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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
DMIC
3126
Dixon Mitchell Investment Counsel
British Columbia, Canada
$148K -$65.6K -177 -33%
AW
3127
Ankerstar Wealth
Texas
$148K – – –
PS
3128
Pinney & Scofield
Massachusetts
$148K – – –
BIA
3129
Bell Investment Advisors
California
$146K +$38.9K +105 +43%
WPWM
3130
Western Pacific Wealth Management
Illinois
$144K -$18.5K -50 -13%
HC
3131
Hara Capital
Washington
$143K – – –
PCFFS
3132
Pacific Center for Financial Services
California
$143K – – –
KFP
3133
Kerr Financial Planning
California
$141K +$741 +2 +0.6%
ABWM
3134
Alpine Bank Wealth Management
Colorado
$141K +$126K +340 New
PWMG
3135
Private Wealth Management Group
New Jersey
$138K -$7.41K -20 -6%
APFP
3136
Action Point Financial Planning
Michigan
$138K +$126K +339 New
MFT
3137
Moisand Fitzgerald Tamayo
Florida
$138K – – –
EP
3138
Elkhorn Partners
Nebraska
$137K -$51.9K -140 -30%
MAFA
3139
MJT & Associates Financial Advisory
Minnesota
$135K – – –
SFO
3140
Standard Family Office
South Dakota
$135K – – –
MFP
3141
Meramec Financial Planners
Missouri
$134K -$3.71K -10 -3%
SW
3142
StrongBox Wealth
Missouri
$132K +$117K +317 New
WWM
3143
Wolff Wiese Magana
California
$129K +$3.34K +9 +3%
MIHAS
3144
Maj Invest Holding A/S
Denmark
$128K – – –
SFC
3145
Swisher Financial Concepts
Ohio
$128K -$242K -653 -68%
KAS
3146
Kemnay Advisory Services
New York
$126K -$14.1K -38 -11%
JGCM
3147
Joseph Group Capital Management
Ohio
$126K +$60.8K +164 +118%
MLA
3148
MB, Levis & Associates
Pennsylvania
$126K – – –
TCM
3149
Timbuktu Capital Management
Massachusetts
$125K +$112K +301 New
CCM
3150
Copeland Capital Management
Pennsylvania
$125K -$156K -420 -58%
124 125
126
127 128