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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
2726
Cherry Tree Wealth Management
Minnesota
$415K -$980 -2 -0.2%
PMG
2727
ProVise Management Group
Florida
$414K -$4.41K -9 -1%
CAM
2728
Columbia Asset Management
Michigan
$413K +$42.6K +87 +12%
BWM
2729
BlackDiamond Wealth Management
New York
$413K +$43.1K +88 +14%
BBP
2730
Banco BTG Pactual
Brazil
$412K +$350K +714 New
IIA
2731
Integral Investment Advisors
California
$412K -$56.4K -115 -12%
EPP
2732
ETF Portfolio Partners
Kansas
$412K – – –
FM
2733
Family Management
New York
$411K -$130K -266 -25%
DWM
2734
Dogwood Wealth Management
Kansas
$411K +$87.7K +179 +28%
TC
2735
Trilogy Capital
California
$411K +$164K +335 +71%
SPI
2736
Sutton Place Investors
New York
$410K -$677K -1,382 -63%
MSRI
2737
Michael S. Ryan Inc
New York
$410K -$13.2K -27 -3%
JE
2738
JMAC Enterprises
Pennsylvania
$410K -$26.5K -54 -6%
VCM
2739
Verde Capital Management
Michigan
$410K +$69.6K +142 +21%
SDAM
2740
Shulman DeMeo Asset Management
New York
$409K +$3.43K +7 +0.9%
LGG
2741
Luts & Greenleigh Group
Maryland
$408K +$393K +802 New
AWM
2742
Ariadne Wealth Management
California
$406K +$391K +798 New
ITIM
2743
Indiana Trust & Investment Management
Indiana
$405K +$44.6K +91 +13%
SWC
2744
Spectrum Wealth Counsel
Indiana
$404K -$20.6K -42 -5%
SFC
2745
SYM Financial Corp
Indiana
$404K +$143K +291 +58%
GFPC
2746
Global Financial Private Client
Florida
$403K – – –
BBA
2747
Braun-Bostich & Associates
Pennsylvania
$401K -$251K -512 -39%
PTC
2748
Philadelphia Trust Company
Pennsylvania
$401K -$13.7K -28 -3%
WDA
2749
Wendell David Associates
New Hampshire
$401K – – –
RA
2750
Rational Advisors
New York
$401K +$386K +787 New
108 109
110
111 112