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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
3126
Clarity Wealth Advisors
California
$281K -$10.2K -20 -4%
NPT
3127
Nixon Peabody Trust
Massachusetts
$281K +$69.5K +136 +34%
YP
3128
YANKCOM Partnership
South Dakota
$280K -$834K -1,631 -75%
FPL
3129
Fortress Private Ledger
North Carolina
$279K +$272K +533 New
HOWA
3130
Heritage Oak Wealth Advisors
Florida
$279K -$141K -275 -34%
IAG
3131
Investment Advisory Group
Massachusetts
$279K +$2.04K +4 +0.8%
WAS
3132
Wealth Advisory Solutions
Indiana
$279K -$8.85M -17,315 -97%
CCM
3133
Crew Capital Management
Ohio
$278K – – –
EIA
3134
Edgemoor Investment Advisors
Maryland
$278K – – –
LF
3135
LifeSteps Financial
California
$275K – – –
KFS
3136
Kaizen Financial Strategies
California
$275K +$62.4K +122 +30%
DFP
3137
Defined Financial Planning
California
$274K -$282K -552 -51%
HFRG
3138
Houlihan Financial Resource Group
Virginia
$274K – – –
TFGT
3139
TS Financial Group (TSFG)
Illinois
$273K +$67K +131 +34%
NEWAS
3140
N.E.W. Advisory Services
Wisconsin
$273K +$23.5K +46 +10%
BFS
3141
Burr Financial Services
California
$272K – – –
DFG
3142
Dynamic Financial Group
Iowa
$272K – – –
OSNBOA
3143
Old Second National Bank of Aurora
Illinois
$272K +$36.3K +71 +16%
BWM
3144
BlackDiamond Wealth Management
New York
$272K -$72.6K -142 -17%
JBW
3145
Journey Beyond Wealth
Georgia
$271K -$15.3K -30 -5%
CFGA
3146
Cambridge Financial Group (Arizona)
Arizona
$271K -$13.3K -26 -5%
NWA
3147
New World Advisors
Massachusetts
$270K +$37.8K +74 +17%
PWP
3148
Pursue Wealth Partners
California
$270K +$263K +515 New
NCM
3149
Next Capital Management
New York
$269K +$263K +514 New
PPWM
3150
Perissos Private Wealth Management
Oklahoma
$269K +$511 +1 +0.2%
124 125
126
127 128