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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
BHIA
2801
Birch Hill Investment Advisors
Massachusetts
$272K +$242K +654 New
EWA
2802
Etesian Wealth Advisors
Oregon
$272K +$242K +654 New
PCM
2803
Princeton Capital Management
New Jersey
$272K +$242K +654 New
LC
2804
Landaas & Company
Wisconsin
$272K +$242K +653 New
PCA
2805
Purkiss Capital Advisors
Connecticut
$271K +$242K +653 New
WDG
2806
Wealth Dimensions Group
Ohio
$271K +$242K +653 New
EIP
2807
Ellis Investment Partners
Pennsylvania
$271K -$701K -1,890 -74%
TP
2808
Trailhead Planners
Minnesota
$271K +$242K +652 New
AA
2809
Aufman Associates
Pennsylvania
$271K +$242K +652 New
MA
2810
MW Advisory
Georgia
$271K +$242K +652 New
CSA
2811
Cottage Street Advisors
Massachusetts
$271K +$241K +651 New
PWAM
2812
Papamarkou Wellner Asset Management
New York
$271K – – –
BBA
2813
Braun-Bostich & Associates
Pennsylvania
$270K +$241K +650 New
WJS
2814
William John Sempolinski
Massachusetts
$270K +$241K +650 New
SDJVC
2815
St. Denis J. Villere & Co
Louisiana
$270K +$241K +650 New
OBWG
2816
Onyx Bridge Wealth Group
New York
$270K +$241K +650 New
TCM
2817
Tufton Capital Management
Maryland
$270K +$241K +650 New
NG
2818
Northstar Group
New York
$270K +$241K +649 New
UWP
2819
Uniting Wealth Partners
Kansas
$269K +$240K +648 New
MSWM
2820
Master's Wealth Management
Pennsylvania
$269K +$240K +647 New
EWA
2821
Eagle Wealth Advisors
Connecticut
$268K -$121K -326 -34%
BO
2822
Bank OZK
Arkansas
$268K +$239K +646 New
CPSC
2823
Carl P. Sherr & Co
Massachusetts
$268K +$239K +645 New
OFG
2824
Orcam Financial Group
California
$268K +$239K +645 New
PCMNC
2825
Piedmont Capital Management (North Carolina)
North Carolina
$268K +$239K +645 New
111 112
113
114 115