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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
3126
LBMC Investment Advisors
Tennessee
$310K -$19.9K -35 -5%
EPA
3127
Element Pointe Advisors
Florida
$310K – – –
NOI
3128
Newton One Investments
Delaware
$309K -$35.8K -63 -9%
OFS
3129
Oldfather Financial Services
Nebraska
$309K -$9.09K -16 -3%
1WM
3130
1858 Wealth Management
Ohio
$309K +$21K +37 +6%
CJL
3131
Cyrus J. Lawrence
New York
$309K +$17K +30 +5%
XWM
3132
Xcel Wealth Management
Florida
$309K – – –
CFAM
3133
Center For Asset Management
Florida
$308K +$109K +192 +46%
MTC
3134
McDaniel Terry & Co
Texas
$308K – – –
KBFS
3135
Kohmann Bosshard Financial Services
Ohio
$308K – – –
WA
3136
WBH Advisory
Maryland
$307K +$95.5K +168 +38%
CIA
3137
Compass Ion Advisors
Pennsylvania
$307K +$2.84K +5 +0.8%
TMWM
3138
Taylor & Morgan Wealth Management
Michigan
$307K -$81.3K -143 -19%
HA
3139
Helium Advisors
Washington
$306K +$344K +605 New
CCM
3140
Coerente Capital Management
Ontario, Canada
$306K – – –
RA
3141
Ransom Advisory
Rhode Island
$306K +$84.1K +148 +32%
SGWM
3142
Sterling Group Wealth Management
California
$306K – – –
SWM
3143
SK Wealth Management
Rhode Island
$304K – – –
HGA
3144
Hobbs Group Advisors
South Carolina
$302K -$60.8K -107 -15%
NG
3145
Northstar Group
New York
$301K +$7.39K +13 +2%
TC
3146
Truvestments Capital
Florida
$301K +$2.27K +4 +0.7%
OPTFSNA
3147
Old Point Trust & Financial Services N A
Virginia
$301K – – –
CAWM
3148
Capital Advisors Wealth Management
Washington
$301K +$61.9K +109 +22%
SFC
3149
Strategic Financial Concepts
Texas
$300K +$89.2K +157 +36%
PMG
3150
ProVise Management Group
Florida
$300K -$92.6K -163 -22%
124 125
126
127 128