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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
3151
TriaGen Wealth Management
California
$212K – – –
FL
3152
Fort LP
Maryland
$211K -$10.7K -21 -5%
AIP
3153
Almanack Investment Partners
Pennsylvania
$211K -$22.9K -45 -10%
RPCONE
3154
Retirement Planning Company of New England
Rhode Island
$210K -$14.2K -28 -6%
CPP
3155
Capasso Planning Partners
South Carolina
$210K -$6.1K -12 -3%
ESBC
3156
E.S. Barr & Co
Kentucky
$210K -$25.4K -50 -11%
MWM
3157
MinichMacGregor Wealth Management
New York
$210K +$4.07K +8 +2%
MPPLM
3158
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$210K +$216K +424 New
W
3159
Wealthquest
Ohio
$210K – – –
ARG
3160
Advisory Resource Group
Oklahoma
$209K +$215K +423 New
FP
3161
Fiduciary Planning
Florida
$208K -$28K -55 -12%
PIFP
3162
Partners in Financial Planning
Virginia
$208K +$10.7K +21 +5%
GAM
3163
GEM Asset Management
Michigan
$208K – – –
AC
3164
AlphaCore Capital
California
$208K +$214K +420 New
BBA
3165
BLB&B Advisors
Pennsylvania
$207K -$74.7K -147 -26%
MFA
3166
McClarren Financial Advisors
Pennsylvania
$207K +$298K +586 +165%
HL
3167
HeadInvest LLC
Maine
$207K -$10.2K -20 -5%
SAM
3168
Summit Asset Management
Tennessee
$207K – – –
FA
3169
Fountainhead AM
New Jersey
$206K +$212K +417 New
2L
3170
25 LLC
Missouri
$206K +$13.7K +27 +7%
DFCM
3171
Dark Forest Capital Management
Puerto Rico
$205K +$211K +415 New
PWMG
3172
Pinnacle Wealth Management Group
Michigan
$205K – – –
HDIM
3173
Hanson & Doremus Investment Management
Vermont
$205K -$1.02K -2 -0.5%
AWM
3174
Accel Wealth Management
Iowa
$205K -$508 -1 -0.2%
OBGC
3175
O'Brien Greene & Co
Pennsylvania
$205K – – –
125 126
127
128 129