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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
NJBEST
2551
New Jersey Better Educational Savings Trust
New Jersey
$560K – – –
CP
2552
Castleview Partners
Texas
$559K +$151K +284 +36%
T
2553
TCWP
Ohio
$558K -$2.36M -4,422 -81%
GCM
2554
Gables Capital Management
Florida
$558K -$2.67K -5 -0.5%
VAF
2555
Values Added Financial
District of Columbia
$558K +$86.4K +162 +18%
SAM
2556
SignalPoint Asset Management
Missouri
$557K -$3.73K -7 -0.7%
BWA
2557
BlueChip Wealth Advisors
Georgia
$557K +$564K +1,057 New
VWM
2558
Valley Wealth Managers
New Jersey
$556K +$3.73K +7 +0.7%
FCIM
2559
Fairview Capital Investment Management
California
$556K – – –
FM
2560
Family Management
New York
$555K +$6.93K +13 +1%
HCA
2561
Heck Capital Advisors
Wisconsin
$555K -$51.2K -96 -8%
PCM
2562
Perritt Capital Management
Illinois
$554K -$49.6K -93 -8%
NERM
2563
New England Research & Management
Illinois
$553K -$1.82M -3,410 -76%
BWM
2564
BCS Wealth Management
Tennessee
$553K -$4.27K -8 -0.8%
RRCM
2565
Rappaport Reiches Capital Management
Illinois
$553K -$45.3K -85 -7%
TIA
2566
Traphagen Investment Advisors
New Jersey
$553K +$103K +193 +23%
BCM
2567
BluePath Capital Management
Georgia
$553K +$61.3K +115 +13%
AIM
2568
Alhambra Investment Management
Florida
$552K – – –
ACP
2569
Arcus Capital Partners
Georgia
$551K -$286K -537 -34%
BFA
2570
Bill Few Associates
Pennsylvania
$551K +$214K +402 +62%
PPWM
2571
Paragon Private Wealth Management
Kentucky
$549K +$80K +150 +17%
SFP
2572
Sandbox Financial Partners
Maryland
$543K +$11.2K +21 +2%
HCM
2573
Hengehold Capital Management
Ohio
$543K – – –
HWM
2574
HFR Wealth Management
New York
$542K +$58.7K +110 +12%
OFG
2575
Oxford Financial Group
Indiana
$541K -$84.3K -158 -13%
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