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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
OPWM
2826
Oakwell Private Wealth Management
Texas
$262K – – –
HVP
2827
Hudson Value Partners
Florida
$262K +$266K +545 New
AWM
2828
Aprio Wealth Management
Georgia
$262K -$57.7K -118 -18%
SHJ
2829
Sharkey, Howes & Javer
Colorado
$261K -$50.9K -104 -16%
ACM
2830
Academy Capital Management
Texas
$261K – – –
GCM
2831
G2 Capital Management
Ohio
$261K – – –
LSIA
2832
LaSalle St. Investment Advisors
Illinois
$261K -$149K -304 -36%
WCG
2833
Weaver Consulting Group
California
$260K +$38.6K +79 +17%
FL
2834
Fort LP
Maryland
$258K -$35.7K -73 -12%
ME
2835
McIlrath & Eck
Washington
$258K +$8.8K +18 +3%
SFS
2836
Security Financial Services
Indiana
$258K +$263K +537 New
OCM
2837
Orion Capital Management
California
$257K +$33.7K +69 +15%
TAIM
2838
TD Ameritrade Investment Management
Nebraska
$257K -$25.9K -53 -9%
FPGK
2839
Financial Partners Group (Kansas)
Kansas
$257K +$978 +2 +0.4%
TC
2840
Trilogy Capital
California
$256K +$11.2K +23 +5%
RFG
2841
Range Financial Group
Oregon
$256K -$978 -2 -0.4%
MF
2842
Meridian Financial
Massachusetts
$256K – – –
MS
2843
Madden Securities
Texas
$256K +$261K +533 New
CWA
2844
Clarity Wealth Advisors
California
$256K +$12.2K +25 +5%
CC
2845
Callan Capital
California
$255K +$2.44K +5 +1%
TSWM
2846
Tyler-Stone Wealth Management
Ohio
$255K +$260K +531 New
AA
2847
AlphaQ Advisors
Florida
$254K – – –
LF
2848
LifeSteps Financial
California
$253K – – –
SA
2849
Syntax Advisors
New York
$252K -$31.3K -64 -11%
VCG
2850
Vantage Consulting Group
Virginia
$252K -$31.3K -64 -11%
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114
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