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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2551
Wellspring Financial Advisors
Ohio
$529K +$89K +175 +20%
LWMG
2552
Levy Wealth Management Group
Pennsylvania
$528K – – –
OA
2553
Operose Advisors
Wisconsin
$527K +$389K +765 +254%
SAM
2554
SignalPoint Asset Management
Missouri
$527K -$2.03K -4 -0.4%
KWM
2555
KFG Wealth Management
Indiana
$527K +$30K +59 +6%
GC
2556
GFG Capital
Florida
$526K -$45.2K -89 -8%
NJBEST
2557
New Jersey Better Educational Savings Trust
New Jersey
$526K – – –
UWPG
2558
Ullmann Wealth Partners Group
Florida
$523K -$51.3K -101 -9%
DWM
2559
Darwin Wealth Management
Florida
$523K -$44.2K -87 -8%
HCA
2560
Horan Capital Advisors
Ohio
$522K -$45.2K -89 -8%
NCFG
2561
New Century Financial Group
New Jersey
$522K -$118K -233 -18%
BWM
2562
Buska Wealth Management
Wisconsin
$521K +$535K +1,053 New
PCM
2563
Perritt Capital Management
Illinois
$521K – – –
RRCM
2564
Rappaport Reiches Capital Management
Illinois
$521K +$1.02K +2 +0.2%
TWP
2565
Tower Wealth Partners
Pennsylvania
$519K +$38.1K +75 +8%
AP
2566
Adero Partners
California
$519K -$113K -222 -17%
CSC
2567
Caldwell Sutter Capital
California
$518K -$509K -1,002 -49%
PPWM
2568
Paragon Private Wealth Management
Kentucky
$517K +$1.52K +3 +0.3%
CWP
2569
Core Wealth Partners
California
$516K +$20.3K +40 +4%
AIM
2570
Alhambra Investment Management
Florida
$516K -$2.54K -5 -0.5%
HCA
2571
Heck Capital Advisors
Wisconsin
$516K -$5.59K -11 -1%
VA
2572
Verdad Advisers
Massachusetts
$515K +$530K +1,042 New
CFG
2573
Carr Financial Group
Massachusetts
$515K -$61K -120 -10%
RIG
2574
Renaissance Investment Group
Massachusetts
$515K -$17.8K -35 -3%
UL
2575
Unionview LLC
Washington
$513K -$20.3K -40 -4%
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103
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