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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
2526
Compass Capital Corp
Massachusetts
$251K +$203K +683 New
NECFA
2527
New England Capital Financial Advisors
Connecticut
$251K +$596 +2 +0.2%
CCG
2528
Catalina Capital Group
California
$251K -$31.3K -105 -10%
PRP
2529
Peak Retirement Planning
Ohio
$250K +$5.66K +19 +2%
KCM
2530
KRS Capital Management
Michigan
$250K -$13.7K -46 -5%
SAM
2531
Satovsky Asset Management
New York
$249K +$1.49K +5 +0.5%
PPW
2532
Pasadena Private Wealth
California
$249K -$9.23K -31 -3%
SCM
2533
Silvant Capital Management
Georgia
$249K – – –
CFS
2534
Commonwealth Financial Services
West Virginia
$249K -$72.1K -242 -21%
SRC
2535
Sage Rhino Capital
California
$249K -$15.5K -52 -5%
LI
2536
Lafayette Investments
Maryland
$248K – – –
SSWM
2537
Strait & Sound Wealth Management
California
$248K +$273K +918 New
CPG
2538
Cornerstone Planning Group
New Jersey
$248K +$13.4K +45 +7%
BSTWA
2539
Blake Schutter Theil Wealth Advisors
Ohio
$248K +$20.3K +68 +8%
WTA
2540
Washington Trust Advisors
Massachusetts
$248K -$3.57K -12 -1%
BWP
2541
Balboa Wealth Partners
Arizona
$248K +$14.9K +50 +6%
AWA
2542
A4 Wealth Advisors
North Carolina
$248K -$94.4K -317 -26%
FTA
2543
Financial & Tax Architects
Missouri
$247K +$13.7K +46 +5%
PWM
2544
Pines Wealth Management
North Carolina
$247K +$30.4K +102 +13%
BW
2545
Blalock Williams
Alabama
$247K -$118K -396 -30%
CFM
2546
Cornerstone Financial Management
Massachusetts
$247K -$5.96K -20 -2%
RWI
2547
Red Wave Investments
Pennsylvania
$246K -$5.36K -18 -2%
FHC
2548
First Heartland Consultants
Missouri
$246K -$5.66K -19 -2%
CAM
2549
Clark Asset Management
New Hampshire
$246K +$12.2K +41 +5%
WKWM
2550
Walter & Keenan Wealth Management
Indiana
$245K -$63.1K -212 -19%
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