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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
GLLW
2251
Graves Light Lenhart Wealth
Virginia
$901K +$24.5K +48 +3%
TWM
2252
Thrive Wealth Management
Pennsylvania
$900K -$40.4K -79 -4%
SC
2253
Soundwatch Capital
Connecticut
$900K -$104K -204 -11%
FFA
2254
Founders Financial Alliance
North Carolina
$899K +$389K +761 +80%
MCM
2255
MV Capital Management
Maryland
$899K +$23K +45 +3%
PAG
2256
Paladin Advisory Group
Iowa
$896K – – –
MQWP
2257
Morey & Quinn Wealth Partners
Nebraska
$891K +$35.3K +69 +4%
PWA
2258
Phoenix Wealth Advisors
North Carolina
$891K +$25K +49 +3%
DFA
2259
Davies Financial Advisors
California
$891K -$7.16K -14 -0.8%
IPW
2260
Impact Partnership Wealth
Georgia
$888K +$866K +1,695 New
GAM
2261
Gould Asset Management
California
$887K – – –
SMA
2262
Seven Mile Advisory
New Jersey
$887K +$56.2K +110 +7%
APIM
2263
Agate Pass Investment Management
Washington
$885K +$31.2K +61 +4%
TWG
2264
The Wealth Group
Minnesota
$879K -$50.6K -99 -6%
SHFP
2265
Second Half Financial Partners
Florida
$878K -$62.9K -123 -7%
PBK
2266
Peoples Bank (Kansas)
Kansas
$878K – – –
BFA
2267
Buttonwood Financial Advisors
Maryland
$873K -$14.8K -29 -2%
PWM
2268
Proathlete Wealth Management
Florida
$872K – – –
MAM
2269
Marotta Asset Management
Virginia
$872K – – –
RL
2270
Rogco LP
Oklahoma
$872K -$287K -561 -25%
KWA
2271
Kellett Wealth Advisors
Ohio
$871K +$6.65K +13 +0.8%
CYG
2272
Clean Yield Group
Vermont
$867K -$91K -178 -10%
ACP
2273
Arcus Capital Partners
Georgia
$867K +$144K +282 +21%
FFG
2274
Floyd Financial Group
Missouri
$867K +$2.56K +5 +0.3%
KCM
2275
Kanawha Capital Management
Virginia
$867K +$130K +254 +18%
89 90
91
92 93