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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMF
2751
Private Capital Management (Florida)
Florida
$299K +$53.3K +109 +21%
WCM
2752
Windward Capital Management
California
$299K -$2.44K -5 -0.8%
LL
2753
LPWM LLC
Minnesota
$298K – – –
WIM
2754
WealthPlan Investment Management
Nebraska
$297K -$143K -293 -32%
BHIA
2755
Birch Hill Investment Advisors
Massachusetts
$297K +$47.9K +98 +19%
RDFA
2756
Ritter Daniher Financial Advisory
Ohio
$296K – – –
PG
2757
Prostatis Group
Maryland
$296K +$13.2K +27 +5%
EWM
2758
Endowment Wealth Management
Wisconsin
$295K +$15.2K +31 +5%
CCA
2759
Cottonwood Capital Advisors
Utah
$295K -$12.2K -25 -4%
FA
2760
Fortis Advisors
Pennsylvania
$295K -$81.7K -167 -21%
BFA
2761
Benedict Financial Advisors
Georgia
$294K +$1.47K +3 +0.5%
SSWM
2762
Strait & Sound Wealth Management
California
$294K -$109K -222 -27%
MIM
2763
Merrion Investment Management
New Jersey
$294K +$36.7K +75 +14%
PCM
2764
Prelude Capital Management
New York
$292K +$3.42K +7 +1%
VCP
2765
Vista Capital Partners
Oregon
$292K -$13.7K -28 -4%
CFP
2766
Curran Financial Partners
South Carolina
$291K +$8.8K +18 +3%
CWA
2767
CJM Wealth Advisers
Virginia
$290K – – –
CWM
2768
C2C Wealth Management
Arizona
$290K -$15.2K -31 -5%
EWM
2769
EPG Wealth Management
Georgia
$289K -$19.1K -39 -6%
SFG
2770
Summit Financial Group
West Virginia
$289K – – –
FHC
2771
First Heartland Consultants
Missouri
$289K -$440K -899 -60%
DA
2772
Dash Acquisitions
California
$288K +$8.8K +18 +3%
CWM
2773
Cherrydale Wealth Management
New Jersey
$288K +$27.4K +56 +10%
CIG
2774
Cairn Investment Group
Washington
$287K – – –
FC
2775
FORA Capital
Florida
$287K -$13.1M -26,882 -98%
109 110
111
112 113