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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
2526
Quantum Financial Advisors
California
$349K +$678 +2 +0.2%
VDC
2527
Van Diest Capital
Iowa
$349K +$358K +1,057 New
MFF
2528
Michels Family Financial
Texas
$349K +$25.8K +76 +8%
FAG
2529
Fortitude Advisory Group
Washington
$349K +$6.78K +20 +2%
ABLA
2530
Alan B. Lancz & Associates
Ohio
$348K -$67.8K -200 -16%
BTWM
2531
Baker Tilly Wealth Management
Wisconsin
$348K +$339 +1 +0.1%
TC
2532
Tannin Capital
North Carolina
$348K +$357K +1,053 New
GIM
2533
Groesbeck Investment Management
New Jersey
$347K -$40.7K -120 -10%
WA
2534
Winter & Associates
Minnesota
$347K +$357K +1,052 New
DI
2535
Disciplined Investors
Texas
$347K -$107K -317 -23%
RWA
2536
River Wealth Advisors
Pennsylvania
$346K -$238K -703 -40%
NCTC
2537
New Covenant Trust Company
Indiana
$346K +$4.74K +14 +1%
PHAM
2538
Palisades Hudson Asset Management
Florida
$346K – – –
4A
2539
4Wealth Advisors
Illinois
$345K -$6.78K -20 -2%
HIS
2540
Horizon Investment Services
Indiana
$345K – – –
AFA
2541
Antonelli Financial Advisors
Michigan
$345K – – –
AIA
2542
Arbor Investment Advisors
North Carolina
$345K -$110K -326 -24%
OWM
2543
OneAscent Wealth Management
Alabama
$345K -$8.13K -24 -2%
CFO
2544
Custos Family Office
Texas
$344K -$50.8K -150 -13%
SEP
2545
Signature Equity Partners
Ohio
$343K +$352K +1,040 New
RAM
2546
Reflection Asset Management
South Carolina
$343K +$352K +1,040 New
DDPIC
2547
Deroy & Devereaux Private Investment Counsel
Michigan
$343K -$4.07K -12 -1%
TIA
2548
Traphagen Investment Advisors
New Jersey
$343K -$46.1K -136 -12%
AFG
2549
Altiora Financial Group
Ohio
$343K – – –
AFC
2550
Avise Financial Cooperative
California
$342K +$351K +1,035 New
100 101
102
103 104