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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
HPIA
2201
Hamilton Point Investment Advisors
North Carolina
$521K +$25.6K +67 +4%
CAS
2202
Coppell Advisory Solutions
Texas
$521K -$1.24M -3,247 -66%
VT
2203
Volterra Technologies
New York
$521K +$638K +1,670 New
BFS
2204
BridgePort Financial Solutions
Iowa
$521K +$50.8K +133 +9%
AAB
2205
ABN AMRO Bank
Netherlands
$520K -$3.51M -9,188 -85%
NRC
2206
New Republic Capital
North Carolina
$519K -$110K -287 -15%
AWA
2207
AGH Wealth Advisors
Kansas
$518K -$200K -524 -24%
RC
2208
Rovin Capital
Arizona
$518K +$425K +1,113 +204%
AWM
2209
AllSquare Wealth Management
New York
$517K +$248K +650 +65%
CL
2210
CLG LLC
California
$516K +$54.3K +142 +9%
CIA
2211
Cape Investment Advisory
Georgia
$516K +$37.5K +98 +6%
PW
2212
PUREfi Wealth
Massachusetts
$516K +$367K +961 +139%
SPWG
2213
Sage Private Wealth Group
Illinois
$515K +$328K +857 +108%
SC
2214
Steph & Co
Wisconsin
$514K +$106K +278 +20%
VCM
2215
Virtue Capital Management
Tennessee
$513K -$862K -2,256 -58%
DSA
2216
Droms Strauss Advisors
Missouri
$513K – – –
SWG
2217
Summit Wealth Group
Vermont
$513K – – –
TF
2218
Tudor Financial
Ohio
$513K -$32.5K -85 -5%
HT
2219
Headlands Technologies
Illinois
$511K +$626K +1,639 New
LI
2220
LRI Investments
Florida
$511K -$174K -454 -2%
IWM
2221
Iams Wealth Management
Nebraska
$511K +$8.79K +23 +1%
PWG
2222
Portside Wealth Group
Utah
$510K -$1.68M -4,407 -73%
CLOS
2223
Compagnie Lombard Odier SCmA
Switzerland
$510K -$13.6M -35,625 -96%
BCM
2224
Berbice Capital Management
New York
$509K -$1.53M -4,000 -71%
NB
2225
Northwest Bancshares
Pennsylvania
$509K -$3.82K -10 -0.6%
87 88
89
90 91