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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
3126
Curated Wealth Partners
California
$231K +$222K +453 New
SWA
3127
Sax Wealth Advisors
New Jersey
$230K +$222K +452 New
CTB
3128
Country Trust Bank
Illinois
$230K +$18.6K +38 +9%
SGAM
3129
Smith Group Asset Management
Texas
$229K -$16.5M -33,690 -99%
LFGO
3130
Legacy Financial Group (Oklahoma)
Oklahoma
$229K -$3.43K -7 -2%
PWM
3131
Purus Wealth Management
California
$229K – – –
SFI
3132
SPC Financial Inc
Maryland
$229K -$2.32M -4,736 -91%
OSNBOA
3133
Old Second National Bank of Aurora
Illinois
$228K +$34.3K +70 +19%
PCM
3134
Permanent Capital Management
Illinois
$228K +$358K +731 New
RPCONE
3135
Retirement Planning Company of New England
Rhode Island
$228K +$11.3K +23 +5%
WG
3136
Winton Group
United Kingdom
$228K +$219K +447 New
PCFFS
3137
Pacific Center for Financial Services
California
$227K – – –
EWA
3138
ERTS Wealth Advisors
Michigan
$227K +$1.47K +3 +0.7%
CISOA
3139
Capital Investment Services of America
Wisconsin
$226K – – –
W
3140
Wealthquest
Ohio
$226K +$9.8K +20 +5%
CF
3141
Convergence Financial
Missouri
$225K +$217K +442 New
WFA
3142
Wade Financial Advisory
California
$225K +$217K +442 New
ACM
3143
Academy Capital Management
Texas
$225K – – –
WA
3144
WBH Advisory
Maryland
$223K – – –
RFP
3145
Roth Financial Partners
Texas
$222K -$13.2K -27 -6%
CIAS
3146
CBIZ Investment Advisory Services
Ohio
$221K – – –
GAM
3147
GEM Asset Management
Michigan
$221K – – –
WFA
3148
WestHill Financial Advisors
California
$221K +$213K +434 New
CCA
3149
Cora Capital Advisors
New Jersey
$221K -$5.88K -12 -3%
FFL
3150
Financial Freedom LLC
Ohio
$220K +$33.8K +69 +19%
124 125
126
127 128