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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
3151
Laurel Wealth Advisors (North Carolina)
North Carolina
$212K -$1.52K -3 -0.7%
KCFA
3152
Key Client Fiduciary Advisors
New Jersey
$212K +$218K +429 New
MAG
3153
Mayfair Advisory Group
Alabama
$212K +$218K +428 New
TWM
3154
TriaGen Wealth Management
California
$212K – – –
FL
3155
Fort LP
Maryland
$211K -$10.7K -21 -5%
AIP
3156
Almanack Investment Partners
Pennsylvania
$211K -$22.9K -45 -10%
RPCONE
3157
Retirement Planning Company of New England
Rhode Island
$210K -$14.2K -28 -6%
CPP
3158
Capasso Planning Partners
South Carolina
$210K -$6.1K -12 -3%
ESBC
3159
E.S. Barr & Co
Kentucky
$210K -$25.4K -50 -11%
MWM
3160
MinichMacGregor Wealth Management
New York
$210K +$4.07K +8 +2%
MPPLM
3161
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$210K +$216K +424 New
W
3162
Wealthquest
Ohio
$210K – – –
ARG
3163
Advisory Resource Group
Oklahoma
$209K +$215K +423 New
FP
3164
Fiduciary Planning
Florida
$208K -$28K -55 -12%
PIFP
3165
Partners in Financial Planning
Virginia
$208K +$10.7K +21 +5%
GAM
3166
GEM Asset Management
Michigan
$208K – – –
AC
3167
AlphaCore Capital
California
$208K +$214K +420 New
BBA
3168
BLB&B Advisors
Pennsylvania
$207K -$74.7K -147 -26%
MFA
3169
McClarren Financial Advisors
Pennsylvania
$207K +$298K +586 +165%
HL
3170
HeadInvest LLC
Maine
$207K -$10.2K -20 -5%
SAM
3171
Summit Asset Management
Tennessee
$207K – – –
FA
3172
Fountainhead AM
New Jersey
$206K +$212K +417 New
2L
3173
25 LLC
Missouri
$206K +$13.7K +27 +7%
DFCM
3174
Dark Forest Capital Management
Puerto Rico
$205K +$211K +415 New
PWMG
3175
Pinnacle Wealth Management Group
Michigan
$205K – – –
125 126
127
128 129