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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2201
Traynor Capital Management
Pennsylvania
$617K -$146K -394 -21%
PAG
2202
Paladin Advisory Group
Iowa
$617K – – –
GWA
2203
Gratus Wealth Advisors
Virginia
$615K – – –
MCC
2204
Malaga Cove Capital
California
$614K -$13K -35 -2%
BWM
2205
Buska Wealth Management
Wisconsin
$614K -$5.19K -14 -0.9%
LOWM
2206
Laurel Oak Wealth Management
New Jersey
$613K +$30K +81 +6%
GWM
2207
GSB Wealth Management
Connecticut
$613K +$4.82K +13 +0.9%
ANC
2208
Ames National Corp
Iowa
$611K -$16.7K -45 -3%
AOWM
2209
Asset One Wealth Management
Washington
$608K +$27.8K +75 +5%
FCM
2210
Fell Capital Management
California
$606K – – –
SIA
2211
SGL Investment Advisors
Montana
$606K -$324K -873 -37%
C
2212
Certuity
Florida
$606K -$429K -1,157 -44%
HPIA
2213
Hamilton Point Investment Advisors
North Carolina
$606K – – –
AWS
2214
Aspen Wealth Strategies
Colorado
$605K +$25.2K +68 +5%
PB
2215
Pinnacle Bancorp
Nebraska
$605K -$194K -523 -26%
RIA
2216
Regal Investment Advisors
Michigan
$604K -$214K -578 -28%
MFPI
2217
Midwest Financial Partners Investments
Minnesota
$604K -$37.4K -101 -6%
FPWM
2218
FSB Premier Wealth Management
Iowa
$602K -$5.56K -15 -1%
MWM
2219
Moran Wealth Management
Florida
$601K +$145K +391 +37%
LF
2220
Lighthouse Financial
Florida
$599K -$334K -901 -38%
SOS
2221
Silver Oak Securities
Tennessee
$597K -$164K -442 -24%
DIM
2222
Delta Investment Management
California
$595K +$531K +1,432 New
LF
2223
Lantz Financial
Illinois
$595K +$48.9K +132 +10%
SWM
2224
SHP Wealth Management
Massachusetts
$594K -$269K -726 -34%
PAP
2225
Persistent Asset Partners
Hong Kong
$593K +$529K +1,427 New
87 88
89
90 91