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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
3176
Twin Focus Capital Partners
Massachusetts
$247K -$127K -225 -35%
ICA
3177
Infrastructure Capital Advisors
New York
$246K -$361K -639 -60%
PIFP
3178
Partners in Financial Planning
Virginia
$246K – – –
SFG
3179
Synergy Financial Group
California
$246K +$238K +421 New
WWM
3180
Wiser Wealth Management
Georgia
$246K +$238K +421 New
OLA
3181
Oliver Luxxe Assets
New Jersey
$246K -$49.8K -88 -17%
KFS
3182
Kaizen Financial Strategies
California
$245K +$237K +419 New
HDIM
3183
Hanson & Doremus Investment Management
Vermont
$245K -$22.6K -40 -9%
BAWM
3184
Bennett Associates Wealth Management
Pennsylvania
$245K +$11.3K +20 +5%
PAG
3185
Powers Advisory Group
Illinois
$244K +$10.7K +19 +5%
SAM
3186
Summit Asset Management
Tennessee
$244K – – –
DF
3187
Dunhill Financial
United Kingdom
$244K +$36.8K +65 +18%
CFAM
3188
Center For Asset Management
Florida
$244K +$13.6K +24 +6%
TWM
3189
Tanager Wealth Management
United Kingdom
$244K +$236K +417 New
KL
3190
KWMG LLC
Kansas
$243K -$52K -92 -18%
NIM
3191
Northeast Investment Management
Massachusetts
$243K -$67.9K -120 -22%
FFWA
3192
Forthright Family Wealth Advisory
Texas
$242K -$74.1K -131 -23%
BW
3193
Basepoint Wealth
Iowa
$241K +$234K +413 New
IWS
3194
Integrity Wealth Solutions
Colorado
$241K +$8.48K +15 +4%
EWA
3195
Evolution Wealth Advisors
Florida
$241K +$234K +413 New
CP
3196
Capital Planning
Washington
$241K +$233K +412 New
HPIA
3197
Hamilton Point Investment Advisors
North Carolina
$241K – – –
GAM
3198
GEM Asset Management
Michigan
$239K -$13.6K -24 -6%
RC
3199
Rovin Capital
Arizona
$239K +$231K +408 New
FA
3200
Fountainhead AM
New Jersey
$239K -$12.4K -22 -5%
126 127
128
129 130