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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
3251
Peddock Capital Advisors
Massachusetts
$265K – – –
HFRG
3252
Houlihan Financial Resource Group
Virginia
$265K – – –
HIS
3253
Harvest Investment Services
Illinois
$264K +$52.8K +93 +22%
MWP
3254
Meriwether Wealth & Planning
Louisiana
$264K +$297K +522 New
BFS
3255
Burr Financial Services
California
$263K -$299K -527 -50%
DFG
3256
Dynamic Financial Group
Iowa
$263K +$295K +520 New
GWM
3257
GSB Wealth Management
Connecticut
$262K +$3.41K +6 +1%
ES
3258
Eagle Strategies
New York
$261K +$4.54K +8 +2%
CWP
3259
Curated Wealth Partners
California
$260K +$2.27K +4 +0.8%
HKIMG
3260
Hutchens & Kramer Investment Management Group
Indiana
$260K -$26.7K -47 -8%
PPWM
3261
Perissos Private Wealth Management
Oklahoma
$259K +$291K +512 New
EC
3262
Eaton-Cambridge
Arizona
$259K +$10.2K +18 +4%
DWA
3263
Dougherty Wealth Advisers
Minnesota
$258K – – –
WCM
3264
Wealthcare Capital Management
Virginia
$258K +$6.25K +11 +2%
S
3265
Sachetta
Massachusetts
$258K -$15.3K -27 -5%
WCWM
3266
Willow Creek Wealth Management
California
$257K +$568 +1 +0.2%
HFS
3267
Horizon Financial Services
North Carolina
$257K – – –
PBC
3268
Pavion Blue Capital
California
$257K – – –
VIPI
3269
Vista Investment Partners II
Indiana
$257K +$289K +508 New
JTWM
3270
Jackson Thornton Wealth Management
Alabama
$256K +$63.1K +111 +28%
TA
3271
TruWealth Advisors
Louisiana
$256K -$33K -58 -10%
GC
3272
GFG Capital
Florida
$256K -$59.1K -104 -17%
UBV
3273
United Bank (Virginia)
Virginia
$256K -$17K -30 -6%
TFG
3274
Team Financial Group
California
$256K +$568 +1 +0.2%
LTI
3275
Laffer Tengler Investments
Tennessee
$255K -$115K -202 -29%
129 130
131
132 133