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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
JDLA
2226
J. Derek Lewis & Associates
California
$591K -$115K -310 -18%
BWF
2227
Better Way Financial
Pennsylvania
$591K +$526K +1,420 New
AFA
2228
Alpha Financial Advisors
North Carolina
$589K -$15.2K -41 -3%
MJP
2229
Michael J. Puzo
$588K -$3.74M -10,087 -88%
FA
2230
Forefront Analytics
Pennsylvania
$586K -$213K -574 -29%
SFS
2231
Summit Financial Strategies
Ohio
$584K -$371 -1 -0.1%
GS
2232
GTS Securities
Florida
$584K -$1.38M -3,727 -73%
DWS
2233
Discipline Wealth Solutions
South Carolina
$584K +$4.08K +11 +0.8%
DTL
2234
Dynamic Technology Lab
Singapore
$582K -$77.1K -208 -13%
CFSG
2235
Clark Financial Services Group
Missouri
$580K +$4.82K +13 +0.9%
GPI
2236
General Partner Inc
Pennsylvania
$580K – – –
FCCM
2237
First City Capital Management
Georgia
$579K -$2.22K -6 -0.4%
PFWA
2238
Paces Ferry Wealth Advisors
Georgia
$579K +$143K +386 +38%
BMWS
2239
Brady Martz Wealth Solutions
North Dakota
$579K +$185K +500 +56%
MSCM
2240
McElhenny Sheffield Capital Management
Texas
$579K +$33K +89 +7%
MWM
2241
Mindset Wealth Management
Indiana
$577K -$71.2K -192 -12%
TWG
2242
The Wealth Group
Minnesota
$576K -$75.6K -204 -13%
LIA
2243
Lynx Investment Advisory
District of Columbia
$576K +$513K +1,385 New
LA
2244
Legacy Advisors
Pennsylvania
$575K +$110K +297 +27%
AWA
2245
AGH Wealth Advisors
Kansas
$574K +$14.1K +38 +3%
BF
2246
Brucke Financial
Indiana
$573K +$16.7K +45 +3%
BOSSRA
2247
B.O.S.S. Retirement Advisors
Utah
$573K +$14.8K +40 +3%
WCM
2248
Wedge Capital Management
North Carolina
$573K -$4.99M -13,450 -91%
FG
2249
Fiduciary Group
Georgia
$573K +$4.08K +11 +0.8%
RFG
2250
RFP Financial Group
Georgia
$572K +$99.3K +268 +24%
88 89
90
91 92