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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
2726
JFS Wealth Advisors
Pennsylvania
$254K +$7.89K +15 +3%
IWN
2727
Independent Wealth Network
Iowa
$254K +$10.5K +20 +4%
AW
2728
Apricus Wealth
South Carolina
$253K – – –
CWM
2729
Concentric Wealth Management
California
$253K – – –
CPA
2730
Cowen Prime Advisors
New York
$253K – – –
NSEDCP
2731
NJ State Employees Deferred Compensation Plan
New Jersey
$253K – – –
WSWA
2732
Warren Street Wealth Advisors
California
$253K +$56.3K +107 +27%
SCA
2733
Sandy Cove Advisors
Massachusetts
$252K -$28.9K -55 -10%
BWA
2734
BlueSky Wealth Advisors
North Carolina
$252K +$34.7K +66 +15%
OKSA
2735
O'Keefe Stevens Advisory
New York
$252K +$52.1K +99 +25%
PPG
2736
Peak Planning Group
Colorado
$250K +$261K +496 New
SC
2737
Schoolcraft Capital
Colorado
$250K +$260K +495 New
GWM
2738
Gray Wealth Management
Maine
$250K – – –
KIG
2739
Kessler Investment Group
Indiana
$250K +$6.31K +12 +2%
FWM
2740
ForthRight Wealth Management
Georgia
$248K – – –
VFP
2741
Verus Financial Partners
Virginia
$248K +$13.1K +25 +6%
FA
2742
Financial Avengers
California
$248K +$45.7K +87 +22%
BWM
2743
Benchmark Wealth Management
Connecticut
$247K -$52.6K -100 -17%
PAM
2744
Private Asset Management
California
$247K -$52.6K -100 -17%
BWM
2745
BlackDiamond Wealth Management
New York
$247K +$4.21K +8 +2%
OCM
2746
Osterweis Capital Management
California
$247K +$13.7K +26 +6%
FPGK
2747
Financial Partners Group (Kansas)
Kansas
$247K +$36.8K +70 +17%
WFA
2748
Wellspring Financial Advisors
Ohio
$246K -$17.9K -34 -7%
JTWM
2749
Jackson Thornton Wealth Management
Alabama
$246K +$11K +21 +4%
ACP
2750
Aviance Capital Partners
Florida
$245K -$36.3K -69 -12%
108 109
110
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