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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
3151
Twin Peaks Wealth Advisors
California
$230K +$233K +437 New
TFCP
3152
Twin Focus Capital Partners
Massachusetts
$230K -$5.33K -10 -2%
IIA
3153
Integral Investment Advisors
California
$230K -$14.4K -27 -6%
MHWM
3154
Montz Harcus Wealth Management
Louisiana
$229K -$6.93K -13 -3%
MLA
3155
MB, Levis & Associates
Pennsylvania
$229K – – –
CCM
3156
Coerente Capital Management
Ontario, Canada
$229K +$232K +435 New
JA
3157
JVL Associates
Michigan
$229K +$232K +435 New
RWA
3158
Rooted Wealth Advisors
Illinois
$229K -$17.6K -33 -7%
GAM
3159
GEM Asset Management
Michigan
$228K -$9.6K -18 -4%
CPG
3160
Cornerstone Planning Group
New Jersey
$228K +$1.6K +3 +0.7%
CMAI
3161
Capital Management Associates Inc
Minnesota
$227K +$230K +432 New
AW
3162
Apricus Wealth
South Carolina
$227K -$9.6K -18 -4%
LWANC
3163
Laurel Wealth Advisors (North Carolina)
North Carolina
$227K -$8K -15 -3%
ACM
3164
Academy Capital Management
Texas
$227K – – –
HCM
3165
Hutner Capital Management
Vermont
$227K – – –
HIF
3166
Hill Island Financial
Michigan
$227K +$230K +432 New
TWM
3167
TriaGen Wealth Management
California
$225K -$53.3K -100 -19%
SCA
3168
Southern Capital Advisors
Tennessee
$224K -$182K -342 -45%
DIM
3169
Delta Investment Management
California
$224K +$5.33K +10 +2%
CP
3170
Camelot Portfolios
Ohio
$224K +$227K +425 New
W
3171
Wealthquest
Ohio
$223K -$8.53K -16 -4%
LFA
3172
Landmark Financial Advisors
Kentucky
$222K – – –
MWM
3173
MinichMacGregor Wealth Management
New York
$221K -$1.13M -2,128 -84%
MWM
3174
Meritas Wealth Management
California
$221K +$223K +419 New
SAM
3175
Summit Asset Management
Tennessee
$220K – – –
125 126
127
128 129