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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2301
PSI Advisors
Florida
$531K -$55.6K -150 -11%
ACM
2302
Arcataur Capital Management
Wisconsin
$531K – – –
FSAG
2303
Financial Solutions Advisory Group
Illinois
$531K -$470K -1,269 -51%
BL
2304
BFSG LLC
California
$531K -$27.4K -74 -5%
CCWP
2305
Cedar Cove Wealth Partners
Minnesota
$530K -$110K -297 -19%
OCM
2306
Orleans Capital Management
Louisiana
$530K +$473K +1,275 New
SFG
2307
SageGuard Financial Group
Tennessee
$530K -$52.6K -142 -10%
PIA
2308
Pinion Investment Advisors
Kansas
$527K -$154K -416 -25%
EL
2309
EWA LLC
Pennsylvania
$527K +$45.6K +123 +11%
SI
2310
Severin Investments
Missouri
$527K +$470K +1,267 New
CAC
2311
Core Alternative Capital
Georgia
$526K +$75.2K +203 +19%
SFG
2312
Seamount Financial Group
Colorado
$525K – – –
CFS
2313
Commonwealth Financial Services
West Virginia
$525K +$127K +342 +37%
FCAS
2314
First Command Advisory Services
Texas
$525K -$67.1K -181 -13%
BCM
2315
Bannerstone Capital Management
Minnesota
$522K -$20.8K -56 -4%
V
2316
VeraBank
Texas
$522K -$23.7K -64 -5%
PWM
2317
Penobscot Wealth Management
Maine
$522K +$2.96K +8 +0.6%
VAF
2318
Values Added Financial
District of Columbia
$521K +$58.6K +158 +14%
RCM
2319
RB Capital Management
Nevada
$518K -$98.6K -266 -18%
CA
2320
Centerpoint Advisors
Massachusetts
$518K – – –
M
2321
Mirova
France
$518K -$2.53M -6,822 -85%
G
2322
GenTrust
Florida
$518K -$179K -484 -28%
PWP
2323
Ponta Wealth Partners
Florida
$518K +$462K +1,246 New
HCA
2324
Heck Capital Advisors
Wisconsin
$517K +$4.08K +11 +0.9%
JGGDR
2325
JGP Global Gestao de Recursos
Brazil
$517K +$461K +1,243 New
91 92
93
94 95