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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
2726
Alpha Omega Wealth Management
Virginia
$329K -$18.5K -35 -5%
RWM
2727
Reston Wealth Management
Virginia
$328K +$530 +1 +0.2%
WWP
2728
WR Wealth Planners
Missouri
$327K +$4.77K +9 +1%
TCM
2729
Triumph Capital Management
Colorado
$327K +$11.1K +21 +4%
LA
2730
Lane & Associates
New Jersey
$326K +$326K +615 New
FAM
2731
Frontier Asset Management
Wyoming
$326K +$326K +615 New
NG
2732
Northstar Group
New York
$326K -$21.2K -40 -6%
AWA
2733
Aletheian Wealth Advisors
Washington
$325K +$56.1K +106 +21%
CFP
2734
Cypress Financial Planning
New Jersey
$325K -$59.3K -112 -15%
RFG
2735
Range Financial Group
Oregon
$324K -$9.54K -18 -3%
LIA
2736
LBMC Investment Advisors
Tennessee
$324K – – –
SN
2737
Sittner & Nelson
Oregon
$324K – – –
G
2738
GenTrust
Florida
$323K -$79.5K -150 -20%
CWA
2739
Canvas Wealth Advisors
Kansas
$323K +$16.4K +31 +5%
CISOA
2740
Capital Investment Services of America
Wisconsin
$322K -$18.5K -35 -5%
PWS
2741
Peterson Wealth Services
Utah
$322K -$2.12K -4 -0.7%
BFA
2742
Benedict Financial Advisors
Georgia
$322K +$1.06K +2 +0.3%
VCP
2743
Vista Capital Partners
Oregon
$322K +$36.5K +69 +13%
KLI
2744
Kelman-Lazarov Inc
Tennessee
$321K +$7.95K +15 +3%
AWM
2745
Atticus Wealth Management
Florida
$318K -$6.36K -12 -2%
HWA
2746
Heartwood Wealth Advisors
Virginia
$317K +$92.2K +174 +41%
CIG
2747
Cairn Investment Group
Washington
$317K – – –
HA
2748
HC Advisors
Georgia
$316K – – –
GWM
2749
Gray Wealth Management
Maine
$316K +$53K +100 +20%
GSIAS
2750
Garden State Investment Advisory Services
New Jersey
$316K +$316K +596 New
108 109
110
111 112