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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
BMWS
2226
Brady Martz Wealth Solutions
North Dakota
$579K +$185K +500 +56%
MSCM
2227
McElhenny Sheffield Capital Management
Texas
$579K +$33K +89 +7%
MWM
2228
Mindset Wealth Management
Indiana
$577K -$71.2K -192 -12%
TWG
2229
The Wealth Group
Minnesota
$576K -$75.6K -204 -13%
LIA
2230
Lynx Investment Advisory
District of Columbia
$576K +$513K +1,385 New
LA
2231
Legacy Advisors
Pennsylvania
$575K +$110K +297 +27%
AWA
2232
AGH Wealth Advisors
Kansas
$574K +$14.1K +38 +3%
BF
2233
Brucke Financial
Indiana
$573K +$16.7K +45 +3%
BOSSRA
2234
B.O.S.S. Retirement Advisors
Utah
$573K +$14.8K +40 +3%
WCM
2235
Wedge Capital Management
North Carolina
$573K -$4.99M -13,450 -91%
FG
2236
Fiduciary Group
Georgia
$573K +$4.08K +11 +0.8%
RFG
2237
RFP Financial Group
Georgia
$572K +$99.3K +268 +24%
USWIA
2238
UP Strategic Wealth Investment Advisors
Pennsylvania
$572K – – –
SRA
2239
Secured Retirement Advisors
Minnesota
$571K -$983K -2,652 -66%
MHR
2240
Matthew Hamilton Rosenberg
$571K +$1.48K +4 +0.3%
PJC
2241
Phillip James Consulting
Minnesota
$570K -$68.9K -186 -12%
PIM
2242
Provident Investment Management
Michigan
$570K -$11.1K -30 -2%
OW
2243
Olistico Wealth
Oklahoma
$569K +$101K +273 +25%
GAM
2244
Gould Asset Management
California
$568K +$507K +1,367 New
BFA
2245
Buttonwood Financial Advisors
Maryland
$567K -$11.1K -30 -2%
HCP
2246
Holt Capital Partners
Texas
$565K +$12.6K +34 +3%
RPGNY
2247
Retirement Planning Group (New York)
New York
$565K -$103K -279 -17%
SEP
2248
Signature Equity Partners
Ohio
$564K +$129K +347 +34%
BA
2249
Birinyi Associates
Connecticut
$561K – – –
WAS
2250
Winch Advisory Services
Wisconsin
$559K -$70.1K -189 -12%
88 89
90
91 92