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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
3351
WFA Asset Management
Wisconsin
$109K +$566 +1 +0.5%
FCG
3352
Financial Connections Group
California
$107K -$22.6K -40 -18%
AWM
3353
Activest Wealth Management
Florida
$106K – – –
WAG
3354
Wiser Advisor Group
Arizona
$105K – – –
PA
3355
Pineridge Advisors
Missouri
$101K -$11.9K -21 -11%
CMP
3356
Coston McIsaac & Partners
Maine
$99K – – –
KWAG
3357
Kiely Wealth Advisory Group
North Carolina
$98.9K – – –
DWS
3358
Dynamic Wealth Strategies
California
$98K -$2.26K -4 -2%
TPW
3359
Talon Private Wealth
Florida
$97.6K +$94.5K +167 New
EPW
3360
Evergreen Private Wealth
Colorado
$97.1K – – –
CCMI
3361
Creative Capital Management Investments
California
$93.5K – – –
GG
3362
Gleason Group
Kentucky
$93.1K – – –
CPA
3363
Capital Performance Advisors
California
$90.6K +$87.7K +155 New
BHWM
3364
Bay Harbor Wealth Management
Maryland
$90K -$3.96K -7 -4%
W
3365
WealthCollab
Washington
$88.9K – – –
IIL
3366
Insight Inv LLC
California
$88.3K +$85.4K +151 New
PFG
3367
Peterson Financial Group
Iowa
$87.7K +$84.8K +150 New
CWM
3368
Compass Wealth Management
Connecticut
$87.7K -$39K -69 -32%
HC
3369
Hoese & Co
Minnesota
$87.7K – – –
RBC
3370
Roble Belko & Company
Pennsylvania
$85K – – –
PPA
3371
Painted Porch Advisors
California
$84.8K -$81.4K -144 -50%
TCM
3372
TruNorth Capital Management
Michigan
$82.4K +$14.1K +25 +22%
CHA
3373
Carmichael Hill & Associates
Maryland
$79.5K +$17K +30 +28%
RS
3374
Rakuten Securities
Japan
$79.5K -$2.83K -5 -4%
NMG
3375
New Millennium Group
Utah
$78.8K – – –
133 134
135
136 137