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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2901
Mascoma Wealth Management
New Hampshire
$189K – – –
PCMF
2902
Private Capital Management (Florida)
Florida
$188K +$165K +545 New
PGAM
2903
Princeton Global Asset Management
New Jersey
$188K +$21.2K +70 +15%
OPTFSNA
2904
Old Point Trust & Financial Services N A
Virginia
$186K -$3.33K -11 -2%
TSMHT
2905
Thurston Springer Miller Herd & Titak
Indiana
$178K -$1.56M -5,174 -91%
TWD
2906
True Wealth Design
Ohio
$178K +$45.4K +150 +41%
CB
2907
Centennial Bank
Arkansas
$177K -$9.07K -30 -6%
EP
2908
Essential Partners
California
$176K +$3.02K +10 +2%
DWA
2909
Dougherty Wealth Advisers
Minnesota
$176K – – –
BOJHT
2910
Bank of Jackson Hole Trust
Wyoming
$172K -$733K -2,423 -83%
TFGT
2911
TS Financial Group (TSFG)
Illinois
$172K -$22.4K -74 -13%
AP
2912
Atwood & Palmer
Missouri
$171K – – –
AW
2913
Avion Wealth
Texas
$171K +$44.5K +147 +42%
HWA
2914
Heartwood Wealth Advisors
Virginia
$170K +$149K +493 New
BT
2915
Banque Transatlantique
France
$164K +$34.8K +115 +32%
WOSD
2916
WFA of San Diego
California
$156K -$10.3K -34 -7%
FFL
2917
Financial Freedom LLC
Ohio
$152K +$302 +1 +0.2%
KSB
2918
Kennebec Savings Bank
Maine
$151K -$605 -2 -0.5%
KA
2919
Kozak & Associates
Colorado
$150K -$216K -714 -60%
IWM
2920
IMG Wealth Management
Florida
$150K – – –
CAC
2921
Core Alternative Capital
Georgia
$148K -$4.46M -14,751 -97%
RFG
2922
REAP Financial Group
Texas
$145K +$66.8K +221 +112%
TFM
2923
TFC Financial Management
Massachusetts
$143K +$7.26K +24 +6%
WPA
2924
Wealth Preservation Advisors
Tennessee
$141K +$302 +1 +0.2%
FCMT
2925
Founders Capital Management (Texas)
Texas
$139K +$16K +53 +15%
115 116
117
118 119