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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1926
Sendero Wealth Management
Texas
$1.17M -$1.84M -3,773 -61%
PMA
1927
Prudent Man Advisors
Illinois
$1.17M -$24K -49 -2%
EFL
1928
ERn Financial LLC
Wisconsin
$1.17M +$16.6K +34 +1%
MTC
1929
McDaniel Terry & Co
Texas
$1.17M +$159K +325 +15%
DBT
1930
Dubuque Bank & Trust
Iowa
$1.17M +$36.2K +74 +3%
CWP
1931
CFM Wealth Partners
Texas
$1.16M -$27.9K -57 -2%
WAM
1932
Weinberger Asset Management
California
$1.16M -$4.4K -9 -0.4%
CFO
1933
CVA Family Office
Colorado
$1.16M +$187K +383 +19%
AA
1934
Alta Advisers
United Kingdom
$1.15M – – –
FCFC
1935
First Commonwealth Financial Corp
Pennsylvania
$1.15M +$46.5K +95 +4%
NHC
1936
Nicholas Hoffman & Company
Georgia
$1.15M -$121K -247 -9%
SHFA
1937
SC&H Financial Advisors
Maryland
$1.15M -$1.96K -4 -0.2%
PAM
1938
Peak Asset Management
Colorado
$1.14M -$7.33K -15 -0.6%
MCM
1939
Monument Capital Management
Virginia
$1.14M +$335K +685 +40%
MTIC
1940
Missouri Trust & Investment Company
Missouri
$1.14M +$4.89K +10 +0.4%
PWM
1941
Prentice Wealth Management
New York
$1.14M +$65.5K +134 +6%
BA
1942
Bluesphere Advisors
Pennsylvania
$1.13M +$71.9K +147 +7%
OFS
1943
OneAscent Financial Services
Alabama
$1.13M +$196K +401 +21%
RP
1944
Riverwater Partners
Wisconsin
$1.13M -$29.3K -60 -2%
FCA
1945
FLC Capital Advisors
California
$1.13M – – –
CWA
1946
Cornerstone Wealth Advisors
Minnesota
$1.13M – – –
SC
1947
Saturna Capital
Washington
$1.13M +$62.6K +128 +6%
HCM
1948
Hodges Capital Management
Texas
$1.12M -$1.82M -3,714 Closed
CIA
1949
Cladis Investment Advisory
Montana
$1.12M – – –
NRWA
1950
North Ridge Wealth Advisors
Oregon
$1.12M – – –
76 77
78
79 80