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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
2801
Meridian Wealth Partners
Pennsylvania
$204K +$199K +397 New
IMA
2802
Investment Management Associates
Colorado
$203K +$188K +375 New
RRWA
2803
Rainey & Randall Wealth Advisors
Florida
$202K +$197K +393 New
WSWA
2804
Warren Street Wealth Advisors
California
$202K +$197K +393 New
MWA
2805
MFA Wealth Advisors
Pennsylvania
$202K +$198K +395 New
SWM
2806
Selective Wealth Management
Virginia
$201K -$18.1K -36 -8%
WLIM
2807
White Lighthouse Investment Management
Massachusetts
$201K +$197K +392 New
JSAM
2808
J. Safra Asset Management
New York
$199K – – –
HBT
2809
Hills Bank & Trust
Iowa
$196K -$3.01K -6 -2%
OSNBOA
2810
Old Second National Bank of Aurora
Illinois
$194K – – –
RDFA
2811
Ritter Daniher Financial Advisory
Ohio
$194K – – –
CM
2812
Cornerstone Management
Georgia
$193K – – –
FCMT
2813
Founders Capital Management (Texas)
Texas
$190K -$85.4K -170 -31%
TIM
2814
Tevis Investment Management
Texas
$187K – – –
WAM
2815
WFA Asset Management
Wisconsin
$183K +$502 +1 +0.3%
MW
2816
Milestone Wealth
New York
$181K -$2.51K -5 -1%
FWM
2817
Focused Wealth Management
New York
$181K +$502 +1 +0.3%
YAL
2818
Your Advocates Ltd
Texas
$180K – – –
FWA
2819
FSC Wealth Advisors
New York
$176K +$8.54K +17 +5%
PA
2820
PSI Advisors
Florida
$172K +$502 +1 +0.3%
TFGT
2821
TS Financial Group (TSFG)
Illinois
$171K +$3.52K +7 +2%
DI
2822
Disciplined Investments
Oklahoma
$168K +$19.6K +39 +13%
RG
2823
Retirement Group
California
$166K -$4.52K -9 -3%
SC
2824
Solstein Capital
California
$164K – – –
TFA
2825
Transamerica Financial Advisors
Florida
$159K +$155K +308 New
111 112
113
114 115