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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
2526
Paragon Private Wealth Management
Kentucky
$625K +$55.4K +98 +10%
SWM
2527
Salvus Wealth Management
New Jersey
$625K +$33.9K +60 +6%
HVP
2528
Hudson Value Partners
Florida
$625K +$46.4K +82 +8%
SP
2529
Successful Portfolios
Florida
$624K -$5.09K -9 -0.8%
HOWA
2530
Heritage Oak Wealth Advisors
Florida
$624K -$244K -432 -29%
NWWA
2531
New Wave Wealth Advisors
Arkansas
$624K +$604K +1,067 New
BFC
2532
Bedel Financial Consulting
Indiana
$623K -$24.3K -43 -4%
VNA
2533
Valley National Advisers
Pennsylvania
$622K -$188K -333 -24%
FFWM
2534
Future Financial Wealth Management
Ohio
$620K – – –
BFA
2535
Benedict Financial Advisors
Georgia
$618K +$1.7K +3 +0.3%
HCA
2536
Horan Capital Advisors
Ohio
$617K – – –
HWA
2537
HHM Wealth Advisors
Tennessee
$617K +$36.2K +64 +6%
DWG
2538
Darden Wealth Group
Michigan
$616K -$566 -1 -0.1%
KB
2539
Kimelman & Baird
New York
$616K – – –
RWP
2540
Ridgecrest Wealth Partners
California
$615K +$97.8K +173 +20%
MPW
2541
Monterey Private Wealth
California
$615K +$1.7K +3 +0.3%
CPC
2542
Congress Park Capital
New York
$614K -$171K -303 -22%
TCM
2543
Traynor Capital Management
Pennsylvania
$613K -$76.4K -135 -11%
DCM
2544
Driehaus Capital Management
Illinois
$613K +$593K +1,049 New
AIM
2545
Avity Investment Management
Connecticut
$613K +$243K +430 +70%
BFS
2546
Burr Financial Services
California
$612K +$42.4K +75 +8%
CSC
2547
Caldwell Sutter Capital
California
$611K -$9.05K -16 -2%
AIM
2548
Alhambra Investment Management
Florida
$610K – – –
KOC
2549
Koss-Olinger Consulting
Florida
$610K +$590K +1,044 New
MWM
2550
MinichMacGregor Wealth Management
New York
$609K -$3.96K -7 -0.7%
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102
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