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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2426
Strategy Asset Managers
California
$289K +$89.3K +300 +39%
AFC
2427
Avise Financial Cooperative
California
$289K +$9.53K +32 +3%
PWM
2428
Provident Wealth Management
Tennessee
$288K – – –
PAM
2429
PCG Asset Management
New Jersey
$288K +$19.4K +65 +6%
EWM
2430
Evermay Wealth Management
Virginia
$288K +$14.9K +50 +5%
CAC
2431
Core Alternative Capital
Georgia
$287K -$4.17K -14 -1%
BFG
2432
Birch Financial Group
New Hampshire
$287K -$194K -650 -38%
MWM
2433
Moran Wealth Management
Florida
$285K -$14K -47 -4%
IA
2434
Intellus Advisors
Florida
$285K -$169K -566 -35%
FA
2435
FDx Advisors
Illinois
$285K +$314K +1,055 New
RYIA
2436
Roehl & Yi Investment Advisors
Oregon
$285K +$56.3K +189 +22%
GIM
2437
Groesbeck Investment Management
New Jersey
$284K – – –
PHAM
2438
Palisades Hudson Asset Management
Florida
$284K – – –
AFG
2439
Altiora Financial Group
Ohio
$284K +$3.28K +11 +1%
QCIG
2440
Quad-Cities Investment Group
Iowa
$282K -$57.2K -192 -16%
NWAG
2441
Net Worth Advisory Group
Utah
$282K -$28K -94 -8%
CC
2442
Chicago Capital
Illinois
$282K +$15.5K +52 +5%
BOPW
2443
Brandywine Oak Private Wealth
Pennsylvania
$282K -$21.4K -72 -6%
FAG
2444
Fortitude Advisory Group
Washington
$282K -$4.47K -15 -1%
DWM
2445
Daner Wealth Management
Georgia
$282K +$211K +710 New
SIA
2446
Strategic Investment Advisors
Michigan
$281K +$128K +429 +70%
LMFP
2447
Larry Mathis Financial Planning
Arizona
$281K -$20.8K -70 -6%
RDFA
2448
Ritter Daniher Financial Advisory
Ohio
$280K -$58.7K -197 -16%
IW
2449
Instrumental Wealth
Florida
$279K -$2.38K -8 -0.8%
BFC
2450
Bedel Financial Consulting
Indiana
$279K -$20.3K -68 -6%
96 97
98
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