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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
W
2926
Wealthquest
Ohio
$222K +$7.87K +16 +4%
BSSFA
2927
Baron Silver Stevens Financial Advisors
Florida
$220K +$215K +437 New
RWG
2928
Ratio Wealth Group
Colorado
$219K +$214K +435 New
MLA
2929
MB, Levis & Associates
Pennsylvania
$219K -$3.94K -8 -2%
T
2930
TRUADVICE
Florida
$219K +$199K +405 New
BWM
2931
Benchmark Wealth Management
Connecticut
$218K -$7.38K -15 -3%
ACM
2932
Academy Capital Management
Texas
$218K -$55.1K -112 -21%
HCM
2933
Hutner Capital Management
Vermont
$218K – – –
CSIA
2934
Charles Schwab Investment Advisory
California
$217K +$212K +430 New
SF
2935
Slagle Financial
Illinois
$217K -$78.7K -160 -27%
EMFAT
2936
Emerald Mutual Fund Advisers Trust
Pennsylvania
$217K +$68.9K +140 +48%
CPG
2937
Cornerstone Planning Group
New Jersey
$217K -$10.3K -21 -5%
CPP
2938
Capasso Planning Partners
South Carolina
$216K +$2.95K +6 +1%
WA
2939
WBH Advisory
Maryland
$216K +$211K +429 New
ACA
2940
Ascension Capital Advisors
Texas
$216K +$211K +429 New
RF
2941
Rollins Financial
Georgia
$216K +$211K +428 New
TFO
2942
Tarbox Family Office
California
$215K +$210K +426 New
EL
2943
EMFO LLC
Florida
$214K – – –
AIIMS
2944
Analyst IMS Investment Management Services
Israel
$213K +$205K +417 New
LFA
2945
Landmark Financial Advisors
Kentucky
$213K – – –
TFG
2946
Tilson Financial Group
New Jersey
$212K -$3.44K -7 -2%
EIA
2947
Eldridge Investment Advisors
New Hampshire
$212K – – –
CAM
2948
Costello Asset Management
Pennsylvania
$211K +$206K +419 New
SAM
2949
Summit Asset Management
Tennessee
$211K – – –
TFM
2950
TFC Financial Management
Massachusetts
$210K +$14.8K +30 +8%
116 117
118
119 120