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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2501
Versant Capital Management
Arizona
$696K +$207K +365 +36%
RIM
2502
Redwood Investment Management
Arizona
$696K +$330K +581 +73%
MSWM
2503
McGlone Suttner Wealth Management
Wisconsin
$695K -$124K -219 -14%
WWM
2504
Whalen Wealth Management
Nevada
$694K – – –
JPWM
2505
Jamison Private Wealth Management
Georgia
$693K +$83K +146 +12%
SMH
2506
Sanders Morris Harris
Texas
$692K +$2.27K +4 +0.3%
PP
2507
PrairieView Partners
Minnesota
$691K -$21.6K -38 -3%
TSWM
2508
Tyler-Stone Wealth Management
Ohio
$691K +$48.9K +86 +7%
SFS
2509
Summit Financial Strategies
Ohio
$690K – – –
KCPG
2510
Kavar Capital Partners Group
Kansas
$690K – – –
CWM
2511
Cahaba Wealth Management
Georgia
$690K +$3.41K +6 +0.4%
IP
2512
Ignite Planners
California
$689K -$5.68K -10 -0.7%
FA
2513
Fermata Advisors
California
$688K +$429K +755 +125%
RG
2514
Renaissance Group
Kentucky
$688K – – –
TAM
2515
Townsend Asset Management
North Carolina
$687K -$8.52K -15 -1%
WCM
2516
Washington Capital Management
Washington
$685K -$8.52K -15 -1%
NCFG
2517
New Century Financial Group
New Jersey
$685K -$297K -522 -28%
PCP
2518
Panoramic Capital Partners
Oregon
$684K +$769K +1,353 New
BLC
2519
Brown, Lisle/Cummings
Rhode Island
$684K +$9.66K +17 +1%
DI
2520
Disciplined Investors
Texas
$684K +$718K +1,263 New
BA
2521
Birinyi Associates
Connecticut
$683K – – –
CFG
2522
Copley Financial Group
California
$682K +$2.27K +4 +0.3%
ACP
2523
Arcus Capital Partners
Georgia
$679K -$93.8K -165 -11%
KDA
2524
Kraft Davis & Associates
Missouri
$679K +$5.11K +9 +0.7%
BFG
2525
Bouchey Financial Group
New York
$679K -$75K -132 -9%
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