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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
EPP
2651
ETF Portfolio Partners
Kansas
$280K +$605 +2 +0.2%
ISFAN
2652
Investor's Fiduciary Advisor Network
Washington
$280K -$5.75K -19 -2%
AWA
2653
Aletheian Wealth Advisors
Washington
$280K +$3.02K +10 +1%
MIM
2654
MTM Investment Management
South Carolina
$280K -$1.81K -6 -0.7%
LIA
2655
Limestone Investment Advisors
New York
$279K +$245K +809 New
MCI
2656
MRP Capital Investments
Georgia
$279K -$215K -710 -44%
WFA
2657
WJ Financial Advisors
Connecticut
$279K +$244K +808 New
MWA
2658
Motive Wealth Advisors
Michigan
$279K +$244K +807 New
LBC
2659
Leigh Baldwin & Co
New York
$278K +$244K +806 New
GFPC
2660
Global Financial Private Client
Florida
$278K -$44.2K -146 -15%
FC
2661
Financial Council
Maryland
$278K -$1.81K -6 -0.7%
DWM
2662
Dynasty Wealth Management
Florida
$278K +$244K +806 New
RCM
2663
Raleigh Capital Management
North Carolina
$278K -$132K -437 -35%
CHA
2664
Cooper/Haims Advisors
New York
$278K -$31.5K -104 -11%
BGAI
2665
Bruce G. Allen Investments
Colorado
$278K +$4.23K +14 +2%
ML
2666
Mayport LLC
Massachusetts
$278K +$16K +53 +7%
PAS
2667
PKS Advisory Services
New York
$277K +$243K +803 New
AW
2668
Alteri Wealth
California
$277K +$25.1K +83 +12%
CWM
2669
Challenger Wealth Management
California
$277K -$207K -685 -46%
CFA
2670
Capstone Financial Advisors
Illinois
$276K +$29K +96 +14%
IG
2671
IFS Group
Pennsylvania
$275K +$239K +789 New
BWP
2672
Bernardo Wealth Planning
Pennsylvania
$274K +$5.14K +17 +2%
CTWM
2673
Cherry Tree Wealth Management
Minnesota
$273K – – –
AA
2674
Addison Advisors
Vermont
$273K +$97.7K +323 +69%
RAG
2675
RIA Advisory Group
Iowa
$271K +$238K +786 New
105 106
107
108 109