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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
BFAG
3001
Blackston Financial Advisory Group
Florida
$279K +$268K +547 New
TFG
3002
Team Financial Group
California
$278K +$10.3K +21 +4%
KAM
3003
Kraft Asset Management
Tennessee
$278K +$52K +106 +24%
LWP
3004
Laurel Wealth Planning
Minnesota
$278K – – –
AGP
3005
Autumn Glory Partners
Texas
$278K -$68.6K -140 -20%
FWM
3006
Forza Wealth Management
Florida
$278K -$18.6K -38 -7%
BIP
3007
Blue Investment Partners
California
$278K – – –
O3W
3008
Omni 360 Wealth
New Jersey
$278K -$7.84K -16 -3%
MWA
3009
MN Wealth Advisors
Kansas
$277K +$10.3K +21 +4%
HC
3010
Hamilton Capital
Ohio
$277K -$71.1K -145 -21%
CFGA
3011
Cambridge Financial Group (Arizona)
Arizona
$276K – – –
LPAM
3012
Lodestar Private Asset Management
California
$276K -$24K -49 -8%
MPCG
3013
Matrix Private Capital Group
New York
$276K +$9.31K +19 +4%
LA
3014
Lane & Associates
New Jersey
$274K +$39.7K +81 +18%
APW
3015
Acima Private Wealth
Virginia
$274K – – –
DWA
3016
Dougherty Wealth Advisers
Minnesota
$274K +$9.8K +20 +4%
CFP
3017
Cypress Financial Planning
New Jersey
$273K -$44.6K -91 -14%
PFWA
3018
Paces Ferry Wealth Advisors
Georgia
$273K -$7.84K -16 -3%
FCFC
3019
First Citizens Financial Corp
Iowa
$273K -$3.43K -7 -1%
UBV
3020
United Bank (Virginia)
Virginia
$273K -$3.43K -7 -1%
RFG
3021
Range Financial Group
Oregon
$273K -$37.7K -77 -13%
SSW
3022
Smith Shellnut Wilson
Mississippi
$273K – – –
NIM
3023
Northeast Investment Management
Massachusetts
$272K -$819K -1,670 -76%
CA
3024
CapWealth Advisors
Tennessee
$272K +$12.3K +25 +5%
AA
3025
Alesco Advisors
New York
$271K +$22.1K +45 +9%
119 120
121
122 123