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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1801
BAM Wealth Management
Colorado
$914K -$82.7K -244 -8%
SFG
1802
SNS Financial Group
Minnesota
$914K -$15.6K -46 -2%
LWM
1803
Lodestone Wealth Management
Washington
$913K +$126K +372 +16%
NWMG
1804
National Wealth Management Group
Ohio
$913K -$831K -2,452 -47%
PAP
1805
Persistent Asset Partners
Hong Kong
$913K -$3.15M -9,297 -77%
EWM
1806
EPG Wealth Management
Georgia
$911K -$42K -124 -4%
SOS
1807
Silver Oak Securities
Tennessee
$910K +$99K +292 +12%
TW
1808
Tempo Wealth
Ohio
$907K +$932K +2,749 New
WI
1809
WrapManager Inc
California
$905K -$137K -403 -13%
EC
1810
EdgeRock Capital
Colorado
$904K +$20.3K +60 +2%
EIP
1811
Ellis Investment Partners
Pennsylvania
$902K -$256K -754 -22%
3IP
1812
3Chopt Investment Partners
Virginia
$902K +$134K +396 +17%
BOH
1813
Bank of Hawaii
Hawaii
$902K -$13.9K -41 -1%
MA
1814
MJP Associates
Connecticut
$901K +$176K +520 +24%
MSFS
1815
Main Street Financial Solutions
Pennsylvania
$900K -$224K -662 -20%
WIA
1816
Westbourne Investment Advisors
Maryland
$900K -$48.5K -143 -5%
IIL
1817
Income Insurance Ltd
$900K +$923K +2,725 New
PE
1818
PCM Encore
Colorado
$899K +$923K +2,725 New
SB
1819
Strategic Blueprint
Georgia
$896K -$473K -1,396 -34%
MPM
1820
Meritage Portfolio Management
Kansas
$895K -$33.9K -100 -4%
PCM
1821
Prelude Capital Management
New York
$895K +$919K +2,711 New
WEG
1822
World Equity Group
Illinois
$894K -$15.3K -45 -2%
VT
1823
Volterra Technologies
New York
$891K +$649K +1,915 +244%
CFA
1824
Churchill Financial Advisors
Kentucky
$891K +$915K +2,700 New
SFC
1825
SYM Financial Corp
Indiana
$889K -$68.8K -203 -7%
71 72
73
74 75