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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
4A
3101
4Wealth Advisors
Illinois
$319K +$359K +631 New
WWM
3102
Waterway Wealth Management
Texas
$319K +$34.1K +60 +11%
SC
3103
Stephenson & Company
California
$319K +$1.14K +2 +0.3%
YCG
3104
Yeomans Consulting Group
Georgia
$319K -$19.3K -34 -5%
PCS
3105
Private Client Services
Kentucky
$318K +$1.14K +2 +0.3%
NC
3106
Napatree Capital
Rhode Island
$318K +$50.6K +89 +16%
TCM
3107
Tuttle Capital Management
Connecticut
$318K +$90.9K +160 +34%
EA
3108
Echo45 Advisors
California
$318K +$21.6K +38 +7%
SWM
3109
Seed Wealth Management
Illinois
$317K – – –
LWA
3110
Lifelong Wealth Advisors
Minnesota
$317K +$356K +627 New
SFM
3111
Signet Financial Management
New Jersey
$317K -$54K -95 -13%
WAM
3112
Walker Asset Management
Missouri
$317K -$109K -192 -23%
SN
3113
Sittner & Nelson
Oregon
$317K +$1.14K +2 +0.3%
KA
3114
KDT Advisors
New York
$316K +$355K +625 New
ZF
3115
Zhang Financial
Michigan
$316K -$23.9K -42 -6%
CWA
3116
CJM Wealth Advisers
Virginia
$316K – – –
CA
3117
Crumly & Associates
Illinois
$315K -$568 -1 -0.2%
VBWMG
3118
Von Berge Wealth Management Group
California
$313K -$5.11K -9 -2%
BEAM
3119
Baker Ellis Asset Management
Washington
$313K -$65.3K -115 -16%
EWM
3120
Endowment Wealth Management
Wisconsin
$313K -$5.68K -10 -2%
PPG
3121
Peak Planning Group
Colorado
$313K +$15.3K +27 +5%
OCPWS
3122
One Charles Private Wealth Services
Massachusetts
$313K +$14.8K +26 +4%
GC
3123
Garde Capital
Washington
$312K +$51.1K +90 +17%
HC
3124
Hamilton Capital
Ohio
$312K +$25K +44 +8%
GSC
3125
Ground Swell Capital
South Carolina
$311K +$137K +241 +65%
123 124
125
126 127