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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FFWA
3451
Forthright Family Wealth Advisory
Texas
$201K -$25K -44 -10%
LWM
3452
Lakeridge Wealth Management
Ohio
$201K +$568 +1 +0.3%
BWM
3453
BankPlus Wealth Management
Mississippi
$201K +$226K +397 New
PCFFS
3454
Pacific Center for Financial Services
California
$200K -$28.4K -50 -11%
FA
3455
Fedenia Advisers
Wisconsin
$200K +$224K +395 New
TFGT
3456
TS Financial Group (TSFG)
Illinois
$197K -$34.1K -60 -13%
HC
3457
Hara Capital
Washington
$191K – – –
FCMT
3458
Founders Capital Management (Texas)
Texas
$190K – – –
FCT
3459
First Community Trust
Iowa
$189K – – –
KFP
3460
Keener Financial Planning
Texas
$188K – – –
MSWM
3461
Mowery & Schoenfeld Wealth Management
Illinois
$185K +$41.5K +73 +25%
PS
3462
Pinney & Scofield
Massachusetts
$182K +$204K +359 New
FWA
3463
FSC Wealth Advisors
New York
$178K -$67K -118 -25%
PWMG
3464
Private Wealth Management Group
New Jersey
$177K +$9.66K +17 +5%
IWM
3465
IMG Wealth Management
Florida
$177K +$198K +349 New
ME
3466
McIlrath & Eck
Washington
$173K -$167K -294 -46%
AP
3467
Aspect Partners
Virginia
$167K +$6.82K +12 +4%
HWM
3468
HighMark Wealth Management
Minnesota
$165K +$5.68K +10 +3%
BWAM
3469
Boyd Watterson Asset Management
Ohio
$161K – – –
CPG
3470
Cornerstone Planning Group
New Jersey
$161K -$6.82K -12 -4%
WFG
3471
Wormser Freres Gestion
France
$159K +$161K +284 +1,136%
MFG
3472
Mendota Financial Group
Wisconsin
$157K -$1.14K -2 -0.6%
PP
3473
Pingora Partners
Wyoming
$157K -$5.68K -10 -3%
MB
3474
Mizuho Bank
Japan
$157K – – –
NWMP
3475
Noble Wealth Management PBC
Colorado
$155K +$174K +306 New
137 138
139
140 141