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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FPWM
2201
FSB Premier Wealth Management
Iowa
$396K +$21.1K +71 +5%
GWM
2202
GSB Wealth Management
Connecticut
$396K +$20K +67 +5%
AFA
2203
Alpha Financial Advisors
North Carolina
$395K -$268K -900 -38%
FCM
2204
Fell Capital Management
California
$395K -$44.7K -150 -9%
HPIA
2205
Hamilton Point Investment Advisors
North Carolina
$394K -$46.8K -157 -10%
PWG
2206
Portside Wealth Group
Utah
$393K -$50K -168 -10%
LWA
2207
Lifelong Wealth Advisors
Minnesota
$392K +$229K +770 +113%
FCAS
2208
First Command Advisory Services
Texas
$390K +$37.5K +126 +10%
WSA
2209
Wealth Science Advisors
Georgia
$390K – – –
SAM
2210
Sagewood Asset Management
New York
$389K +$1.19K +4 +0.3%
PA
2211
PSI Advisors
Florida
$386K +$89.3K +300 +27%
SIS
2212
Sound Income Strategies
Florida
$386K +$2.38K +8 +0.6%
BWM
2213
Baron Wealth Management
Michigan
$384K -$196K -657 -32%
SFG
2214
SageGuard Financial Group
Tennessee
$383K -$29.8K -100 -7%
MHC
2215
May Hill Capital
Massachusetts
$383K +$139K +467 +49%
CLOS
2216
Compagnie Lombard Odier SCmA
Switzerland
$383K -$127K -427 -23%
BWM
2217
BCS Wealth Management
Tennessee
$382K -$446K -1,499 -51%
NLP
2218
Next Level Private
New York
$382K +$2.38K +8 +0.6%
SFS
2219
Summit Financial Strategies
Ohio
$381K -$22.3K -75 -5%
LWL
2220
Leo Wealth LLC
Texas
$380K +$59.9K +201 +17%
MW
2221
Members Wealth
Pennsylvania
$380K -$11K -37 -3%
PIM
2222
Provident Investment Management
Michigan
$379K – – –
FCCM
2223
First City Capital Management
Georgia
$379K +$45.6K +153 +12%
MCCP
2224
Mission Creek Capital Partners
California
$378K -$2.44M -8,180 -85%
GPI
2225
General Partner Inc
Pennsylvania
$378K -$14.9K -50 -3%
87 88
89
90 91