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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2726
Landmark Financial Advisors
Kentucky
$244K +$224K +465 New
ADMI
2727
Albert D. Mason Inc
Massachusetts
$243K – – –
AC
2728
Apella Capital
Connecticut
$243K +$25.1K +52 +12%
APA
2729
Astoria Portfolio Advisors
New York
$243K +$230K +476 New
MA
2730
MAS Advisors
Florida
$241K +$21.7K +45 +11%
PCMC
2731
Private Capital Management (Colorado)
Colorado
$241K +$228K +473 New
MWA
2732
Motive Wealth Advisors
Michigan
$241K +$229K +474 New
VFP
2733
Verus Financial Partners
Virginia
$240K +$217K +449 New
MAM
2734
Mystic Asset Management
Rhode Island
$239K +$48.2K +100 +27%
EF
2735
Exeter Financial
Arizona
$238K – – –
RPCA
2736
Running Point Capital Advisors
California
$238K +$7.72K +16 +4%
FA
2737
Fiducient Advisors
Illinois
$238K +$22.2K +46 +11%
VAM
2738
Verity Asset Management
North Carolina
$237K -$13.5K -28 -6%
BFP
2739
Briaud Financial Planning
Texas
$237K – – –
GWM
2740
GSB Wealth Management
Connecticut
$237K – – –
LSA
2741
Lion Street Advisors
Texas
$237K +$1.45K +3 +0.7%
OCM
2742
Osterweis Capital Management
California
$236K – – –
DG
2743
DMC Group
Alabama
$236K +$218K +453 New
P
2744
Palladiem
Pennsylvania
$235K – – –
RP
2745
Rice Partnership
Hawaii
$235K – – –
JC
2746
Jacobs & Co
California
$234K – – –
LF
2747
LifeSteps Financial
California
$234K – – –
CSIA
2748
Charles Schwab Investment Advisory
California
$234K +$221K +459 New
GWM
2749
Gray Wealth Management
Maine
$233K – – –
SAM
2750
Summit Asset Management
Tennessee
$233K – – –
108 109
110
111 112