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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
2851
Flaharty Asset Management
Florida
$394K – – –
NOI
2852
Newton One Investments
Delaware
$394K +$1.7K +3 +0.4%
WN
2853
Williams & Novak
California
$393K – – –
CST
2854
Charles Schwab Trust
Nevada
$393K -$282K -498 -43%
CCA
2855
Cottonwood Capital Advisors
Utah
$392K -$10.2K -18 -3%
CWG
2856
Crown Wealth Group
North Carolina
$391K -$12.4K -22 -3%
TWA
2857
Talisman Wealth Advisors
New Jersey
$391K – – –
SAA
2858
Southeast Asset Advisors
Georgia
$391K +$566 +1 +0.1%
ZF
2859
Zhang Financial
Michigan
$390K +$57.7K +102 +18%
ZIMP
2860
Zimmermann Investment Management & Planning
Pennsylvania
$390K -$86.5K -153 -19%
IA
2861
IMZ Advisory
Florida
$390K +$32.2K +57 +9%
D
2862
Dentgroup
Louisiana
$389K -$7.35K -13 -2%
YCG
2863
Yeomans Consulting Group
Georgia
$388K +$2.83K +5 +0.8%
AA
2864
Aufman Associates
Pennsylvania
$387K +$17K +30 +5%
OBGC
2865
O'Brien Greene & Co
Pennsylvania
$387K -$38.5K -68 -9%
SSC
2866
Syverson Strege & Co
Iowa
$387K -$344K -609 -48%
CJ
2867
Caitlin John
Michigan
$387K -$510K -902 -59%
LFP
2868
Lakeshore Financial Planning
Michigan
$386K +$21.5K +38 +6%
DEM
2869
Disciplined Equity Management
Florida
$386K – – –
MAM
2870
Mystic Asset Management
Rhode Island
$386K – – –
TWM
2871
TCFG Wealth Management
California
$385K +$373K +659 New
IFO
2872
Independent Family Office
New York
$385K +$87.7K +155 +31%
WIA
2873
Wetzel Investment Advisors
Indiana
$384K +$87.7K +155 +31%
SIC
2874
SJS Investment Consulting
Ohio
$384K – – –
CFO
2875
Custos Family Office
Texas
$383K +$566 +1 +0.2%
113 114
115
116 117