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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
2651
RMR Wealth Builders
New Jersey
$281K +$265K +550 New
HHAM
2652
HITE Hedge Asset Management
Massachusetts
$280K – – –
MWM
2653
Magnolia Wealth Management
Alabama
$280K – – –
PWS
2654
Peterson Wealth Services
Utah
$279K +$32.8K +68 +14%
AGA
2655
Accuvest Global Advisors
Utah
$279K +$264K +547 New
FCFC
2656
First Citizens Financial Corp
Iowa
$278K – – –
BCM
2657
Brookmont Capital Management
Texas
$277K – – –
IA
2658
Integrity Advisory
Kansas
$277K +$261K +542 New
GA
2659
Greenspring Advisors
Maryland
$276K – – –
B
2660
Bridgeworth
Alabama
$275K – – –
RIM
2661
Rockbridge Investment Management
New York
$275K -$12.1K -25 -4%
FSWA
2662
Financial Synergies Wealth Advisors
Texas
$274K – – –
SA
2663
Syntax Advisors
New York
$274K -$112K -233 -30%
VCG
2664
Vantage Consulting Group
Virginia
$274K -$112K -233 -30%
IWN
2665
Independent Wealth Network
Iowa
$274K -$46.3K -96 -15%
FVWA
2666
Foster Victor Wealth Advisors
South Carolina
$274K -$18.8K -39 -7%
CCP
2667
Carmel Capital Partners
California
$274K -$2.89K -6 -1%
AW
2668
Apricus Wealth
South Carolina
$273K – – –
JSAM
2669
J. Safra Asset Management
New York
$273K – – –
MF
2670
Meridian Financial
Massachusetts
$272K +$14.5K +30 +6%
GCM
2671
G2 Capital Management
Ohio
$271K -$293K -608 -53%
FCMT
2672
Founders Capital Management (Texas)
Texas
$271K – – –
JCA
2673
January Capital Advisors
California
$271K +$255K +528 New
FPCM
2674
Financial Partners Capital Management
New York
$270K -$9.65K -20 -4%
ACK
2675
Andrew C. Karlinski
$270K – – –
105 106
107
108 109