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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
3101
Briaud Financial Planning
Texas
$231K +$237K +466 New
WCP
3102
Wick Capital Partners
Pennsylvania
$230K – – –
RFP
3103
Roth Financial Partners
Texas
$229K – – –
CAWM
3104
Capital Advisors Wealth Management
Washington
$229K -$726K -1,429 -76%
CFG
3105
Cosner Financial Group
Colorado
$228K +$1.02K +2 +0.4%
MF
3106
Manchester Financial
California
$228K +$8.13K +16 +4%
GC
3107
Gilbert & Cook
Iowa
$228K -$4.58K -9 -2%
IPWA
3108
International Private Wealth Advisors
California
$228K +$39.7K +78 +20%
MWM
3109
McNaughton Wealth Management
California
$228K +$3.56K +7 +2%
KSWWM
3110
Keyes Stange & Wooten Wealth Management
Florida
$228K -$1.52K -3 -0.6%
FF
3111
Francis Financial
$228K +$2.54K +5 +1%
JC
3112
Jacobs & Co
California
$227K – – –
LA
3113
Lane & Associates
New Jersey
$227K -$5.59K -11 -2%
MWM
3114
Massachusetts Wealth Management
Massachusetts
$226K -$127K -250 -35%
LFGO
3115
Legacy Financial Group (Oklahoma)
Oklahoma
$226K -$1.02K -2 -0.4%
AWM
3116
Aberdeen Wealth Management
Illinois
$225K – – –
PCMC
3117
Planning Capital Management Corporation
Pennsylvania
$225K -$30.5K -60 -12%
FIBT
3118
First International Bank & Trust
North Dakota
$225K +$6.61K +13 +3%
WSC
3119
Wellington Shields & Co
New York
$224K -$84.4K -166 -27%
JA
3120
JVL Associates
Michigan
$224K +$8.64K +17 +4%
AFAS
3121
Acorn Financial Advisory Services
Virginia
$224K -$2.54K -5 -1%
FMN
3122
Financial Management Network
California
$223K +$250K +491 New
RWM
3123
Raffa Wealth Management
District of Columbia
$223K -$3.56K -7 -2%
PWM
3124
Purus Wealth Management
California
$223K – – –
PSC
3125
Portman Square Capital
United Kingdom
$222K +$228K +449 New
123 124
125
126 127