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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
3076
Cottonwood Capital Advisors
Utah
$295K -$38.3K -75 -12%
GCM
3077
G2 Capital Management
Ohio
$295K +$2.56K +5 +0.9%
AA
3078
Alesco Advisors
New York
$294K +$16.9K +33 +6%
FFWM
3079
Future Financial Wealth Management
Ohio
$294K – – –
WI
3080
Wedgewood Investors
Pennsylvania
$294K – – –
EA
3081
Echo45 Advisors
California
$294K -$29.6K -58 -9%
AC
3082
AWM Capital
Arizona
$294K +$57.3K +112 +25%
FWM
3083
Forza Wealth Management
Florida
$293K – – –
TIA
3084
Tandem Investment Advisors
South Carolina
$293K -$492K -963 -63%
RA
3085
Riversedge Advisors
Delaware
$292K +$285K +558 New
PFM
3086
Phillips Financial Management
Indiana
$292K +$9.71K +19 +4%
FWM
3087
Foguth Wealth Management
Michigan
$292K +$18.4K +36 +7%
OBGC
3088
O'Brien Greene & Co
Pennsylvania
$292K -$84.9K -166 -23%
AP
3089
Atwood & Palmer
Missouri
$291K -$112K -219 -28%
BHBT
3090
Burke & Herbert Bank & Trust
Virginia
$291K – – –
C
3091
Covestor
United Kingdom
$291K -$55.7K -109 -16%
TWA
3092
Talisman Wealth Advisors
New Jersey
$291K -$55.7K -109 -16%
ELM
3093
Elite Life Management
Florida
$291K -$6.13K -12 -2%
PWA
3094
Physician Wealth Advisors
Utah
$290K -$60.8K -119 -18%
LFS
3095
Legacy Financial Strategies
Kansas
$289K -$17.9K -35 -6%
TMWM
3096
Taylor & Morgan Wealth Management
Michigan
$289K -$27.6K -54 -9%
CGA
3097
Compound Global Advisors
Washington
$288K -$843K -1,650 -73%
MWM
3098
Magnolia Wealth Management
Alabama
$288K – – –
JWM
3099
Jackson Wealth Management
Florida
$288K -$65.4K -128 -19%
SIC
3100
SFE Investment Counsel
California
$288K +$37.8K +74 +16%
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