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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
2101
Invera Wealth Advisors
Oregon
$619K +$17.2K +57 +3%
PWM
2102
Pines Wealth Management
North Carolina
$617K +$45.7K +151 +9%
LA
2103
LVW Advisors
New York
$615K +$100K +332 +23%
SC
2104
Sierra Capital
Florida
$614K -$8.47K -28 -2%
FFWM
2105
Future Financial Wealth Management
Ohio
$608K +$83.2K +275 +19%
VBFP
2106
Valtinson Bruner Financial Planning
Minnesota
$607K +$3.02K +10 +0.6%
CAWM
2107
Capital Advisors Wealth Management
Washington
$606K +$77.7K +257 +17%
BC
2108
Broadwater Capital
Massachusetts
$606K – – –
RWA
2109
River Wealth Advisors
Pennsylvania
$605K -$2.87M -9,475 -84%
WWC
2110
Waypoint Wealth Counsel
Georgia
$604K +$202K +669 +62%
NSIM
2111
North Star Investment Management
Illinois
$602K +$15.4K +51 +3%
TWG
2112
The Wealth Group
Minnesota
$601K -$19.1K -63 -3%
SFS
2113
Summit Financial Strategies
Ohio
$600K -$5.14K -17 -1%
FFWA
2114
FRG Family Wealth Advisors
Washington
$598K – – –
AA
2115
Aire Advisors
California
$598K +$151K +498 +40%
FSA
2116
Franklin Street Advisors
North Carolina
$598K -$74.4K -246 -12%
SI
2117
Severin Investments
Missouri
$598K +$524K +1,731 New
WAS
2118
Winch Advisory Services
Wisconsin
$597K +$75.6K +250 +17%
ACP
2119
Argyle Capital Partners
California
$597K +$235K +776 +82%
KA
2120
Klingman & Associates
New York
$596K +$172K +568 +49%
MCWS
2121
McKinley Carter Wealth Services
West Virginia
$595K -$5.19M -17,169 -91%
GF
2122
Gries Financial
Ohio
$595K +$37.5K +124 +8%
ABTD
2123
Arvest Bank Trust Division
Oklahoma
$595K +$15.1K +50 +3%
SPWG
2124
Sage Private Wealth Group
Illinois
$595K +$21.8K +72 +4%
RFG
2125
RFP Financial Group
Georgia
$595K +$16.9K +56 +4%
83 84
85
86 87