%
BHBT
2990
Burke & Herbert Bank & Trust
Virginia
$325K – – –
AFS
2991
Axiom Financial Strategies
Indiana
$324K +$314K +555 New
GCM
2992
G2 Capital Management
Ohio
$324K +$1.13K +2 +0.4%
AA
2993
Alesco Advisors
New York
$324K +$12.4K +22 +4%
ACM
2994
Avalon Capital Management
California
$324K +$52.6K +93 +20%
BIA
2995
Barry Investment Advisors
Massachusetts
$323K – – –
CF
2996
Convergence Financial
Missouri
$323K +$62.2K +110 +25%
HC
2997
Hamilton Capital
Ohio
$323K +$16.4K +29 +5%
PWA
2998
Provenance Wealth Advisors
Florida
$322K -$7.35K -13 -2%
BSHC
2999
Breed's Hill Capital
Massachusetts
$322K +$14.7K +26 +5%
MWM
3000
Magnolia Wealth Management
Alabama
$322K – – –
118 119
120
121 122