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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
3176
TFC Financial Management
Massachusetts
$204K -$2.03K -4 -1%
LAM
3177
Lifestyle Asset Management
Texas
$204K -$18.3K -36 -8%
MWM
3178
Meritas Wealth Management
California
$204K -$3.05K -6 -1%
CTB
3179
Country Trust Bank
Illinois
$204K -$1.52K -3 -0.7%
XT
3180
XTX Topco
Cayman Islands
$203K -$1.5M -2,957 -88%
PFM
3181
Phillips Financial Management
Indiana
$203K +$208K +410 New
WTFG
3182
Wells Trecaso Financial Group
Ohio
$202K +$208K +409 New
PPG
3183
Peak Planning Group
Colorado
$202K +$207K +408 New
IWN
3184
Independent Wealth Network
Iowa
$202K -$23.9K -47 -10%
FWMM
3185
Foundation Wealth Management (Missouri)
Missouri
$202K -$4.07K -8 -2%
AW
3186
Apricus Wealth
South Carolina
$201K -$12.7K -25 -6%
SIA
3187
Sage Investment Advisers
New York
$201K – – –
CIS
3188
Connors Investor Services
Pennsylvania
$201K +$207K +407 New
BWA
3189
Beam Wealth Advisors
Louisiana
$201K -$40.2K -79 -16%
TCOO
3190
Trust Company of Oklahoma
Oklahoma
$201K -$82.4K -162 -29%
RC
3191
Rareview Capital
Nevada
$201K – – –
RIP
3192
RAM Investment Partners
Washington
$200K +$206K +405 New
VL
3193
Vima LLC
Michigan
$194K +$60K +118 +40%
KFP
3194
Keener Financial Planning
Texas
$192K +$19.3K +38 +11%
POIA
3195
Pin Oak Investment Advisors
Texas
$191K – – –
EMFAT
3196
Emerald Mutual Fund Advisers Trust
Pennsylvania
$189K -$59.5K -117 -23%
CPG
3197
Cornerstone Planning Group
New Jersey
$188K -$25.9K -51 -12%
NIC
3198
Northwest Investment Counselors
Oregon
$187K +$192K +378 New
OSNBOA
3199
Old Second National Bank of Aurora
Illinois
$187K – – –
PP
3200
Pingora Partners
Wyoming
$186K +$89K +175 +88%
126 127
128
129 130