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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
3226
RW Investment Management
Idaho
$250K – – –
SL
3227
Sentry LLC
Tennessee
$249K -$25.6K -50 -10%
CWM
3228
Centricity Wealth Management
Ohio
$249K – – –
BIA
3229
Bell Investment Advisors
California
$247K -$13.3K -26 -5%
SFP
3230
Sandbox Financial Partners
Maryland
$247K -$32.7K -64 -12%
CCA
3231
Carrera Capital Advisors
Michigan
$247K -$41.9K -82 -15%
CFG
3232
Cosner Financial Group
Colorado
$246K +$1.02K +2 +0.4%
PA
3233
Promethium Advisors
Maryland
$246K -$50.6K -99 -17%
WWM
3234
Wiser Wealth Management
Georgia
$246K -$6.65K -13 -3%
MLA
3235
MB, Levis & Associates
Pennsylvania
$245K +$511 +1 +0.2%
BFP
3236
Briaud Financial Planning
Texas
$244K – – –
RWM
3237
Raffa Wealth Management
District of Columbia
$244K -$1.02K -2 -0.4%
EFG
3238
Embree Financial Group
Illinois
$242K -$2.56K -5 -1%
BAWM
3239
Bennett Associates Wealth Management
Pennsylvania
$242K -$97.1K -190 -29%
PAG
3240
Powers Advisory Group
Illinois
$242K +$21K +41 +10%
PIN
3241
Prudent Investors Network
California
$241K – – –
MA
3242
MAS Advisors
Florida
$240K -$22.5K -44 -9%
TFG
3243
Team Financial Group
California
$240K -$24K -47 -9%
KCFA
3244
Key Client Fiduciary Advisors
New Jersey
$240K -$6.13K -12 -3%
EF
3245
Exeter Financial
Arizona
$239K – – –
AA
3246
Addison Advisors
Vermont
$238K – – –
BIP
3247
Blue Investment Partners
California
$238K -$46K -90 -17%
AWM
3248
Aberdeen Wealth Management
Illinois
$238K – – –
AZ
3249
Alpha Zero
Florida
$238K -$37.3K -73 -14%
VIS
3250
Vega Investment Solutions
France
$237K +$124K +243 +86%
128 129
130
131 132