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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FWMM
3201
Foundation Wealth Management (Missouri)
Missouri
$239K – – –
TCMP
3202
Thrive Capital Management (Pennsylvania)
Pennsylvania
$238K -$6.22K -11 -3%
PFS
3203
Prospect Financial Services
New York
$237K +$230K +406 New
FWM
3204
Foguth Wealth Management
Michigan
$237K +$231K +408 New
RC
3205
Rareview Capital
Nevada
$237K – – –
REMPR
3206
Roof Eidam Maycock Peralta (REMP)
California
$237K -$42.4K -75 -16%
TFM
3207
Trademark Financial Management
Minnesota
$237K -$9.62K -17 -4%
OKSA
3208
O'Keefe Stevens Advisory
New York
$236K +$2.26K +4 +1%
DTC
3209
Davidson Trust Company
Washington
$236K – – –
GC
3210
GFG Capital
Florida
$236K -$255K -450 -42%
MFS
3211
Mirabella Financial Services
United Kingdom
$235K +$228K +403 New
HIF
3212
Hill Island Financial
Michigan
$234K +$227K +401 New
HCM
3213
Hutner Capital Management
Vermont
$234K -$6.79K -12 -3%
CGFA
3214
Colton Groome Financial Advisors
North Carolina
$234K – – –
ACA
3215
Ascension Capital Advisors
Texas
$234K +$226K +400 New
HG
3216
Harbor Group
New Hampshire
$233K – – –
SF
3217
Safeguard Financial
Wisconsin
$233K +$225K +398 New
AWA
3218
Acorn Wealth Advisors
Michigan
$232K +$566 +1 +0.3%
GRA
3219
Golden Road Advisors
Florida
$232K -$131K -231 -37%
LGW
3220
Leslie Global Wealth
Illinois
$232K +$225K +397 New
VWWMG
3221
Vermillion & White Wealth Management Group
Pennsylvania
$232K -$462K -816 -67%
JTWM
3222
Jackson Thornton Wealth Management
Alabama
$232K – – –
LWM
3223
Lakeridge Wealth Management
Ohio
$232K +$224K +396 New
NAM
3224
NTV Asset Management
West Virginia
$231K – – –
CWM
3225
Campbell Wealth Management
Virginia
$230K +$222K +393 New
127 128
129
130 131