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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2651
Motive Wealth Advisors
Michigan
$213K -$10.7K -36 -4%
MWM
2652
MOKAN Wealth Management
Kansas
$213K -$27.4K -92 -10%
TF
2653
Trek Financial
Arizona
$213K +$9.83K +33 +4%
TCA
2654
Trifecta Capital Advisors
Illinois
$212K – – –
RWB
2655
RMR Wealth Builders
New Jersey
$212K -$63.4K -213 -21%
XPN
2656
XY Planning Network
Montana
$212K -$197K -661 -46%
TA
2657
TrueWealth Advisors
Alabama
$211K +$5.36K +18 +2%
HPM
2658
Hoxton Planning & Management
West Virginia
$210K -$52.1K -175 -18%
HBCM
2659
Heron Bay Capital Management
Michigan
$210K – – –
GSC
2660
G&S Capital
Colorado
$210K -$2.6M -8,733 -92%
AGC
2661
August Group Capital
$209K +$20.5K +69 +10%
HFS
2662
Horizon Financial Services
North Carolina
$209K +$57.8K +194 +34%
JWA
2663
JFS Wealth Advisors
Pennsylvania
$209K -$7.15K -24 -3%
CNB
2664
Camden National Bank
Maine
$209K -$272K -912 -54%
WC
2665
Westhampton Capital
North Carolina
$209K – – –
AA
2666
Addison Advisors
Vermont
$208K -$7.74K -26 -3%
KAM
2667
Knightsbridge Asset Management
California
$208K +$13.4K +45 +6%
TCM
2668
Towercrest Capital Management
Pennsylvania
$208K +$7.45K +25 +3%
TVAMP
2669
Tennessee Valley Asset Management Partners
Tennessee
$208K +$47.1K +158 +26%
AWM
2670
Abound Wealth Management
Tennessee
$208K +$135K +454 +144%
WDA
2671
Wendell David Associates
New Hampshire
$208K – – –
HA
2672
Hofer & Associates
California
$208K -$6.25K -21 -3%
CWA
2673
Centennial Wealth Advisory
Michigan
$208K +$229K +768 New
AFA
2674
American Financial Advisors
Georgia
$207K – – –
GCM
2675
G2 Capital Management
Ohio
$207K +$46.2K +155 +25%
105 106
107
108 109