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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2751
Byrne Asset Management
New Jersey
$460K -$13K -23 -3%
WDA
2752
Wendell David Associates
New Hampshire
$460K – – –
GIM
2753
Grassi Investment Management
California
$459K -$56.6K -100 -11%
GSIS
2754
Global Strategic Investment Solutions
Arizona
$458K +$18.1K +32 +4%
KC
2755
Kinloch Capital
Virginia
$458K +$5.09K +9 +1%
RCG
2756
Regatta Capital Group
California
$457K -$28.3K -50 -6%
FM
2757
Family Management
New York
$455K -$16.4K -29 -4%
FDP
2758
Financiere des Professionnels
Quebec, Canada
$455K +$440K +778 New
OWP
2759
ORG Wealth Partners
Texas
$454K +$439K +776 New
PCMC
2760
Private Capital Management (Colorado)
Colorado
$454K -$116K -205 -21%
OWA
2761
Octavia Wealth Advisors
Ohio
$454K -$30.5K -54 -7%
BL
2762
Balentine LLC
Georgia
$453K – – –
CWA
2763
Continuum Wealth Advisors
New York
$451K – – –
GAM
2764
Garrison Asset Management
Arkansas
$451K – – –
IAMOG
2765
Investors Asset Management of Georgia
Georgia
$450K -$5.66K -10 -1%
AP
2766
Atwood & Palmer
Missouri
$447K – – –
LAS
2767
LWM Advisory Services
Florida
$447K +$432K +764 New
CA
2768
CapWealth Advisors
Tennessee
$446K +$130K +229 +43%
BMA
2769
Brooks Moore & Associates
Tennessee
$446K – – –
RLIM
2770
Red Lighthouse Investment Management
New York
$445K – – –
AWCI
2771
Alpine Woods Capital Investors
New York
$444K – – –
ML
2772
McAdam LLC
Pennsylvania
$444K +$87.1K +154 +25%
MSRI
2773
Michael S. Ryan Inc
New York
$444K -$26.6K -47 -6%
BWP
2774
Bernardo Wealth Planning
Pennsylvania
$443K +$2.26K +4 +0.5%
PMG
2775
ProVise Management Group
Florida
$442K -$31.7K -56 -7%
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