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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
DEM
2801
Disciplined Equity Management
Florida
$228K – – –
CWMGO
2802
Capstone Wealth Management Group (Oregon)
Oregon
$228K +$199K +659 New
RIM
2803
RW Investment Management
Idaho
$227K -$2.42K -8 -1%
WCM
2804
Whitener Capital Management
North Carolina
$227K +$199K +657 New
RRWA
2805
Rainey & Randall Wealth Advisors
Florida
$227K +$199K +657 New
KWS
2806
Keystone Wealth Services
California
$226K -$23K -76 -10%
LC
2807
Landaas & Company
Wisconsin
$226K – – –
SCI
2808
Silver Coast Investments
United States
$226K +$198K +654 New
AA
2809
Aufman Associates
Pennsylvania
$225K -$3.33K -11 -2%
CAM
2810
Clark Asset Management
New Hampshire
$225K +$197K +652 New
OAM
2811
Occidental Asset Management
California
$225K +$197K +652 New
TCMP
2812
Thrive Capital Management (Pennsylvania)
Pennsylvania
$225K +$197K +651 New
CA
2813
Crewe Advisors
Utah
$224K -$11.2K -37 -5%
CSA
2814
Cottage Street Advisors
Massachusetts
$224K +$197K +650 New
HFS
2815
Hopwood Financial Services
Virginia
$224K -$1.21K -4 -0.6%
NG
2816
Northstar Group
New York
$223K +$196K +647 New
ME
2817
McIlrath & Eck
Washington
$223K +$99.5K +329 +104%
CPSC
2818
Carl P. Sherr & Co
Massachusetts
$223K – – –
WCAMG
2819
Woodard & Company Asset Management Group
North Carolina
$223K -$1.31M -4,322 -87%
SWM
2820
StoneCrest Wealth Management
Arizona
$222K +$195K +644 New
SC
2821
Steph & Co
Wisconsin
$222K -$303K -1,003 -61%
IWA
2822
IVC Wealth Advisors
Pennsylvania
$222K -$245K -809 -56%
FCM
2823
FJ Capital Management
Virginia
$222K -$58.1K -192 -23%
IFPL
2824
Investments & Financial Planning LLC
Kentucky
$222K – – –
SW
2825
SkyOak Wealth
Michigan
$222K -$806K -2,665 -81%
111 112
113
114 115