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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
3226
Bell Investment Advisors
California
$247K -$13.3K -26 -5%
SFP
3227
Sandbox Financial Partners
Maryland
$247K -$32.7K -64 -12%
CCA
3228
Carrera Capital Advisors
Michigan
$247K -$41.9K -82 -15%
CFG
3229
Cosner Financial Group
Colorado
$246K +$1.02K +2 +0.4%
PA
3230
Promethium Advisors
Maryland
$246K -$50.6K -99 -17%
WWM
3231
Wiser Wealth Management
Georgia
$246K -$6.65K -13 -3%
MLA
3232
MB, Levis & Associates
Pennsylvania
$245K +$511 +1 +0.2%
BFP
3233
Briaud Financial Planning
Texas
$244K – – –
RWM
3234
Raffa Wealth Management
District of Columbia
$244K -$1.02K -2 -0.4%
EFG
3235
Embree Financial Group
Illinois
$242K -$2.56K -5 -1%
BAWM
3236
Bennett Associates Wealth Management
Pennsylvania
$242K -$97.1K -190 -29%
PAG
3237
Powers Advisory Group
Illinois
$242K +$21K +41 +10%
PIN
3238
Prudent Investors Network
California
$241K – – –
MA
3239
MAS Advisors
Florida
$240K -$22.5K -44 -9%
TFG
3240
Team Financial Group
California
$240K -$24K -47 -9%
KCFA
3241
Key Client Fiduciary Advisors
New Jersey
$240K -$6.13K -12 -3%
EF
3242
Exeter Financial
Arizona
$239K – – –
AA
3243
Addison Advisors
Vermont
$238K – – –
BIP
3244
Blue Investment Partners
California
$238K -$46K -90 -17%
AWM
3245
Aberdeen Wealth Management
Illinois
$238K – – –
AZ
3246
Alpha Zero
Florida
$238K -$37.3K -73 -14%
VIS
3247
Vega Investment Solutions
France
$237K +$124K +243 +86%
FHB
3248
First Hawaiian Bank
Hawaii
$237K -$6.81M -13,324 -97%
CA
3249
Capital Advantage
California
$237K – – –
W
3250
Wealthquest
Ohio
$236K -$10.2K -20 -4%
128 129
130
131 132