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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1876
Institute for Wealth Management
Colorado
$1.58M +$20.3K +40 +1%
OWG
1877
Oxford Wealth Group
Florida
$1.58M +$1.62M +3,189 New
WIA
1878
Westbourne Investment Advisors
Maryland
$1.58M -$54.9K -108 -3%
PIA
1879
Pinion Investment Advisors
Kansas
$1.58M +$31.5K +62 +2%
CC
1880
Codex Capital
New York
$1.57M – – –
KAS
1881
KPP Advisory Services
Kentucky
$1.57M +$137K +269 +9%
MTC
1882
Matrix Trust Company
Colorado
$1.57M -$36.1K -71 -2%
BFA
1883
Brendel Financial Advisors
New Hampshire
$1.57M -$1.02K -2 -0.1%
BAMG
1884
Brand Asset Management Group
Missouri
$1.57M +$2.03K +4 +0.1%
KMWM
1885
Keudell/Morrison Wealth Management
Oregon
$1.56M -$122K -239 -7%
SJIM
1886
St. Johns Investment Management
Florida
$1.56M +$318K +626 +25%
GCP
1887
GSA Capital Partners
United Kingdom
$1.56M -$2.55M -5,018 -61%
PA
1888
Prossimo Advisors
California
$1.55M -$97.1K -191 -6%
MWA
1889
Midland Wealth Advisors
Illinois
$1.55M +$117K +231 +8%
CFS
1890
CRA Financial Services
New Jersey
$1.55M +$24.9K +49 +2%
HI
1891
Humankind Investments
New York
$1.54M +$164K +322 +12%
AC
1892
Allstate Corporation
Illinois
$1.54M -$49.8K -98 -3%
GA
1893
GoalVest Advisory
New York
$1.54M +$113K +223 +8%
EI
1894
Ellevest Inc
New York
$1.54M -$71.7K -141 -4%
RIA
1895
Regal Investment Advisors
Michigan
$1.53M -$141K -277 -8%
IIM
1896
Intact Investment Management
Quebec, Canada
$1.53M +$966K +1,900 +158%
FFA
1897
Florida Financial Advisors
Florida
$1.53M +$500K +984 +47%
AAM
1898
AR Asset Management
California
$1.53M – – –
PCP
1899
Pacific Capital Partners
$1.52M – – –
AFA
1900
Abacus FCF Advisors
Florida
$1.52M -$7.17M -14,106 -82%
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