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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMA
2601
Capstone Wealth Management (Alabama)
Alabama
$351K +$313K +844 New
BFA
2602
Beacon Financial Advisory
Ohio
$350K +$33K +89 +12%
CIG
2603
Cairn Investment Group
Washington
$350K – – –
ASCM
2604
Adkins Seale Capital Management
Louisiana
$350K – – –
WB
2605
Webster Bank
Connecticut
$349K +$52.3K +141 +20%
OL
2606
Odyssean LLC
Connecticut
$348K – – –
IPW
2607
Invictus Private Wealth
Colorado
$348K +$1.85K +5 +0.6%
LC
2608
Lavaca Capital
Texas
$348K – – –
WPC
2609
Waters Parkerson & Co
Louisiana
$347K – – –
PCA
2610
PMV Capital Advisers
Texas
$347K – – –
PCM
2611
Palisade Capital Management
New Jersey
$346K -$19.3K -52 -6%
WFA
2612
WJ Financial Advisors
Connecticut
$345K -$741 -2 -0.2%
SSW
2613
Smith Shellnut Wilson
Mississippi
$345K +$308K +831 New
SCA
2614
Stillwater Capital Advisors
Pennsylvania
$345K -$37.4K -101 -11%
BFA
2615
Benedict Financial Advisors
Georgia
$343K +$1.48K +4 +0.5%
DRD
2616
Dennis R. Delaney
$343K -$799K -2,155 -72%
MBWA
2617
Marin Bay Wealth Advisors
California
$343K -$394K -1,063 -56%
CYG
2618
Clean Yield Group
Vermont
$342K -$29.7K -80 -9%
CWG
2619
Crown Wealth Group
North Carolina
$342K +$305K +822 New
BCM
2620
BluePath Capital Management
Georgia
$341K +$304K +821 New
MCM
2621
Maple Capital Management
Vermont
$341K +$11.1K +30 +4%
FC
2622
Financial Council
Maryland
$341K – – –
MGI
2623
Miller Global Investments
Texas
$340K – – –
FVWA
2624
Foster Victor Wealth Advisors
South Carolina
$340K -$49.7K -134 -14%
APW
2625
Allied Private Wealth
Florida
$340K +$296K +799 New
103 104
105
106 107