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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2926
Hutner Capital Management
Vermont
$229K – – –
KWS
2927
Keystone Wealth Services
California
$228K +$4.77K +9 +2%
EWM
2928
Edge Wealth Management
New York
$228K +$229K +433 New
GHA
2929
Granite Harbor Advisors
Texas
$227K +$227K +429 New
LFA
2930
Landmark Financial Advisors
Kentucky
$226K – – –
WAM
2931
Wolverine Asset Management
Illinois
$226K -$7.27M -13,732 -97%
JTWM
2932
Jackson Thornton Wealth Management
Alabama
$226K -$32.3K -61 -13%
SAM
2933
Summit Asset Management
Tennessee
$226K – – –
AFWM
2934
AMJ Financial Wealth Management
Virginia
$225K – – –
P
2935
Palladiem
Pennsylvania
$225K – – –
MS
2936
Madden Securities
Texas
$224K – – –
JWS
2937
Juncture Wealth Strategies
Arizona
$224K +$224K +423 New
RF
2938
Rollins Financial
Georgia
$224K +$224K +422 New
RFP
2939
Roth Financial Partners
Texas
$223K -$45.6K -86 -17%
TFG
2940
Tilson Financial Group
New Jersey
$223K +$222K +420 New
FWMM
2941
Foundation Wealth Management (Missouri)
Missouri
$222K +$221K +418 New
MAM
2942
Milestone Asset Management
Pennsylvania
$222K +$242K +456 New
CF
2943
Corrigan Financial
Rhode Island
$221K -$12.7K -24 -5%
PWLP
2944
Prio Wealth Limited Partnership
Massachusetts
$221K -$33.9K -64 -13%
SSW
2945
Smith Shellnut Wilson
Mississippi
$221K – – –
OFW
2946
Omnia Family Wealth
Florida
$219K – – –
CPG
2947
Cornerstone Planning Group
New Jersey
$219K +$240K +453 New
MWA
2948
MFA Wealth Advisors
Pennsylvania
$219K – – –
OBGC
2949
O'Brien Greene & Co
Pennsylvania
$219K -$559K -1,056 -72%
HIS
2950
Harvest Investment Services
Illinois
$218K -$7.95K -15 -4%
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118
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