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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FCMC
2501
Founders Capital Management (Connecticut)
Connecticut
$408K – – –
EWM
2502
Evermay Wealth Management
Virginia
$407K -$31.1K -84 -8%
CMTU
2503
Capital Markets Trading (UK)
United Kingdom
$407K -$50.8K -137 -12%
KFS
2504
Kaizen Financial Strategies
California
$406K +$34.1K +92 +11%
CFM
2505
Cornerstone Financial Management
Massachusetts
$405K +$23K +62 +7%
BWS
2506
Buck Wealth Strategies
Colorado
$405K -$17.3M -46,604 -98%
WAS
2507
Wealth Advisory Solutions
Indiana
$404K +$56.7K +153 +19%
RWA
2508
River Wealth Advisors
Pennsylvania
$404K -$741 -2 -0.2%
TCM
2509
Teza Capital Management
Illinois
$403K -$88.6K -239 -20%
TTIC
2510
Tower Trust & Investment Company
Iowa
$403K +$1.11K +3 +0.3%
BSTWA
2511
Blake Schutter Theil Wealth Advisors
Ohio
$401K +$18.5K +50 +5%
WKWM
2512
Walter & Keenan Wealth Management
Indiana
$401K +$22.6K +61 +7%
DI
2513
Disciplined Investors
Texas
$400K -$68.9K -186 -16%
GFA
2514
Gallagher Fiduciary Advisors
Illinois
$400K -$20.8K -56 -6%
AIP
2515
Avail Investment Partners
Pennsylvania
$400K +$357K +962 New
BFG
2516
Birch Financial Group
New Hampshire
$400K -$37.4K -101 -10%
SRC
2517
Sage Rhino Capital
California
$399K +$15.6K +42 +5%
CWA
2518
CM Wealth Advisors
Ohio
$399K +$64.1K +173 +22%
HA
2519
Hofer & Associates
California
$399K +$70.8K +191 +25%
HPM
2520
Hoxton Planning & Management
West Virginia
$399K +$67.5K +182 +23%
RFN
2521
RDA Financial Network
Iowa
$398K -$1.85K -5 -0.5%
AIA
2522
Affinity Investment Advisors
California
$397K -$13.3K -36 -4%
HIF
2523
Hill Island Financial
Michigan
$397K +$354K +954 New
KJWM
2524
Kiley Juergens Wealth Management
Washington
$396K +$6.3K +17 +2%
BAWM
2525
Bennett Associates Wealth Management
Pennsylvania
$394K +$351K +948 New
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