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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
IMA
2801
Investment Management Associates
Colorado
$203K +$188K +375 New
RRWA
2802
Rainey & Randall Wealth Advisors
Florida
$202K +$197K +393 New
WSWA
2803
Warren Street Wealth Advisors
California
$202K +$197K +393 New
MWA
2804
MFA Wealth Advisors
Pennsylvania
$202K +$198K +395 New
SWM
2805
Selective Wealth Management
Virginia
$201K -$18.1K -36 -8%
WLIM
2806
White Lighthouse Investment Management
Massachusetts
$201K +$197K +392 New
JSAM
2807
J. Safra Asset Management
New York
$199K – – –
HBT
2808
Hills Bank & Trust
Iowa
$196K -$3.01K -6 -2%
OSNBOA
2809
Old Second National Bank of Aurora
Illinois
$194K – – –
RDFA
2810
Ritter Daniher Financial Advisory
Ohio
$194K – – –
CM
2811
Cornerstone Management
Georgia
$193K – – –
FCMT
2812
Founders Capital Management (Texas)
Texas
$190K -$85.4K -170 -31%
TIM
2813
Tevis Investment Management
Texas
$187K – – –
WAM
2814
WFA Asset Management
Wisconsin
$183K +$502 +1 +0.3%
MW
2815
Milestone Wealth
New York
$181K -$2.51K -5 -1%
FWM
2816
Focused Wealth Management
New York
$181K +$502 +1 +0.3%
YAL
2817
Your Advocates Ltd
Texas
$180K – – –
FWA
2818
FSC Wealth Advisors
New York
$176K +$8.54K +17 +5%
PA
2819
PSI Advisors
Florida
$172K +$502 +1 +0.3%
TFGT
2820
TS Financial Group (TSFG)
Illinois
$171K +$3.52K +7 +2%
DI
2821
Disciplined Investments
Oklahoma
$168K +$19.6K +39 +13%
RG
2822
Retirement Group
California
$166K -$4.52K -9 -3%
SC
2823
Solstein Capital
California
$164K – – –
TFA
2824
Transamerica Financial Advisors
Florida
$159K +$155K +308 New
TIM
2825
Tortoise Investment Management
New York
$156K +$120K +238 +366%
111 112
113
114 115