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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AFAS
2901
Acorn Financial Advisory Services
Virginia
$231K -$7.87K -16 -3%
GC
2902
Gilbert & Cook
Iowa
$230K +$225K +457 New
WJA
2903
Willis Johnson & Associates
Texas
$230K +$224K +455 New
SIC
2904
SJS Investment Consulting
Ohio
$229K +$8.37K +17 +4%
AWM
2905
Aberdeen Wealth Management
Illinois
$229K – – –
IWN
2906
Independent Wealth Network
Iowa
$229K -$2.95K -6 -1%
WFA
2907
Wade Financial Advisory
California
$228K +$223K +453 New
GAM
2908
GEM Asset Management
Michigan
$228K -$5.41K -11 -2%
AOWM
2909
Alpha Omega Wealth Management
Virginia
$228K -$12.3K -25 -5%
DI
2910
Diligent Investors
California
$227K -$52.7K -107 -19%
ACG
2911
Allen Capital Group
Nebraska
$227K +$10.8K +22 +5%
OCM
2912
Orser Capital Management
Texas
$227K – – –
RPCONE
2913
Retirement Planning Company of New England
Rhode Island
$227K -$24.6K -50 -10%
MHWM
2914
Montz Harcus Wealth Management
Louisiana
$226K +$5.91K +12 +3%
EWM
2915
Elevatus Welath Management
New York
$226K +$220K +448 New
PCFFS
2916
Pacific Center for Financial Services
California
$225K +$140K +285 +176%
TFCP
2917
Twin Focus Capital Partners
Massachusetts
$225K -$537K -1,091 -71%
LWANC
2918
Laurel Wealth Advisors (North Carolina)
North Carolina
$225K – – –
CAM
2919
Crestone Asset Management
Colorado
$225K +$220K +447 New
EWA
2920
ERTS Wealth Advisors
Michigan
$225K -$23.1K -47 -10%
ACM
2921
AUA Capital Management
Pennsylvania
$224K – – –
SFC
2922
SYM Financial Corp
Indiana
$224K +$219K +445 New
LC
2923
LCNB Corp
Ohio
$224K -$5.41K -11 -2%
HCM
2924
Howard Capital Management
Georgia
$223K +$4.92K +10 +2%
BWA
2925
BlueSky Wealth Advisors
North Carolina
$222K -$32.5K -66 -13%
115 116
117
118 119