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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2176
Sound Income Strategies
Florida
$634K +$43.4K +117 +8%
WAM
2177
Worth Asset Management
Texas
$634K +$102K +276 +22%
JCM
2178
Jacobsen Capital Management
Utah
$630K +$64.9K +175 +13%
MFG
2179
Mustico Financial Group
New York
$629K +$5.93K +16 +1%
SOW
2180
State of Wyoming
Wyoming
$629K +$561K +1,514 New
SIAP
2181
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$629K – – –
PPWM
2182
Paragon Private Wealth Management
Kentucky
$628K +$61.2K +165 +12%
CA
2183
COFG Advisors
Illinois
$627K +$192K +517 +52%
CWP
2184
Curated Wealth Partners
California
$627K +$156K +422 +39%
WAG
2185
Winthrop Advisory Group
Massachusetts
$626K +$6.67K +18 +1%
AF
2186
Arrow Financial
New York
$626K -$146K -395 -21%
NLP
2187
Next Level Private
New York
$625K +$34.8K +94 +7%
CPC
2188
Consolidated Planning Corp
Georgia
$625K -$63.4K -171 -10%
AWP
2189
Abacus Wealth Partners
California
$624K -$395K -1,066 -42%
TNA
2190
True North Advisors
Texas
$624K -$187K -505 -25%
PWP
2191
Pursue Wealth Partners
California
$623K +$556K +1,500 New
CTC
2192
Corundum Trust Company
South Dakota
$623K – – –
TWM
2193
Trueblood Wealth Management
Ohio
$623K +$11.1K +30 +2%
AWP
2194
Axis Wealth Partners
Rhode Island
$622K -$20K -54 -3%
SWA
2195
Sax Wealth Advisors
New Jersey
$622K +$599K +1,617 +237%
FWP
2196
Flatrock Wealth Partners
California
$621K +$94.5K +255 +21%
SWM
2197
Sandro Wealth Management
New Jersey
$621K +$56.3K +152 +11%
CPWA
2198
Cerro Pacific Wealth Advisors
California
$619K +$552K +1,490 New
VCP
2199
Verus Capital Partners
Arizona
$619K +$36K +97 +7%
TNB
2200
Thomasville National Bank
Georgia
$618K +$552K +1,488 New
86 87
88
89 90