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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MHWM
2951
Montz Harcus Wealth Management
Louisiana
$210K +$214K +437 New
HCM
2952
Howard Capital Management
Georgia
$208K -$105K -215 -33%
HCM
2953
Hutner Capital Management
Vermont
$208K – – –
CWA
2954
Centennial Wealth Advisory
Michigan
$206K +$209K +428 New
TFG
2955
Tilson Financial Group
New Jersey
$205K -$1.96K -4 -0.9%
EL
2956
EMFO LLC
Florida
$204K – – –
ESBC
2957
E.S. Barr & Co
Kentucky
$204K +$207K +424 New
W
2958
Wealthquest
Ohio
$204K – – –
CPP
2959
Capasso Planning Partners
South Carolina
$203K +$207K +423 New
LFA
2960
Landmark Financial Advisors
Kentucky
$203K -$2.44K -5 -1%
EIA
2961
Eldridge Investment Advisors
New Hampshire
$202K -$26.9K -55 -12%
PFM
2962
Peak Financial Management
Massachusetts
$202K +$205K +420 New
ACG
2963
Allen Capital Group
Nebraska
$201K +$205K +419 New
VCM
2964
Verde Capital Management
Michigan
$201K +$205K +419 New
SAM
2965
Summit Asset Management
Tennessee
$201K -$3.91K -8 -2%
CF
2966
Corrigan Financial
Rhode Island
$201K +$204K +418 New
ICM
2967
Intrepid Capital Management
Florida
$200K +$203K +415 New
JWA
2968
JFS Wealth Advisors
Pennsylvania
$193K -$7.33K -15 -4%
OSNBOA
2969
Old Second National Bank of Aurora
Illinois
$191K – – –
NIC
2970
Northwest Investment Counselors
Oregon
$189K – – –
BCMLT
2971
Beacon Capital Management LLC (Tennessee)
Tennessee
$188K +$53.8K +110 +39%
FCMT
2972
Founders Capital Management (Texas)
Texas
$188K +$2.93K +6 +2%
YAL
2973
Your Advocates Ltd
Texas
$187K +$19.6K +40 +11%
JSAM
2974
J. Safra Asset Management
New York
$187K – – –
SHIM
2975
Stone House Investment Management
Pennsylvania
$187K +$489 +1 +0.3%
117 118
119
120 121