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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
USWIA
2251
UP Strategic Wealth Investment Advisors
Pennsylvania
$572K – – –
SRA
2252
Secured Retirement Advisors
Minnesota
$571K -$983K -2,652 -66%
MHR
2253
Matthew Hamilton Rosenberg
$571K +$1.48K +4 +0.3%
PJC
2254
Phillip James Consulting
Minnesota
$570K -$68.9K -186 -12%
PIM
2255
Provident Investment Management
Michigan
$570K -$11.1K -30 -2%
OW
2256
Olistico Wealth
Oklahoma
$569K +$101K +273 +25%
GAM
2257
Gould Asset Management
California
$568K +$507K +1,367 New
BFA
2258
Buttonwood Financial Advisors
Maryland
$567K -$11.1K -30 -2%
HCP
2259
Holt Capital Partners
Texas
$565K +$12.6K +34 +3%
RPGNY
2260
Retirement Planning Group (New York)
New York
$565K -$103K -279 -17%
SEP
2261
Signature Equity Partners
Ohio
$564K +$129K +347 +34%
BA
2262
Birinyi Associates
Connecticut
$561K – – –
WAS
2263
Winch Advisory Services
Wisconsin
$559K -$70.1K -189 -12%
WHG
2264
Westwood Holdings Group
Texas
$559K +$499K +1,345 New
BWM
2265
BCS Wealth Management
Tennessee
$558K -$26.3K -71 -5%
FMC
2266
First Merchants Corp
Indiana
$558K -$9.27K -25 -2%
CWA
2267
Clarus Wealth Advisors
Arizona
$558K -$71.9K -194 -13%
FFC
2268
First Financial Corp
Indiana
$556K -$2.96K -8 -0.6%
PC
2269
Prairiewood Capital
North Dakota
$556K – – –
CWM
2270
Cahaba Wealth Management
Georgia
$554K +$4.08K +11 +0.8%
SFS
2271
Stiles Financial Services
Minnesota
$553K -$5.93K -16 -1%
MWPCG
2272
Measured Wealth Private Client Group
New Hampshire
$553K – – –
WMA
2273
Wealth Management Associates
New Jersey
$552K +$1.48K +4 +0.3%
FFM
2274
Forum Financial Management
Illinois
$550K +$7.41K +20 +2%
SR
2275
Swiss Re
Switzerland
$548K +$449K +1,212 +1,133%
89 90
91
92 93