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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
2526
Fortitude Advisory Group
Washington
$349K +$6.78K +20 +2%
ABLA
2527
Alan B. Lancz & Associates
Ohio
$348K -$67.8K -200 -16%
BTWM
2528
Baker Tilly Wealth Management
Wisconsin
$348K +$339 +1 +0.1%
TC
2529
Tannin Capital
North Carolina
$348K +$357K +1,053 New
GIM
2530
Groesbeck Investment Management
New Jersey
$347K -$40.7K -120 -10%
WA
2531
Winter & Associates
Minnesota
$347K +$357K +1,052 New
DI
2532
Disciplined Investors
Texas
$347K -$107K -317 -23%
RWA
2533
River Wealth Advisors
Pennsylvania
$346K -$238K -703 -40%
NCTC
2534
New Covenant Trust Company
Indiana
$346K +$4.74K +14 +1%
PHAM
2535
Palisades Hudson Asset Management
Florida
$346K – – –
4A
2536
4Wealth Advisors
Illinois
$345K -$6.78K -20 -2%
HIS
2537
Horizon Investment Services
Indiana
$345K – – –
AFA
2538
Antonelli Financial Advisors
Michigan
$345K – – –
AIA
2539
Arbor Investment Advisors
North Carolina
$345K -$110K -326 -24%
OWM
2540
OneAscent Wealth Management
Alabama
$345K -$8.13K -24 -2%
CFO
2541
Custos Family Office
Texas
$344K -$50.8K -150 -13%
SEP
2542
Signature Equity Partners
Ohio
$343K +$352K +1,040 New
RAM
2543
Reflection Asset Management
South Carolina
$343K +$352K +1,040 New
DDPIC
2544
Deroy & Devereaux Private Investment Counsel
Michigan
$343K -$4.07K -12 -1%
TIA
2545
Traphagen Investment Advisors
New Jersey
$343K -$46.1K -136 -12%
AFG
2546
Altiora Financial Group
Ohio
$343K – – –
AFC
2547
Avise Financial Cooperative
California
$342K +$351K +1,035 New
WCFA
2548
Walkner Condon Financial Advisors
Wisconsin
$342K -$6.44K -19 -2%
KOC
2549
Koss-Olinger Consulting
Florida
$341K +$17.6K +52 +5%
CSC
2550
Caldwell Sutter Capital
California
$340K +$17.3K +51 +5%
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102
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