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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WCP
3101
Wick Capital Partners
Pennsylvania
$245K +$28.3K +53 +13%
FA
3102
Fermata Advisors
California
$244K -$32K -60 -11%
SIC
3103
SJS Investment Consulting
Ohio
$244K +$4.8K +9 +2%
ZF
3104
Zhang Financial
Michigan
$244K +$247K +463 New
KSWWM
3105
Keyes Stange & Wooten Wealth Management
Florida
$244K +$247K +463 New
CCA
3106
Cora Capital Advisors
New Jersey
$243K -$22.9K -43 -9%
RFP
3107
Roth Financial Partners
Texas
$243K +$68.8K +129 +39%
WAS
3108
Winch Advisory Services
Wisconsin
$243K +$41.6K +78 +20%
PFC
3109
Phocas Financial Corp
California
$242K +$245K +460 New
CFG
3110
Cosner Financial Group
Colorado
$242K +$1.07K +2 +0.4%
LFGO
3111
Legacy Financial Group (Oklahoma)
Oklahoma
$242K -$4.27K -8 -2%
KAM
3112
Kraft Asset Management
Tennessee
$241K -$1.6K -3 -0.7%
RWM
3113
Raffa Wealth Management
District of Columbia
$241K -$93.3K -175 -28%
JC
3114
Jacobs & Co
California
$241K – – –
AFAS
3115
Acorn Financial Advisory Services
Virginia
$241K – – –
S
3116
Sachetta
Massachusetts
$240K +$243K +456 New
VCG
3117
Vantage Consulting Group
Virginia
$240K -$48.5K -91 -17%
AWM
3118
Aberdeen Wealth Management
Illinois
$240K – – –
IWN
3119
Independent Wealth Network
Iowa
$240K +$533 +1 +0.2%
FF
3120
Francis Financial
$240K +$30.4K +57 +14%
IAG
3121
Investment Advisory Group
Massachusetts
$239K -$19.7K -37 -8%
AA
3122
Auxano Advisors
Washington
$239K +$242K +454 New
RPCA
3123
Running Point Capital Advisors
California
$239K -$17.1K -32 -7%
AOWM
3124
Alpha Omega Wealth Management
Virginia
$239K +$1.07K +2 +0.4%
RPCONE
3125
Retirement Planning Company of New England
Rhode Island
$239K +$1.6K +3 +0.7%
123 124
125
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