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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
3101
Carroll Investors
South Carolina
$232K – – –
PCMF
3102
Private Capital Management (Florida)
Florida
$231K -$51.3K -101 -18%
BFP
3103
Briaud Financial Planning
Texas
$231K +$237K +466 New
WCP
3104
Wick Capital Partners
Pennsylvania
$230K – – –
RFP
3105
Roth Financial Partners
Texas
$229K – – –
CAWM
3106
Capital Advisors Wealth Management
Washington
$229K -$726K -1,429 -76%
CFG
3107
Cosner Financial Group
Colorado
$228K +$1.02K +2 +0.4%
MF
3108
Manchester Financial
California
$228K +$8.13K +16 +4%
GC
3109
Gilbert & Cook
Iowa
$228K -$4.58K -9 -2%
IPWA
3110
International Private Wealth Advisors
California
$228K +$39.7K +78 +20%
MWM
3111
McNaughton Wealth Management
California
$228K +$3.56K +7 +2%
KSWWM
3112
Keyes Stange & Wooten Wealth Management
Florida
$228K -$1.52K -3 -0.6%
FF
3113
Francis Financial
$228K +$2.54K +5 +1%
JC
3114
Jacobs & Co
California
$227K – – –
LA
3115
Lane & Associates
New Jersey
$227K -$5.59K -11 -2%
MWM
3116
Massachusetts Wealth Management
Massachusetts
$226K -$127K -250 -35%
LFGO
3117
Legacy Financial Group (Oklahoma)
Oklahoma
$226K -$1.02K -2 -0.4%
OMIC
3118
Old Mission Investment Co
Michigan
$225K +$22.9K +45 +11%
AWM
3119
Aberdeen Wealth Management
Illinois
$225K – – –
PCMC
3120
Planning Capital Management Corporation
Pennsylvania
$225K -$30.5K -60 -12%
FIBT
3121
First International Bank & Trust
North Dakota
$225K +$6.61K +13 +3%
WSC
3122
Wellington Shields & Co
New York
$224K -$84.4K -166 -27%
JA
3123
JVL Associates
Michigan
$224K +$8.64K +17 +4%
AFAS
3124
Acorn Financial Advisory Services
Virginia
$224K -$2.54K -5 -1%
FMN
3125
Financial Management Network
California
$223K +$250K +491 New
123 124
125
126 127