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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
2551
Range Financial Group
Oregon
$327K -$80.9K -161 -20%
DI
2552
DFPG Investments
Utah
$326K -$33.6K -67 -10%
GWA
2553
GGM Wealth Advisors
Maryland
$326K -$502 -1 -0.2%
GIP
2554
Greatmark Investment Partners
Georgia
$326K +$21.6K +43 +7%
TFF
2555
The Family Firm
Maryland
$325K +$1K +2 +0.3%
CPC
2556
Congress Park Capital
New York
$325K +$12.6K +25 +4%
SN
2557
Sittner & Nelson
Oregon
$325K +$17.1K +34 +6%
DAM
2558
Diamant Asset Management
Connecticut
$324K -$25.1K -50 -7%
APA
2559
Astoria Portfolio Advisors
New York
$324K +$78.3K +156 +33%
MA
2560
MBA Advisors
Pennsylvania
$323K – – –
VAG
2561
VisionPoint Advisory Group
Texas
$323K +$304K +606 New
NWA
2562
New World Advisors
Massachusetts
$322K -$51.7K -103 -14%
FFA
2563
Founders Financial Alliance
North Carolina
$321K -$194K -386 -38%
CFO
2564
Custos Family Office
Texas
$321K -$37.2K -74 -11%
ITIM
2565
Indiana Trust & Investment Management
Indiana
$321K -$25.1K -50 -7%
AFC
2566
AFT Forsyth & Company
Florida
$321K – – –
HIM
2567
Hillsdale Investment Management
Ontario, Canada
$320K -$10.5K -21 -3%
TCM
2568
Triumph Capital Management
Colorado
$317K -$22.6K -45 -7%
WA
2569
WBH Advisory
Maryland
$316K -$502 -1 -0.2%
BWP
2570
Bernardo Wealth Planning
Pennsylvania
$316K – – –
EWM
2571
Endowment Wealth Management
Wisconsin
$316K +$9.54K +19 +3%
PCMK
2572
Paragon Capital Management (Kansas)
Kansas
$315K +$5.52K +11 +2%
RWB
2573
RMR Wealth Builders
New Jersey
$315K +$32.1K +64 +12%
VCP
2574
Verus Capital Partners
Arizona
$314K -$1.1M -2,184 -78%
AIP
2575
Ahrens Investment Partners
Louisiana
$314K -$96.4K -192 -24%
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103
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