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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PPH
3351
Pure Portfolios Holdings
Oregon
$236K +$13.1K +23 +5%
FFO
3352
Fortitude Family Office
Arizona
$236K +$3.98K +7 +2%
BFP
3353
Briaud Financial Planning
Texas
$235K – – –
IWN
3354
Independent Wealth Network
Iowa
$235K +$57.4K +101 +28%
CIAS
3355
CBIZ Investment Advisory Services
Ohio
$234K +$568 +1 +0.2%
HIMS
3356
Hager Investment Management Services
New Hampshire
$234K +$263K +462 New
CL
3357
CVFG LLC
Indiana
$233K +$262K +461 New
PIN
3358
Prudent Investors Network
California
$233K -$387K -681 -60%
PFC
3359
Phocas Financial Corp
California
$233K +$261K +460 New
BCM
3360
Brown Capital Management
Maryland
$232K -$140K -247 -35%
LWM
3361
LJI Wealth Management
Indiana
$232K +$260K +458 New
MWM
3362
Massachusetts Wealth Management
Massachusetts
$231K – – –
GCM
3363
Gallacher Capital Management
Colorado
$231K -$7.39K -13 -3%
EF
3364
Exeter Financial
Arizona
$231K +$568 +1 +0.2%
AA
3365
Addison Advisors
Vermont
$230K -$14.2K -25 -5%
AWM
3366
Aberdeen Wealth Management
Illinois
$230K – – –
MA
3367
MBA Advisors
Pennsylvania
$230K -$71K -125 -22%
GWA
3368
Gutierrez Wealth Advisory
Arkansas
$230K +$258K +454 New
FCA
3369
Fortis Capital Advisors
Kansas
$230K -$25.6K -45 -10%
DWP
3370
Destiny Wealth Partners
Florida
$229K +$1.14K +2 +0.4%
SIAP
3371
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$228K +$256K +451 New
PWM
3372
Purus Wealth Management
California
$228K – – –
SGAM
3373
Smith Group Asset Management
Texas
$228K – – –
AC
3374
AWM Capital
Arizona
$227K +$36.9K +65 +17%
WCG
3375
Weaver Consulting Group
California
$227K -$2.84K -5 -1%
133 134
135
136 137