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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
RPCA
2926
Running Point Capital Advisors
California
$221K -$10.8K -22 -5%
JC
2927
Jacobs & Co
California
$220K -$32.3K -66 -13%
CFG
2928
Cosner Financial Group
Colorado
$219K +$223K +457 New
LC
2929
LCNB Corp
Ohio
$219K -$16.1K -33 -7%
AWM
2930
Aberdeen Wealth Management
Illinois
$219K – – –
AW
2931
Apricus Wealth
South Carolina
$218K -$24.4K -50 -10%
CPG
2932
Cornerstone Planning Group
New Jersey
$217K +$221K +451 New
EF
2933
Exeter Financial
Arizona
$217K – – –
OCM
2934
Orser Capital Management
Texas
$216K – – –
AWS
2935
AJ Wealth Strategies
New York
$216K +$220K +449 New
SFC
2936
Strategic Financial Concepts
Texas
$215K +$219K +447 New
LWANC
2937
Laurel Wealth Advisors (North Carolina)
North Carolina
$215K – – –
KAM
2938
Kraft Asset Management
Tennessee
$215K -$10.8K -22 -5%
TCPWM
2939
Traverso Chambers Private Wealth Management
California
$215K – – –
BWM
2940
Benchmark Wealth Management
Connecticut
$215K +$489 +1 +0.2%
KFP
2941
KB Financial Partners
New Jersey
$214K -$1.31M -2,681 -86%
ACM
2942
AUA Capital Management
Pennsylvania
$214K – – –
MLA
2943
MB, Levis & Associates
Pennsylvania
$213K – – –
CWM
2944
Cabot Wealth Management
Massachusetts
$213K – – –
EWM
2945
Edge Wealth Management
New York
$213K +$4.89K +10 +2%
SSC
2946
Syverson Strege & Co
Iowa
$213K -$113K -232 -34%
GWM
2947
GSB Wealth Management
Connecticut
$211K +$215K +439 New
MAM
2948
Milestone Asset Management
Pennsylvania
$211K -$3.91K -8 -2%
VFP
2949
Verus Financial Partners
Virginia
$211K -$9.29K -19 -4%
SIC
2950
SJS Investment Consulting
Ohio
$211K -$34.2K -70 -14%
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118
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