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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
3276
Pineridge Advisors
Missouri
$98.8K – – –
PWMA
3277
Pension & Wealth Management Advisors
Massachusetts
$95.4K – – –
WAM
3278
WFA Asset Management
Wisconsin
$94.7K -$38.7K -79 -30%
IGWM
3279
ICA Group Wealth Management
Colorado
$94.2K -$1.23M -2,509 -93%
PCWA
3280
Pacific Capital Wealth Advisors
California
$94.2K +$39.7K +81 +78%
AWM
3281
Activest Wealth Management
Florida
$92.5K -$13.7K -28 -13%
FRA
3282
Front Row Advisors
California
$92.2K +$9.8K +20 +12%
WAG
3283
Wiser Advisor Group
Arizona
$91K +$980 +2 +1%
KWAG
3284
Kiely Wealth Advisory Group
North Carolina
$90.4K – – –
VWA
3285
Valued Wealth Advisors
Utah
$90.3K +$1.47K +3 +2%
DWS
3286
Dynamic Wealth Strategies
California
$87K +$1.47K +3 +2%
CMP
3287
Coston McIsaac & Partners
Maine
$86K +$490 +1 +0.6%
EPW
3288
Evergreen Private Wealth
Colorado
$84.5K +$32.3K +66 +66%
CB
3289
Chris Bulman
California
$82K +$78.9K +161 New
BHWM
3290
Bay Harbor Wealth Management
Maryland
$82K – – –
CCMI
3291
Creative Capital Management Investments
California
$81.5K – – –
GG
3292
Gleason Group
Kentucky
$80.8K +$490 +1 +0.6%
SFC
3293
Strategic Financial Concepts
Texas
$80.1K -$182K -371 -70%
IWP
3294
IAG Wealth Partners
Wisconsin
$78.4K +$11.3K +23 +18%
W
3295
WealthCollab
Washington
$77.4K – – –
HC
3296
Hoese & Co
Minnesota
$74.3K -$23.5K -48 -24%
RBC
3297
Roble Belko & Company
Pennsylvania
$74K – – –
DFA
3298
DHJJ Financial Advisors
Illinois
$73.7K +$9.8K +20 +16%
RS
3299
Rakuten Securities
Japan
$71.8K -$312K -636 -82%
NMG
3300
New Millennium Group
Utah
$68.6K +$66.2K +135 New
130 131
132
133 134