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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
3001
Mainsail Asset Management
Alabama
$280K – – –
BFAG
3002
Blackston Financial Advisory Group
Florida
$279K +$268K +547 New
TFG
3003
Team Financial Group
California
$278K +$10.3K +21 +4%
KAM
3004
Kraft Asset Management
Tennessee
$278K +$52K +106 +24%
LWP
3005
Laurel Wealth Planning
Minnesota
$278K – – –
AGP
3006
Autumn Glory Partners
Texas
$278K -$68.6K -140 -20%
FWM
3007
Forza Wealth Management
Florida
$278K -$18.6K -38 -7%
BIP
3008
Blue Investment Partners
California
$278K – – –
O3W
3009
Omni 360 Wealth
New Jersey
$278K -$7.84K -16 -3%
MWA
3010
MN Wealth Advisors
Kansas
$277K +$10.3K +21 +4%
HC
3011
Hamilton Capital
Ohio
$277K -$71.1K -145 -21%
CFGA
3012
Cambridge Financial Group (Arizona)
Arizona
$276K – – –
LPAM
3013
Lodestar Private Asset Management
California
$276K -$24K -49 -8%
MPCG
3014
Matrix Private Capital Group
New York
$276K +$9.31K +19 +4%
LA
3015
Lane & Associates
New Jersey
$274K +$39.7K +81 +18%
APW
3016
Acima Private Wealth
Virginia
$274K – – –
DWA
3017
Dougherty Wealth Advisers
Minnesota
$274K +$9.8K +20 +4%
CFP
3018
Cypress Financial Planning
New Jersey
$273K -$44.6K -91 -14%
PFWA
3019
Paces Ferry Wealth Advisors
Georgia
$273K -$7.84K -16 -3%
FCFC
3020
First Citizens Financial Corp
Iowa
$273K -$3.43K -7 -1%
UBV
3021
United Bank (Virginia)
Virginia
$273K -$3.43K -7 -1%
RFG
3022
Range Financial Group
Oregon
$273K -$37.7K -77 -13%
SSW
3023
Smith Shellnut Wilson
Mississippi
$273K – – –
NIM
3024
Northeast Investment Management
Massachusetts
$272K -$819K -1,670 -76%
CA
3025
CapWealth Advisors
Tennessee
$272K +$12.3K +25 +5%
119 120
121
122 123