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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
2051
WR Wealth Planners
Missouri
$955K +$122K +247 +15%
TPWA
2052
TRUE Private Wealth Advisors
Oregon
$954K +$169K +343 +22%
BWA
2053
Blodgett Wealth Advisors
California
$954K +$492 +1 +0.1%
IIA
2054
ICW Investment Advisors
Arizona
$950K +$107K +217 +13%
RGF
2055
Retirement Guys Formula
Ohio
$950K +$927K +1,884 New
IA
2056
Inspire Advisors
Idaho
$947K +$265K +539 +40%
PCM
2057
Presidio Capital Management
California
$947K -$48.7K -99 -5%
GAA
2058
Global Assets Advisory
Florida
$946K +$104K +211 +13%
1W
2059
1776 Wealth
Georgia
$941K – – –
CPC
2060
Cookson Peirce & Co
Pennsylvania
$940K +$25.1K +51 +3%
SFB
2061
STAR Financial Bank
Indiana
$938K -$70.9K -144 -7%
CAM
2062
Campion Asset Management
Virginia
$938K – – –
PWMG
2063
Provence Wealth Management Group
California
$935K +$152K +309 +20%
ATWA
2064
Arbor Trust Wealth Advisors
Michigan
$935K +$199K +405 +28%
HWP
2065
Heritage Wealth Partners
Ohio
$933K +$128K +260 +16%
AWS
2066
Aspen Wealth Strategies
Colorado
$929K +$5.91K +12 +0.7%
SW
2067
SMART Wealth
Nebraska
$928K +$4.92K +10 +0.5%
OHWP
2068
Oak Harbor Wealth Partners
North Carolina
$928K +$29.5K +60 +3%
WPC
2069
White Pine Capital
Minnesota
$921K +$18.2K +37 +2%
FAG
2070
Fortitude Advisory Group
Washington
$921K +$25.6K +52 +3%
FSA
2071
Franklin Street Advisors
North Carolina
$920K – – –
AT
2072
Avalon Trust
New Mexico
$920K -$31.5K -64 -3%
AMG
2073
Asset Management Group
Connecticut
$918K +$12.3K +25 +1%
PAG
2074
Paladin Advisory Group
Iowa
$918K – – –
NB
2075
Northwest Bancshares
Pennsylvania
$917K -$7.38K -15 -0.8%
81 82
83
84 85