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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
3401
Fermata Advisors
California
– -$777K -1,483 Closed
KC
3402
Knuff & Co
California
– -$755K -1,441 Closed
KCM
3403
KRS Capital Management
Michigan
– -$752K -1,437 Closed
FH
3404
FWG Holdings
Florida
– -$579K -1,414 Closed
AIP
3405
Arrowpoint Investment Partners
Singapore
– -$733K -1,400 Closed
PFU
3406
Parus Finance (UK)
United Kingdom
– -$721K -1,377 Closed
SMH
3407
Sanders Morris Harris
Texas
– -$715K -1,367 Closed
LGA
3408
Lebenthal Global Advisors
New York
– -$700K -1,336 Closed
MCM
3409
Monument Capital Management
Virginia
– -$678K -1,294 Closed
FC
3410
Farringdon Capital
United Kingdom
– -$677K -1,293 Closed
CCC
3411
Compass Capital Corp
Massachusetts
– -$597K -1,285 Closed
WG
3412
Wealth Group
North Carolina
– -$671K -1,282 Closed
TA
3413
TFB Advisors
Kansas
– -$666K -1,272 Closed
IP
3414
Ignite Planners
California
– -$505K -1,261 Closed
BFS
3415
Bard Financial Services
Connecticut
– -$652K -1,245 Closed
WFMPM
3416
Woodley Farra Manion Portfolio Management
Indiana
– -$629K -1,201 Closed
SI
3417
Severin Investments
Missouri
– -$626K -1,195 Closed
TGAM
3418
TBH Global Asset Management
Tennessee
– -$615K -1,174 Closed
WKSWA
3419
White Knight Strategic Wealth Advisors
New Jersey
– -$612K -1,168 Closed
CFMC
3420
Curbstone Financial Management Corp
New Hampshire
– -$610K -1,164 Closed
LWM
3421
Lyell Wealth Management
California
– -$608K -1,161 Closed
BWS
3422
Broadway Wealth Solutions
Texas
– -$603K -1,151 Closed
GSWA
3423
Good Steward Wealth Advisors
Tennessee
– -$598K -1,141 Closed
OFW
3424
Omnia Family Wealth
Florida
– -$589K -1,125 Closed
OWCM
3425
One Wealth Capital Management
Arizona
– -$574K -1,096 Closed
135 136
137
138 139