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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2726
Reston Wealth Management
Virginia
$328K +$530 +1 +0.2%
WWP
2727
WR Wealth Planners
Missouri
$327K +$4.77K +9 +1%
TCM
2728
Triumph Capital Management
Colorado
$327K +$11.1K +21 +4%
LA
2729
Lane & Associates
New Jersey
$326K +$326K +615 New
FAM
2730
Frontier Asset Management
Wyoming
$326K +$326K +615 New
NG
2731
Northstar Group
New York
$326K -$21.2K -40 -6%
AWA
2732
Aletheian Wealth Advisors
Washington
$325K +$56.1K +106 +21%
CFP
2733
Cypress Financial Planning
New Jersey
$325K -$59.3K -112 -15%
RFG
2734
Range Financial Group
Oregon
$324K -$9.54K -18 -3%
LIA
2735
LBMC Investment Advisors
Tennessee
$324K – – –
SN
2736
Sittner & Nelson
Oregon
$324K – – –
G
2737
GenTrust
Florida
$323K -$79.5K -150 -20%
CWA
2738
Canvas Wealth Advisors
Kansas
$323K +$16.4K +31 +5%
CISOA
2739
Capital Investment Services of America
Wisconsin
$322K -$18.5K -35 -5%
PWS
2740
Peterson Wealth Services
Utah
$322K -$2.12K -4 -0.7%
BFA
2741
Benedict Financial Advisors
Georgia
$322K +$1.06K +2 +0.3%
VCP
2742
Vista Capital Partners
Oregon
$322K +$36.5K +69 +13%
KLI
2743
Kelman-Lazarov Inc
Tennessee
$321K +$7.95K +15 +3%
AWM
2744
Atticus Wealth Management
Florida
$318K -$6.36K -12 -2%
HWA
2745
Heartwood Wealth Advisors
Virginia
$317K +$92.2K +174 +41%
CIG
2746
Cairn Investment Group
Washington
$317K – – –
HA
2747
HC Advisors
Georgia
$316K – – –
GWM
2748
Gray Wealth Management
Maine
$316K +$53K +100 +20%
GSIAS
2749
Garden State Investment Advisory Services
New Jersey
$316K +$316K +596 New
CCP
2750
Carmel Capital Partners
California
$315K +$14.3K +27 +5%
108 109
110
111 112