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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
3026
Glass Jacobson Investment Advisors
Maryland
$48.4K +$5.14K +17 +14%
Q1WB
3027
Quest 10 Wealth Builders
Virginia
$48.1K -$63.2K -209 -60%
HHGA
3028
Halbert Hargrove Global Advisors
California
$46.4K +$24.2K +80 +148%
MAS
3029
MPWM Advisory Solutions
Georgia
$45.2K +$36.3K +120 +1,091%
RWS
3030
Retirement Wealth Solutions
Wisconsin
$44.9K -$20.9K -69 -35%
CPG
3031
Cornerstone Planning Group
New Jersey
$44K +$246K +813 +201%
WOC
3032
West Oak Capital
California
$43.2K – – –
PPA
3033
Painted Porch Advisors
California
$43.2K -$7.86K -26 -17%
RTC
3034
Riverview Trust Company
Washington
$43.2K – – –
UBP
3035
Union Bancaire Privee
Switzerland
$42.3K – – –
NMG
3036
New Millennium Group
Utah
$42.3K -$4.54K -15 -11%
TCM
3037
TruNorth Capital Management
Michigan
$41.4K -$4.23K -14 -10%
TPBG
3038
Turning Point Benefit Group
Maryland
$41.1K +$35.7K +118 New
KB
3039
Kimelman & Baird
New York
$40.4K – – –
NRG
3040
Nemes Rush Group
Michigan
$39K -$5.74M -18,975 -99%
DWA
3041
Delos Wealth Advisors
Texas
$38K – – –
KTC
3042
Kentucky Trust Company
Kentucky
$36.9K -$10.9K -36 -25%
SC
3043
Solstein Capital
California
$35.9K – – –
CFP
3044
Comprehensive Financial Planning
Pennsylvania
$35.1K -$15.1K -50 -33%
RPA
3045
Redwood Park Advisors
California
$34.7K – – –
APW
3046
Atlantic Private Wealth
North Carolina
$34.5K – – –
HWM
3047
Horizons Wealth Management
North Carolina
$34.5K – – –
ICM
3048
Islay Capital Management
Texas
$34.5K – – –
SWP
3049
SIMA Wealth Partners
Virginia
$34.5K – – –
LWA
3050
Lowe Wealth Advisors
Maryland
$34.5K – – –
120 121
122
123 124