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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1901
Consilium Wealth Advisory
Texas
$811K -$81.7K -270 -10%
CPA
1902
Cardiff Park Advisors
California
$810K -$60.5K -200 -8%
KWM
1903
KFG Wealth Management
Indiana
$809K -$114K -378 -14%
MA
1904
MCF Advisors
Kentucky
$807K +$7.86K +26 +1%
3IP
1905
3Chopt Investment Partners
Virginia
$807K +$216K +714 +44%
WWM
1906
Whalen Wealth Management
Nevada
$803K +$283K +936 +67%
OFO
1907
OneAscent Family Office
Alabama
$803K +$703K +2,325 New
CIM
1908
CIM Investment Management
Pennsylvania
$803K -$7.56K -25 -1%
CNBT
1909
Canandaigua National Bank & Trust
New York
$802K -$46.3K -153 -6%
TNA
1910
True North Advisors
Texas
$802K +$180K +594 +34%
BIA
1911
Bigelow Investment Advisors
Maine
$799K -$472K -1,561 -40%
FSC
1912
Full Sail Capital
Oklahoma
$799K +$186K +615 +36%
RCA
1913
Roberts Capital Advisors
Colorado
$799K +$700K +2,314 New
AIM
1914
Aigen Investment Management
New York
$799K -$69K -228 -9%
FWP
1915
Forefront Wealth Partners
Texas
$796K +$361K +1,192 +107%
SIA
1916
SGL Investment Advisors
Montana
$795K +$522K +1,726 +263%
CWA
1917
Cornerstone Wealth Advisors
Minnesota
$794K -$18.1K -60 -3%
CPM
1918
Connective Portfolio Management
New York
$794K +$696K +2,300 New
FAT
1919
First American Trust
California
$794K +$148K +488 +27%
LCG
1920
Lakeshore Capital Group
Illinois
$793K +$7.56K +25 +1%
AAG
1921
Armstrong Advisory Group
Massachusetts
$792K -$27.2K -90 -4%
NEWAS
1922
N.E.W. Advisory Services
Wisconsin
$792K +$271K +895 +64%
TIA
1923
Tiemann Investment Advisors
California
$788K -$33.6K -111 -5%
AFA
1924
AA Financial Advisors
Ohio
$787K +$22.4K +74 +3%
HG
1925
Harbor Group
New Hampshire
$786K +$3.63K +12 +0.5%
75 76
77
78 79