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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2901
Aberdeen Wealth Management
Illinois
$241K – – –
W
2902
Wealthquest
Ohio
$241K -$8.47K -16 -3%
EWM
2903
EPG Wealth Management
Georgia
$241K -$5.83K -11 -2%
PCOC
2904
Power Corp of Canada
Canada
$240K – – –
PCWA
2905
Pacific Capital Wealth Advisors
California
$240K +$240K +453 New
LFGO
2906
Legacy Financial Group (Oklahoma)
Oklahoma
$239K +$239K +451 New
SAMT
2907
Select Asset Management & Trust
Pennsylvania
$239K – – –
OCM
2908
Orser Capital Management
Texas
$239K – – –
LWANC
2909
Laurel Wealth Advisors (North Carolina)
North Carolina
$237K – – –
FPCM
2910
Financial Partners Capital Management
New York
$237K – – –
FWI
2911
Facet Wealth Inc
Maryland
$237K +$254K +479 New
ACM
2912
AUA Capital Management
Pennsylvania
$236K – – –
ZF
2913
Zhang Financial
Michigan
$236K +$24.9K +47 +12%
CWM
2914
Cabot Wealth Management
Massachusetts
$235K -$587K -1,109 -71%
FNA
2915
First National Advisers
Nebraska
$235K -$5.3K -10 -2%
ME
2916
McIlrath & Eck
Washington
$234K +$4.77K +9 +2%
RIM
2917
Rockbridge Investment Management
New York
$234K +$10.1K +19 +4%
HFS
2918
Howard Financial Services
Texas
$233K +$233K +440 New
PFWA
2919
Paces Ferry Wealth Advisors
Georgia
$232K -$16.4K -31 -7%
AIM
2920
Arcadia Investment Management
Michigan
$231K +$209K +394 +961%
TCM
2921
True Capital Management
California
$230K +$230K +435 New
RIP
2922
RAM Investment Partners
Washington
$230K +$230K +434 New
KC
2923
Kinloch Capital
Virginia
$230K – – –
RWM
2924
Raffa Wealth Management
District of Columbia
$229K -$6.36K -12 -3%
ACM
2925
Academy Capital Management
Texas
$229K – – –
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117
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