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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3351
Collaborative Wealth Management
Florida
– -$220K -666 Closed
AIA
3352
Accelerate Investment Advisors
California
– -$218K -660 Closed
DEM
3353
Disciplined Equity Management
Florida
– -$218K -660 Closed
IDA
3354
Intelligence Driven Advisers
California
– -$218K -659 Closed
CHA
3355
Cooper/Haims Advisors
New York
– -$217K -658 Closed
EV
3356
EJMK Ventures
Illinois
– -$217K -658 Closed
PAG
3357
Powers Advisory Group
Illinois
– -$217K -658 Closed
PFM
3358
Patton Fund Management
Texas
– -$217K -656 Closed
MCM
3359
Morton Capital Management
California
– -$216K -654 Closed
SCI
3360
Silver Coast Investments
United States
– -$216K -654 Closed
LC
3361
Landaas & Company
Wisconsin
– -$216K -653 Closed
AA
3362
Aufman Associates
Pennsylvania
– -$215K -652 Closed
BMM
3363
Berkshire Money Management
Massachusetts
– -$215K -651 Closed
OCM
3364
Orleans Capital Management
Louisiana
– -$215K -651 Closed
TP
3365
Trailhead Planners
Minnesota
– -$215K -651 Closed
ADMI
3366
Albert D. Mason Inc
Massachusetts
– -$215K -650 Closed
CSA
3367
Cottage Street Advisors
Massachusetts
– -$215K -650 Closed
GCIA
3368
Gabelli & Co Investment Advisers
New York
– -$215K -650 Closed
HFS
3369
Hopwood Financial Services
Virginia
– -$214K -649 Closed
IWA
3370
IVC Wealth Advisors
Pennsylvania
– -$214K -648 Closed
NG
3371
Northstar Group
New York
– -$214K -648 Closed
NHT
3372
New Hampshire Trust
New Hampshire
– -$214K -647 Closed
W
3373
Wealthquest
Ohio
– -$214K -647 Closed
LWANC
3374
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$213K -646 Closed
EWA
3375
Etesian Wealth Advisors
Oregon
– -$213K -645 Closed
133 134
135
136 137