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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
3126
Raffa Wealth Management
District of Columbia
$223K -$3.56K -7 -2%
PWM
3127
Purus Wealth Management
California
$223K – – –
PSC
3128
Portman Square Capital
United Kingdom
$222K +$228K +449 New
FA
3129
Financial Avengers
California
$222K -$25.9K -51 -10%
PCFFS
3130
Pacific Center for Financial Services
California
$220K – – –
CCA
3131
Cora Capital Advisors
New Jersey
$220K -$8.64K -17 -4%
LL
3132
LPWM LLC
Minnesota
$220K – – –
CISOA
3133
Capital Investment Services of America
Wisconsin
$220K -$90.5K -178 -29%
EWA
3134
ERTS Wealth Advisors
Michigan
$219K – – –
TWM
3135
Triton Wealth Management
Arizona
$218K +$230K +452 New
ACM
3136
Academy Capital Management
Texas
$218K +$4.58K +9 +2%
TCMP
3137
Thrive Capital Management (Pennsylvania)
Pennsylvania
$218K -$59.5K -117 -21%
SCA
3138
Southern Capital Advisors
Tennessee
$218K +$7.12K +14 +3%
KAM
3139
Kraft Asset Management
Tennessee
$218K -$9.15K -18 -4%
SL
3140
Summitry LLC
California
$217K +$223K +439 New
WA
3141
WESPAC Advisors
California
$217K -$58.5K -115 -21%
WA
3142
WBH Advisory
Maryland
$217K +$23.9K +47 +12%
MLA
3143
MB, Levis & Associates
Pennsylvania
$215K – – –
RWG
3144
Ratio Wealth Group
Colorado
$215K -$15.3K -30 -6%
CCM
3145
Coerente Capital Management
Ontario, Canada
$215K – – –
CIAS
3146
CBIZ Investment Advisory Services
Ohio
$215K +$221K +434 New
HCM
3147
Hutner Capital Management
Vermont
$214K – – –
EF
3148
Exeter Financial
Arizona
$214K – – –
DWM
3149
Destination Wealth Management
California
$214K +$220K +432 New
JTWM
3150
Jackson Thornton Wealth Management
Alabama
$213K -$17.8K -35 -8%
124 125
126
127 128