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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
2201
Bickling Financial Services
Massachusetts
$248K +$237K +707 New
RCM
2202
Requisite Capital Management
Texas
$247K -$503K -1,500 -68%
CFP
2203
Curran Financial Partners
South Carolina
$247K +$236K +705 New
TWP
2204
TFO Wealth Partners
Ohio
$245K -$245K -732 -51%
CWM
2205
Concentric Wealth Management
California
$245K – – –
SFG
2206
StrategIQ Financial Group
Indiana
$245K +$235K +700 New
PCH
2207
PGIM Custom Harvest
New Jersey
$244K +$233K +695 New
BWM
2208
Benchmark Wealth Management
Connecticut
$243K -$35.9K -107 -13%
IWA
2209
Intercontinental Wealth Advisors
Texas
$242K +$231K +690 New
BDF
2210
Black Diamond Financial
Maryland
$241K – – –
CISOA
2211
Capital Investment Services of America
Wisconsin
$240K +$230K +685 New
PBC
2212
Pavion Blue Capital
California
$239K -$89.8K -268 -28%
BFA
2213
Benedict Financial Advisors
Georgia
$239K +$670 +2 +0.3%
CCA
2214
Column Capital Advisors
Indiana
$239K +$20.1K +60 +10%
MAS
2215
Managed Account Services
Florida
$239K +$228K +681 New
KA
2216
Klingman & Associates
New York
$238K +$228K +679 New
FFG
2217
Fortem Financial Group
California
$237K – – –
MIM
2218
Moseley Investment Management
Florida
$237K +$227K +677 New
SA
2219
Shilanski & Associates
Alaska
$236K -$12.7K -38 -5%
APW
2220
Acima Private Wealth
Virginia
$235K – – –
EA
2221
Ellsworth Advisors
Ohio
$235K +$335 +1 +0.1%
CA
2222
Crumly & Associates
Illinois
$235K +$227K +676 New
NRI
2223
NFP Retirement Inc
California
$235K – – –
FPFS
2224
First Personal Financial Services
North Carolina
$234K +$14.1K +42 +7%
QSS
2225
Quantitative Systematic Strategies
Florida
$234K +$224K +667 New
87 88
89
90 91