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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
2326
GGM Wealth Advisors
Maryland
$218K +$190K +548 New
TFA
2327
Teamwork Financial Advisors
Texas
$217K +$202K +582 New
RWM
2328
Raffa Wealth Management
District of Columbia
$216K +$5.54K +16 +3%
TF
2329
TRH Financial
Iowa
$216K -$7.97K -23 -4%
BFP
2330
Briaud Financial Planning
Texas
$216K – – –
HFS
2331
Horizon Financial Services
North Carolina
$216K – – –
TFO
2332
Tarbox Family Office
California
$214K – – –
MFGM
2333
Marshall Financial Group (Maryland)
Maryland
$214K +$199K +575 New
AWP
2334
Abacus Wealth Partners
California
$213K +$199K +573 New
HIS
2335
Harvest Investment Services
Illinois
$213K +$198K +572 New
KIG
2336
Kowal Investment Group
Wisconsin
$212K -$52.7K -152 -21%
DWA
2337
Dougherty Wealth Advisers
Minnesota
$212K – – –
LWM
2338
Liberty Wealth Management
California
$212K – – –
SSC
2339
Syverson Strege & Co
Iowa
$212K +$693 +2 +0.4%
CWG
2340
Cornerstone Wealth Group
North Carolina
$212K +$184K +531 New
LCWP
2341
Legacy Capital Wealth Partners
Arkansas
$212K +$198K +571 New
DE
2342
Day & Ennis
Georgia
$211K +$196K +567 New
SLF
2343
Sun Life Financial
Ontario, Canada
$208K -$693 -2 -0.4%
MGAM
2344
McGowan Group Asset Management
Texas
$208K +$194K +559 New
WCM
2345
Wealthcare Capital Management
Virginia
$208K +$194K +559 New
BCM
2346
Brookmont Capital Management
Texas
$207K +$193K +557 New
PGIM
2347
Pacific Global Investment Management
California
$206K +$192K +554 New
AA
2348
Advisory Alpha
Michigan
$205K +$191K +550 New
GIM
2349
Guild Investment Management
California
$205K +$191K +550 New
HHAM
2350
HITE Hedge Asset Management
Massachusetts
$205K +$191K +550 New
92 93
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