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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
2701
Flaharty Asset Management
Florida
$327K – – –
LAS
2702
LWM Advisory Services
Florida
$324K -$23K -47 -6%
FPFS
2703
First Personal Financial Services
North Carolina
$323K -$32.8K -67 -9%
BST
2704
Bath Savings Trust
Maine
$323K -$5.87K -12 -2%
4WM
2705
4J Wealth Management
Virginia
$323K +$7.33K +15 +2%
TFF
2706
The Family Firm
Maryland
$323K +$978 +2 +0.3%
HCM
2707
Hillman Capital Management
Maryland
$323K – – –
SAA
2708
Southeast Asset Advisors
Georgia
$321K – – –
GWM
2709
Gray Wealth Management
Maine
$320K +$26.9K +55 +9%
C
2710
Covestor
United Kingdom
$319K -$42.5K -87 -12%
FWI
2711
Facet Wealth Inc
Maryland
$319K +$79.7K +163 +35%
PCA
2712
Peddock Capital Advisors
Massachusetts
$318K +$4.89K +10 +2%
KIA
2713
KLR Investment Advisors
Rhode Island
$317K +$27.4K +56 +9%
AIM
2714
Aspen Investment Management
Michigan
$317K -$19.6K -40 -6%
HWM
2715
Howard Wealth Management
Connecticut
$317K – – –
WWC
2716
Waypoint Wealth Counsel
Georgia
$316K -$20K -41 -6%
MKC
2717
M. Kraus & Co
Vermont
$315K +$34.2K +70 +12%
LTI
2718
Laffer Tengler Investments
Tennessee
$314K -$1.32M -2,702 -81%
KL
2719
KWMG LLC
Kansas
$314K -$12.2K -25 -4%
WDG
2720
Wealth Dimensions Group
Ohio
$312K +$55.7K +114 +21%
EAM
2721
Evanson Asset Management
California
$312K – – –
MC
2722
Maverick Capital
Texas
$311K -$64.8M -132,561 -100%
WP
2723
WealthPLAN Partners
Nebraska
$311K -$17.6K -36 -5%
DAM
2724
Diamant Asset Management
Connecticut
$311K – – –
PPW
2725
Parcion Private Wealth
Washington
$310K – – –
107 108
109
110 111