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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
LSIA
2551
LaSalle St. Investment Advisors
Illinois
$400K +$409K +847 New
CFA
2552
CWS Financial Advisors
Michigan
$397K +$25.1K +52 +7%
PWS
2553
Peterson Wealth Services
Utah
$397K +$112K +232 +38%
SWM
2554
Salvus Wealth Management
New Jersey
$396K +$17.4K +36 +4%
LF
2555
Lantz Financial
Illinois
$396K +$29.4K +61 +8%
RWP
2556
Ridgecrest Wealth Partners
California
$395K +$57.9K +120 +17%
CIM
2557
Contravisory Investment Management
Massachusetts
$394K -$7.94M -16,463 -95%
WP
2558
Westmount Partners
California
$394K +$5.79K +12 +1%
SSWM
2559
Strait & Sound Wealth Management
California
$394K +$7.24K +15 +2%
LT
2560
Legacy Trust
Michigan
$392K +$72.4K +150 +22%
SWA
2561
SOA Wealth Advisors
New York
$392K +$3.38K +7 +0.9%
AWC
2562
Abundance Wealth Counselors
Pennsylvania
$392K -$7.24K -15 -2%
AWM
2563
Avaii Wealth Management
Wisconsin
$392K +$5.31K +11 +1%
GFPC
2564
Global Financial Private Client
Florida
$391K +$10.6K +22 +3%
RCM
2565
Requisite Capital Management
Texas
$391K -$49.2K -102 -11%
EA
2566
Ellsworth Advisors
Ohio
$391K -$3.38K -7 -0.8%
WSC
2567
Wellington Shields & Co
New York
$390K -$124K -256 -24%
KFC
2568
Klingenstein Fields & Co
New York
$390K – – –
DFG
2569
Delta Financial Group
New Jersey
$388K – – –
FFC
2570
First Financial Corp
Indiana
$387K -$2.9K -6 -0.7%
CCM
2571
Chickasaw Capital Management
Tennessee
$385K – – –
LHEI
2572
Leo H. Evart Inc
California
$385K +$965 +2 +0.2%
FFG
2573
Fortem Financial Group
California
$384K -$70K -145 -15%
MIA
2574
Milestone Investment Advisors
Wisconsin
$383K +$391K +811 New
EPP
2575
ETF Portfolio Partners
Kansas
$382K -$6.27K -13 -2%
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