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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FSWA
2601
Financial Synergies Wealth Advisors
Texas
$270K – – –
ACK
2602
Andrew C. Karlinski
$266K +$240K +530 New
CCM
2603
Carderock Capital Management
Maryland
$264K -$6.79K -15 -3%
WTFG
2604
Wells Trecaso Financial Group
Ohio
$264K – – –
JDR
2605
Jay D. Rosenbaum
$264K +$238K +525 New
CIC
2606
Cornercap Investment Counsel
Georgia
$263K -$4.53K -10 -2%
WCM
2607
Windward Capital Management
California
$263K – – –
CFSG
2608
Clark Financial Services Group
Missouri
$263K +$237K +524 New
JHCP
2609
Jackson Hole Capital Partners
Oklahoma
$262K -$84.6K -187 -26%
WPWM
2610
Western Pacific Wealth Management
Illinois
$262K +$237K +523 New
FVWA
2611
Foster Victor Wealth Advisors
South Carolina
$262K +$251K +554 New
4WM
2612
4J Wealth Management
Virginia
$261K – – –
BHIA
2613
Birch Hill Investment Advisors
Massachusetts
$261K – – –
CHA
2614
Cooper/Haims Advisors
New York
$260K +$234K +518 New
BST
2615
Bath Savings Trust
Maine
$258K – – –
WA
2616
WBH Advisory
Maryland
$258K +$233K +514 New
TCM
2617
Triumph Capital Management
Colorado
$257K +$231K +511 New
PBC
2618
Pavion Blue Capital
California
$255K +$230K +507 New
WFA
2619
Wipfli Financial Advisors
Wisconsin
$254K +$229K +506 New
KPW
2620
Kore Private Wealth
New York
$254K -$1.54M -3,409 -87%
AFC
2621
AFT Forsyth & Company
Florida
$254K +$229K +505 New
MF
2622
Meridian Financial
Massachusetts
$253K +$228K +503 New
PWSG
2623
Pacific Wealth Strategies Group
California
$252K +$227K +501 New
IAA
2624
Ironsides Asset Advisors
North Carolina
$252K +$227K +502 New
CPA
2625
Cowen Prime Advisors
New York
$251K – – –
103 104
105
106 107