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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
IDA
3301
Intelligence Driven Advisers
California
$251K +$25K +44 +10%
LRIA
3302
Leonard Rickey Investment Advisors
Washington
$251K +$21K +37 +8%
PIAS
3303
PCA Investment Advisory Services
Ohio
$250K +$2.84K +5 +1%
CF
3304
Convergence Financial
Missouri
$250K -$33.5K -59 -11%
FA
3305
Fountainhead AM
New Jersey
$249K +$48.3K +85 +21%
HWM
3306
Howard Wealth Management
Connecticut
$249K -$59.1K -104 -17%
MF
3307
Manchester Financial
California
$248K – – –
CP
3308
Capital Planning
Washington
$248K +$44.9K +79 +19%
CPC
3309
CFC Planning Company
Indiana
$248K +$279K +491 New
NAMNJ
3310
NorthStar Asset Management (New Jersey)
New Jersey
$248K +$568 +1 +0.2%
PW
3311
Potentia Wealth
California
$248K +$278K +490 New
CGFA
3312
Colton Groome Financial Advisors
North Carolina
$246K +$49.4K +87 +22%
PFG
3313
Prospect Financial Group
Virginia
$246K +$276K +486 New
OLA
3314
Oliver Luxxe Assets
New Jersey
$246K – – –
FP
3315
Foundry Partners
Minnesota
$245K – – –
LPAM
3316
Lodestar Private Asset Management
California
$245K -$34.7K -61 -11%
WWA
3317
Wealth Watch Advisors
Colorado
$244K +$286K +503 New
KCIC
3318
Kuhn & Co Investment Counsel
Illinois
$244K – – –
LC
3319
LCNB Corp
Ohio
$244K +$11.9K +21 +5%
GA
3320
Greenspring Advisors
Maryland
$244K -$34.1K -60 -11%
QP
3321
Quartz Partners
New York
$244K +$28.4K +50 +12%
WWM
3322
Wiser Wealth Management
Georgia
$244K +$34.7K +61 +14%
HPA
3323
High Probability Advisors
New York
$243K -$14.2K -25 -5%
WSA
3324
Warm Springs Advisors
California
$243K +$273K +481 New
SBWIC
3325
Schaper Benz & Wise Investment Counsel
Wisconsin
$243K -$116K -204 -30%
131 132
133
134 135