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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
HFRG
3026
Houlihan Financial Resource Group
Virginia
$259K +$266K +524 New
MPCG
3027
Matrix Private Capital Group
New York
$259K -$12.7K -25 -5%
DIM
3028
Delta Investment Management
California
$258K +$48.8K +96 +23%
IAG
3029
Investment Advisory Group
Massachusetts
$258K +$34.1K +67 +15%
PBC
3030
Pavion Blue Capital
California
$256K -$3.05K -6 -1%
AAM
3031
Azzad Asset Management
Virginia
$256K – – –
DWA
3032
Dougherty Wealth Advisers
Minnesota
$256K – – –
FFWA
3033
Forthright Family Wealth Advisory
Texas
$256K +$5.08K +10 +2%
CWA
3034
Centennial Wealth Advisory
Michigan
$255K +$56.4K +111 +27%
WDC
3035
Woodward Diversified Capital
California
$255K +$64.1K +126 +32%
RIM
3036
RW Investment Management
Idaho
$255K -$76.3K -150 -23%
CNWM
3037
Clay Northam Wealth Management
California
$255K – – –
FP
3038
Foundry Partners
Minnesota
$255K -$15.3K -30 -6%
VAG
3039
VisionPoint Advisory Group
Texas
$254K -$26.4K -52 -9%
NC
3040
NovaPoint Capital
Georgia
$254K -$54.4K -107 -17%
AA
3041
AJ Advisors
Tennessee
$254K -$60K -118 -19%
FA
3042
Fortis Advisors
Pennsylvania
$254K -$50.8K -100 -16%
VCM
3043
Versant Capital Management
Arizona
$253K -$34.1K -67 -12%
SCM
3044
Saxony Capital Management
Missouri
$253K -$167K -329 -39%
TFA
3045
Tobias Financial Advisors
Florida
$253K +$260K +511 New
GWM
3046
GSB Wealth Management
Connecticut
$253K -$8.64K -17 -3%
CAM
3047
Crestone Asset Management
Colorado
$252K +$19.8K +39 +8%
HPA
3048
High Probability Advisors
New York
$252K – – –
CA
3049
CapWealth Advisors
Tennessee
$252K – – –
KL
3050
KWMG LLC
Kansas
$251K -$4.07K -8 -2%
120 121
122
123 124