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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WJA
3151
Willis Johnson & Associates
Texas
$300K -$22.2K -39 -6%
NWM
3152
Northwest Wealth Management
Iowa
$299K -$93.2K -164 -22%
MIFH
3153
Migdal Insurance & Financial Holdings
Israel
$299K -$249K -438 -43%
VWM
3154
Vigilare Wealth Management
Arizona
$298K -$429K -755 -56%
FSA
3155
Fort Sheridan Advisors
Illinois
$298K – – –
HFS
3156
Hopwood Financial Services
Virginia
$298K +$335K +589 New
SIC
3157
SJS Investment Consulting
Ohio
$297K -$39.8K -70 -11%
CG
3158
Cynosure Group
Utah
$297K -$176K -310 -35%
BMM
3159
Berkshire Money Management
Massachusetts
$296K +$333K +586 New
LFS
3160
Legacy Financial Strategies
Kansas
$296K -$11.4K -20 -3%
BFG
3161
Birch Financial Group
New Hampshire
$296K +$332K +585 New
HCMG
3162
Howard Capital Management Group
California
$295K – – –
TWM
3163
Triton Wealth Management
Arizona
$295K +$22.7K +40 +9%
JC
3164
JBGlobal.com
New York
$294K +$331K +582 New
OW
3165
Olistico Wealth
Oklahoma
$293K -$15.9K -28 -5%
BCM
3166
BluePath Capital Management
Georgia
$293K -$772K -1,359 -72%
C1AG
3167
Client 1st Advisory Group
Florida
$292K -$18.2K -32 -5%
VFG
3168
V2 Financial group
Illinois
$292K – – –
LIM
3169
Lathrop Investment Management
Arkansas
$292K +$328K +577 New
MKC
3170
M. Kraus & Co
Vermont
$292K -$9.09K -16 -3%
RBFC
3171
Roman Butler Fullerton & Co
Missouri
$292K -$299K -527 -50%
CAM
3172
Clark Asset Management
New Hampshire
$292K +$17.6K +31 +6%
AFS
3173
Axiom Financial Strategies
Indiana
$291K +$11.4K +20 +4%
WC
3174
Woodstock Corp
Massachusetts
$290K -$5.68K -10 -2%
ICM
3175
Intrepid Capital Management
Florida
$289K +$25K +44 +8%
125 126
127
128 129