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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
2351
Clark Financial Services Group
Missouri
$420K +$515K +1,347 New
PPWM
2352
Paragon Private Wealth Management
Kentucky
$420K -$45.5K -119 -8%
HFP
2353
Holistic Financial Partners
Indiana
$420K +$106K +277 +26%
PC
2354
Prairiewood Capital
North Dakota
$419K +$29K +76 +6%
CCA
2355
Coign Capital Advisors
Utah
$418K +$48.9K +128 +11%
FRM
2356
Fox Run Management
Connecticut
$418K +$512K +1,339 New
RFA
2357
Resurgent Financial Advisors
Georgia
$417K -$2.67K -7 -0.5%
CCG
2358
Coastwise Capital Group
California
$417K +$198K +518 +63%
OWA
2359
One Wealth Advisors
California
$413K -$1.2M -3,132 -70%
VCP
2360
Verus Capital Partners
Arizona
$412K +$218K +571 +76%
HNWAG
2361
High Net Worth Advisory Group
Florida
$412K +$103K +270 +26%
FOA
2362
Five Oceans Advisors
California
$412K -$65.7K -172 -12%
BPW
2363
Bingham Private Wealth
California
$411K -$154K -403 -23%
ODFS
2364
O'Donnell Financial Services
California
$411K -$4.59K -12 -0.9%
SP
2365
Successful Portfolios
Florida
$409K +$82.6K +216 +20%
GWSG
2366
GPS Wealth Strategies Group
Colorado
$407K -$167K -438 -25%
ABLA
2367
Alan B. Lancz & Associates
Ohio
$407K +$499K +1,305 New
WDC
2368
Woodward Diversified Capital
California
$407K +$154K +404 +45%
PPW
2369
Parcion Private Wealth
Washington
$406K +$39.7K +104 +9%
FWTB
2370
First Western Trust Bank
Colorado
$406K +$5.35K +14 +1%
AFA
2371
Allium Financial Advisors
Oregon
$405K -$3.06K -8 -0.6%
BDF
2372
Black Diamond Financial
Maryland
$405K +$6.5K +17 +1%
MFG
2373
Menard Financial Group
Texas
$404K -$1.34M -3,514 -73%
NF
2374
NavPoint Financial
Minnesota
$404K +$29.8K +78 +6%
PMFA
2375
Plante Moran Financial Advisors
Michigan
$403K -$764 -2 -0.2%
93 94
95
96 97