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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
2251
Correct Capital Wealth Management
Missouri
$859K +$134K +264 +18%
IWM
2252
Iams Wealth Management
Nebraska
$859K +$65.1K +128 +8%
NLP
2253
Next Level Private
New York
$854K +$877K +1,726 New
LI
2254
LRI Investments
Florida
$850K +$874K +1,719 New
PAG
2255
Paladin Advisory Group
Iowa
$850K -$43.7K -86 -5%
PCM
2256
Presidio Capital Management
California
$849K -$79.8K -157 -8%
FCA
2257
FLC Capital Advisors
California
$849K -$73.2K -144 -8%
FAFN
2258
First Affirmative Financial Network
Colorado
$846K +$32.5K +64 +4%
OHWP
2259
Oak Harbor Wealth Partners
North Carolina
$845K +$16.3K +32 +2%
MCM
2260
MV Capital Management
Maryland
$844K -$22.4K -44 -3%
NRC
2261
New Republic Capital
North Carolina
$844K -$15.3K -30 -2%
BC
2262
Bridgefront Capital
Texas
$843K +$866K +1,704 New
CAL
2263
Capital Advisors Ltd
Ohio
$840K -$12.7K -25 -1%
ZIMP
2264
Zimmermann Investment Management & Planning
Pennsylvania
$837K +$3.05K +6 +0.4%
AIC
2265
Archer Investment Corporation
Indiana
$836K -$459K -903 -35%
ARC
2266
Advisor Resource Council
Texas
$834K -$1.51M -2,975 -65%
AB
2267
Atlas Brown
Kentucky
$832K +$12.2K +24 +1%
1SB
2268
1ST Source Bank
Indiana
$832K +$15.3K +30 +2%
TF
2269
Tompkins Financial
New York
$830K – – –
WPA
2270
West Paces Advisors
Georgia
$830K +$14.7K +29 +2%
SWM
2271
Sendero Wealth Management
Texas
$830K -$452K -890 -35%
GAM
2272
Gould Asset Management
California
$828K – – –
TCB
2273
Texas Capital Bancshares
Texas
$827K -$12.2K -24 -1%
GLLW
2274
Graves Light Lenhart Wealth
Virginia
$823K -$6.61K -13 -0.8%
CNB
2275
Camden National Bank
Maine
$822K -$11.7K -23 -1%
89 90
91
92 93