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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1926
Fairscale Capital
New Hampshire
$1.43M +$1.28M +2,604 New
CIM
1927
CIM Investment Management
Pennsylvania
$1.43M -$16.2K -33 -1%
LOIP
1928
Live Oak Investment Partners
Texas
$1.43M – – –
BOS
1929
Bank of Stockton
California
$1.42M -$139K -284 -9%
WAG
1930
Wallace Advisory Group
California
$1.42M +$14.2K +29 +1%
MWA
1931
Midland Wealth Advisors
Illinois
$1.42M -$167K -340 -11%
AR
1932
Apeiron RIA
Texas
$1.41M +$45.6K +93 +3%
GWP
1933
Gen-Wealth Partners
Michigan
$1.41M +$77.4K +158 +6%
WIM
1934
Westside Investment Management
California
$1.41M +$384K +784 +40%
SS
1935
Sunbelt Securities
Texas
$1.41M -$360K -734 -21%
CH
1936
Cromwell Holdings
Wyoming
$1.41M +$1.36M +2,765 New
EFL
1937
ERn Financial LLC
Wisconsin
$1.41M -$10.8K -22 -0.8%
S
1938
Sunpointe
Missouri
$1.41M +$48K +98 +4%
GWA
1939
Gratus Wealth Advisors
Virginia
$1.4M -$51.5K -105 -4%
KIC
1940
Kensington Investment Counsel
California
$1.4M +$3.92K +8 +0.3%
SSWM
1941
Smith Salley Wealth Management
North Carolina
$1.4M +$214K +436 +19%
SIAG
1942
Safeguard Investment Advisory Group
California
$1.4M +$252K +515 +23%
PIA
1943
Perennial Investment Advisors
California
$1.4M +$4.9K +10 +0.4%
SPWG
1944
Syntegra Private Wealth Group
Missouri
$1.4M +$18.1K +37 +1%
CB
1945
Cadence Bank
Mississippi
$1.4M -$2.94K -6 -0.2%
CCS
1946
Concentric Capital Strategies
Connecticut
$1.4M +$1.34M +2,742 New
LF
1947
Lee Financial
Texas
$1.39M -$167K -340 -11%
BB
1948
Burford Brothers
Texas
$1.39M +$91.7K +187 +7%
CFG
1949
Cooper Financial Group
California
$1.39M +$241K +492 +22%
AI
1950
AXS Investments
New York
$1.39M -$1.49M -3,042 -53%
76 77
78
79 80