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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PHIC
3251
Pine Haven Investment Counsel
Massachusetts
$222K +$215K +380 New
MPPLM
3252
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$222K -$25.5K -45 -11%
LIA
3253
LifePlan Investment Advisors
North Carolina
$222K +$214K +379 New
WTFG
3254
Wells Trecaso Financial Group
Ohio
$221K +$214K +378 New
BIM
3255
Barton Investment Management
Pennsylvania
$221K +$213K +377 New
HC
3256
Hara Capital
Washington
$220K +$213K +377 New
CFIA
3257
Cantor Fitzgerald Investment Advisors
New York
$220K +$213K +376 New
KFA
3258
Kapstone Financial Advisors
Ohio
$220K +$214K +378 New
FCMT
3259
Founders Capital Management (Texas)
Texas
$220K +$6.22K +11 +3%
RWM
3260
Revisor Wealth Management
Ohio
$220K +$213K +376 New
HFS
3261
Howard Financial Services
Texas
$219K +$212K +375 New
CM
3262
Cornerstone Management
Georgia
$219K +$212K +375 New
IMA
3263
Investment Management Associates
Colorado
$219K +$212K +375 New
KA
3264
Kearns & Associates
California
$219K +$212K +375 New
TFO
3265
Tarbox Family Office
California
$219K +$212K +375 New
EWM
3266
Edge Wealth Management
New York
$219K -$222K -393 -51%
NA
3267
Nottingham Advisors
New York
$218K -$11.3K -20 -5%
FCT
3268
First Community Trust
Iowa
$218K -$8.48K -15 -4%
GSC
3269
Ground Swell Capital
South Carolina
$218K +$211K +373 New
KFP
3270
Keener Financial Planning
Texas
$218K – – –
HAC
3271
Harbor Advisory Corp
New Hampshire
$218K +$210K +372 New
BWCS
3272
Beirne Wealth Consulting Services
Connecticut
$217K +$210K +371 New
CPW
3273
Crestmont Private Wealth
Texas
$217K +$210K +371 New
MCM
3274
Morton Capital Management
California
$215K +$208K +368 New
CWM
3275
Cabot Wealth Management
Massachusetts
$215K +$208K +367 New
129 130
131
132 133