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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
3226
Mendota Financial Group
Wisconsin
$171K – – –
DCBT
3227
Dakota Community Bank & Trust
North Dakota
$170K -$4.9K -10 -3%
BWAM
3228
Boyd Watterson Asset Management
Ohio
$169K – – –
AP
3229
Aspect Partners
Virginia
$162K – – –
SHIM
3230
Stone House Investment Management
Pennsylvania
$162K -$9.8K -20 -6%
AEPWM
3231
Atlantic Edge Private Wealth Management
Florida
$159K – – –
MWA
3232
MFA Wealth Advisors
Pennsylvania
$159K +$153K +312 New
MB
3233
Mizuho Bank
Japan
$158K +$152K +310 New
HWM
3234
HighMark Wealth Management
Minnesota
$155K -$13.7K -28 -8%
FFO
3235
Fortitude Family Office
Arizona
$155K +$41.7K +85 +39%
PP
3236
Paloma Partners
Connecticut
$153K +$148K +301 New
BIC
3237
Beach Investment Counsel
Pennsylvania
$153K -$9.19M -18,758 -98%
YAL
3238
Your Advocates Ltd
Texas
$152K – – –
RFA
3239
Register Financial Advisors
Georgia
$150K +$7.84K +16 +6%
MSWM
3240
Mowery & Schoenfeld Wealth Management
Illinois
$149K +$56.9K +116 +66%
PPA
3241
Painted Porch Advisors
California
$147K +$142K +289 New
BBPWM
3242
Blue Bell Private Wealth Management
Pennsylvania
$145K -$2.94K -6 -2%
NMM
3243
Naples Money Management
Florida
$143K +$1.96K +4 +1%
BCMLT
3244
Beacon Capital Management LLC (Tennessee)
Tennessee
$141K +$980 +2 +0.7%
TCM
3245
Tradewinds Capital Management
Washington
$141K +$1.96K +4 +1%
BCM
3246
Blume Capital Management
California
$140K – – –
AJ
3247
Ashburton (Jersey)
Jersey
$139K +$137K +280 New
EAM
3248
Empirical Asset Management
Massachusetts
$136K +$9.12M +18,612 New
AWM
3249
Abound Wealth Management
Tennessee
$135K -$18.6K -38 -13%
TCM
3250
TD Capital Management
Tennessee
$134K +$490 +1 +0.4%
128 129
130
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