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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFCSB
1901
Cape Cod Five Cents Savings Bank
Massachusetts
$929K +$829K +2,236 New
LIA
1902
LBMC Investment Advisors
Tennessee
$929K +$4.82K +13 +0.6%
SWM
1903
Salvus Wealth Management
New Jersey
$928K -$82.3K -222 -9%
III
1904
Independent Investors Inc
New York
$927K -$130K -350 -14%
AWG
1905
Altus Wealth Group
Colorado
$925K +$54.9K +148 +7%
ACM
1906
AlphaStar Capital Management
North Carolina
$923K +$137K +370 +20%
FPW
1907
Fairvoy Private Wealth
Alabama
$919K +$820K +2,212 New
CM
1908
Cercano Management
Washington
$919K -$32.9M -88,716 -98%
LWMM
1909
Legacy Wealth Management (Mississippi)
Mississippi
$918K -$630K -1,700 -44%
SWA
1910
SFMG Wealth Advisors
Texas
$917K -$11.5K -31 -1%
CFS
1911
CRA Financial Services
New Jersey
$917K +$64.1K +173 +9%
TWM
1912
Topsail Wealth Management
North Carolina
$915K -$102K -274 -11%
CFA
1913
Collaborative Fund Advisors
Nevada
$910K +$812K +2,190 New
LWCFA
1914
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$910K +$13K +35 +2%
HA
1915
Herold Advisors
New York
$910K -$50.4K -136 -6%
GPA
1916
Garrison Point Advisors
California
$909K -$102K -274 -11%
GAM
1917
Grandview Asset Management
Pennsylvania
$909K +$81.9K +221 +11%
XPN
1918
XY Planning Network
Montana
$908K +$523K +1,412 +183%
RFW
1919
Redwood Family Wealth
Texas
$907K +$4.08K +11 +0.5%
FWM
1920
Finer Wealth Management
Massachusetts
$904K -$7.04K -19 -0.9%
MMCM
1921
Murphy & Mullick Capital Management
New York
$902K +$18.9K +51 +2%
PI
1922
Pettee Investors
Connecticut
$901K – – –
CA
1923
Cornerstone Advisory
Maryland
$901K -$147K -396 -15%
KLCM
1924
KG&L Capital Management
Louisiana
$899K +$28.5K +77 +4%
DA
1925
Doliver Advisors
Texas
$897K -$8.15K -22 -1%
75 76
77
78 79