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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2901
Mascoma Wealth Management
New Hampshire
$171K -$35.2K -92 -14%
CB
2902
Centennial Bank
Arkansas
$170K -$105K -275 -34%
APW
2903
Acima Private Wealth
Virginia
$168K – – –
CAM
2904
Costello Asset Management
Pennsylvania
$165K -$881K -2,305 -81%
AFG
2905
Albion Financial Group
Utah
$162K -$13M -34,034 -98%
ACA
2906
American Capital Advisory
Idaho
$162K +$118K +309 +148%
HFS
2907
Horizon Financial Services
North Carolina
$160K +$1.53K +4 +0.8%
RI
2908
Ridgewood Investments
New Jersey
$159K +$149K +390 +322%
SIC
2909
SJS Investment Consulting
Ohio
$159K -$13.8K -36 -7%
YP
2910
YANKCOM Partnership
South Dakota
$159K -$9.17K -24 -4%
DWA
2911
Dougherty Wealth Advisers
Minnesota
$159K – – –
LWMI
2912
Legacy Wealth Management (Idaho)
Idaho
$159K +$162K +424 +505%
LIS
2913
Legacy Investment Solutions
Idaho
$159K +$194K +508 New
EP
2914
Essential Partners
California
$156K +$191K +501 New
FGC
2915
Financial Gravity Companies
Texas
$156K +$191K +501 New
O
2916
Ossiam
France
$156K -$1.99M -5,215 -91%
AP
2917
Atwood & Palmer
Missouri
$155K -$22.9K -60 -11%
WOSD
2918
WFA of San Diego
California
$152K +$186K +486 New
GC
2919
Garde Capital
Washington
$151K +$16.8K +44 +10%
CWM
2920
Centricity Wealth Management
Ohio
$148K – – –
PGAM
2921
Princeton Global Asset Management
New Jersey
$148K +$89.1K +233 +97%
PWA
2922
Physician Wealth Advisors
Utah
$147K -$31.3K -82 -15%
MLA
2923
MB, Levis & Associates
Pennsylvania
$146K +$382 +1 +0.2%
AA
2924
Addison Advisors
Vermont
$146K +$4.59K +12 +3%
BFP
2925
Briaud Financial Planning
Texas
$145K – – –
115 116
117
118 119