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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
GPW
3101
Gray Private Wealth
Massachusetts
$240K – – –
WOSD
3102
WFA of San Diego
California
$240K +$231K +471 New
HCM
3103
Hillman Capital Management
Maryland
$240K – – –
AC
3104
AlphaCore Capital
California
$240K +$25K +51 +12%
EF
3105
Exeter Financial
Arizona
$239K – – –
EWM
3106
Elevatus Welath Management
New York
$239K -$60.3K -123 -21%
DWP
3107
Destiny Wealth Partners
Florida
$238K -$123K -250 -35%
JA
3108
JVL Associates
Michigan
$238K +$7.84K +16 +4%
PCMF
3109
Private Capital Management (Florida)
Florida
$238K +$490 +1 +0.2%
EFG
3110
Embree Financial Group
Illinois
$238K -$72K -147 -24%
BFP
3111
Briaud Financial Planning
Texas
$237K – – –
CWA
3112
CM Wealth Advisors
Ohio
$237K – – –
LWIC
3113
Leith Wheeler Investment Counsel
British Columbia, Canada
$236K +$227K +464 New
CFG
3114
Cosner Financial Group
Colorado
$236K +$980 +2 +0.4%
ACC
3115
Acorn Creek Capital
Colorado
$235K +$226K +462 New
ACM
3116
Avalon Capital Management
California
$235K +$226K +461 New
GC
3117
Gilbert & Cook
Iowa
$234K – – –
LL
3118
LPWM LLC
Minnesota
$234K -$4.9K -10 -2%
HDIM
3119
Hanson & Doremus Investment Management
Vermont
$234K +$22.1K +45 +11%
PSC
3120
Portman Square Capital
United Kingdom
$234K +$4.9K +10 +2%
BIA
3121
Bell Investment Advisors
California
$233K -$23K -47 -9%
MWM
3122
Massachusetts Wealth Management
Massachusetts
$233K – – –
RA
3123
Ransom Advisory
Rhode Island
$233K +$127K +260 +132%
FMN
3124
Financial Management Network
California
$232K -$7.35K -15 -3%
KSWWM
3125
Keyes Stange & Wooten Wealth Management
Florida
$232K -$2.45K -5 -1%
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