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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
3001
Probity Advisors
Texas
$327K -$115K -224 -26%
CWA
3002
CJM Wealth Advisers
Virginia
$327K – – –
CST
3003
Charles Schwab Trust
Nevada
$326K -$75.7K -148 -19%
MAG
3004
M3 Advisory Group
Massachusetts
$326K -$68.5K -134 -18%
HFS
3005
Hopwood Financial Services
Virginia
$326K +$16.9K +33 +6%
CA
3006
Crumly & Associates
Illinois
$326K – – –
CAM
3007
Covenant Asset Management
New Jersey
$324K -$3.64M -7,114 -92%
FCA
3008
Fortis Capital Advisors
Kansas
$324K +$118K +230 +59%
SFM
3009
Signet Financial Management
New Jersey
$324K -$4.09K -8 -1%
HIM
3010
Hanlon Investment Management
New Jersey
$324K -$32.7K -64 -9%
FFA
3011
Frazier Financial Advisors
Ohio
$323K +$3.58K +7 +1%
VAG
3012
VisionPoint Advisory Group
Texas
$323K +$69.5K +136 +28%
LIA
3013
LBMC Investment Advisors
Tennessee
$321K – – –
YIH
3014
Y-Intercept (HK)
Hong Kong
$320K -$4.01M -7,841 -93%
YCG
3015
Yeomans Consulting Group
Georgia
$320K -$9.71K -19 -3%
ZF
3016
Zhang Financial
Michigan
$320K -$7.16K -14 -2%
NOI
3017
Newton One Investments
Delaware
$319K -$511 -1 -0.2%
KBFS
3018
Kohmann Bosshard Financial Services
Ohio
$318K – – –
GSIS
3019
Global Strategic Investment Solutions
Arizona
$318K -$43.5K -85 -12%
NAS
3020
NWF Advisory Services
California
$318K -$49.6K -97 -14%
IWM
3021
Integris Wealth Management
California
$318K -$24K -47 -7%
WA
3022
WBH Advisory
Maryland
$317K – – –
HA
3023
Helium Advisors
Washington
$317K – – –
OPWM
3024
Oakwell Private Wealth Management
Texas
$317K +$35.3K +69 +13%
CCM
3025
Coerente Capital Management
Ontario, Canada
$317K – – –
119 120
121
122 123