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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
3176
TFC Financial Management
Massachusetts
$220K – – –
EWM
3177
Edge Wealth Management
New York
$220K – – –
FWMM
3178
Foundation Wealth Management (Missouri)
Missouri
$219K +$4.27K +8 +2%
CTB
3179
Country Trust Bank
Illinois
$219K +$203K +380 +1,056%
HDIM
3180
Hanson & Doremus Investment Management
Vermont
$219K +$11.2K +21 +5%
AWM
3181
Accel Wealth Management
Iowa
$219K +$221K +415 New
PWMG
3182
Pinnacle Wealth Management Group
Michigan
$218K – – –
OBGC
3183
O'Brien Greene & Co
Pennsylvania
$218K – – –
CSIA
3184
Charles Schwab Investment Advisory
California
$217K -$9.6K -18 -4%
OMIC
3185
Old Mission Investment Co
Michigan
$216K – – –
SIA
3186
Sage Investment Advisers
New York
$214K – – –
RC
3187
Rareview Capital
Nevada
$214K +$217K +406 New
CWA
3188
Centennial Wealth Advisory
Michigan
$213K -$50.7K -95 -19%
HA
3189
HFG Advisors
Ohio
$213K +$216K +405 New
VFG
3190
V2 Financial group
Illinois
$212K – – –
SHFP
3191
Second Half Financial Partners
Florida
$212K +$2.67K +5 +1%
SWM
3192
Shakespeare Wealth Management
Wisconsin
$211K -$2.67K -5 -1%
HG
3193
Harbor Group
New Hampshire
$211K +$1.07K +2 +0.5%
OKSA
3194
O'Keefe Stevens Advisory
New York
$211K – – –
PIFP
3195
Partners in Financial Planning
Virginia
$211K – – –
WA
3196
Wealthstar Advisors
Texas
$210K +$533 +1 +0.3%
PWMG
3197
Private Wealth Management Group
New Jersey
$210K +$212K +398 New
BFO
3198
Biltmore Family Office
North Carolina
$210K +$212K +398 New
APIM
3199
Agate Pass Investment Management
Washington
$209K +$212K +397 New
IWS
3200
Integrity Wealth Solutions
Colorado
$208K +$211K +395 New
126 127
128
129 130