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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
2551
Walkner Condon Financial Advisors
Wisconsin
$342K -$6.44K -19 -2%
KOC
2552
Koss-Olinger Consulting
Florida
$341K +$17.6K +52 +5%
CSC
2553
Caldwell Sutter Capital
California
$340K +$17.3K +51 +5%
CCG
2554
Catalina Capital Group
California
$340K -$35.9K -106 -9%
SF
2555
SWP Financial
California
$339K – – –
WFL
2556
Wealth Forward LLC
North Dakota
$338K +$4.41K +13 +1%
OFG
2557
Oxford Financial Group
Indiana
$338K -$50.5K -149 -13%
PCM
2558
Polymer Capital Management
New York
$338K -$133K -392 -28%
FCM
2559
Fogel Capital Management
Florida
$337K -$2.71K -8 -0.8%
AWF
2560
Alpha Wealth Funds
Utah
$337K – – –
FCM
2561
Fire Capital Management
California
$336K +$345K +1,019 New
UCB
2562
United Community Bank
South Carolina
$336K -$367K -1,082 -52%
AMG
2563
Advisors Management Group
Wisconsin
$336K – – –
PFA
2564
Perryman Financial Advisory
Texas
$336K +$345K +1,018 New
EWM
2565
Evermay Wealth Management
Virginia
$335K -$400K -1,181 -54%
WIM
2566
Warwick Investment Management
Texas
$335K +$45.4K +134 +15%
HWM
2567
Hohimer Wealth Management
Washington
$334K -$133K -393 -28%
HFS
2568
Heritage Financial Services
Massachusetts
$333K +$17.3K +51 +5%
FFG
2569
Fortress Financial Group
Minnesota
$333K +$2.37K +7 +0.7%
CIA
2570
Compass Ion Advisors
Pennsylvania
$332K -$45.8K -135 -12%
EBA
2571
Eagle Bay Advisors
New York
$332K +$53.2K +157 +18%
MAM
2572
Marotta Asset Management
Virginia
$332K – – –
PAM
2573
PCG Asset Management
New Jersey
$331K -$7.46K -22 -2%
SHWA
2574
Safe Harbor Wealth Advisors
Ohio
$330K +$394K +1,162 New
FOA
2575
Five Oceans Advisors
California
$330K -$1.02K -3 -0.3%
101 102
103
104 105