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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2801
Arbor Investment Advisors
North Carolina
$376K – – –
WFAG
2802
Worth Financial Advisory Group
North Carolina
$375K -$296K -604 -45%
JDR
2803
Jay D. Rosenbaum
$375K – – –
BPFA
2804
Barnes Pettey Financial Advisors
Mississippi
$374K – – –
CWA
2805
Centennial Wealth Advisory
Michigan
$374K +$107K +218 +42%
DFCM
2806
Dark Forest Capital Management
Puerto Rico
$374K +$156K +319 +77%
BHIA
2807
Birch Hill Investment Advisors
Massachusetts
$373K -$17.6K -36 -5%
LTI
2808
Laffer Tengler Investments
Tennessee
$373K +$12.3K +25 +4%
EWA
2809
Emergent Wealth Advisors
New York
$372K -$43.6K -89 -11%
VAMG
2810
Voisard Asset Management Group
Michigan
$372K +$83.3K +170 +30%
OBGC
2811
O'Brien Greene & Co
Pennsylvania
$372K +$155K +316 +76%
BFWA
2812
Benchmark Financial Wealth Advisors
Florida
$372K -$22.1K -45 -6%
CWA
2813
Consilio Wealth Advisors
Washington
$371K +$85.8K +175 +31%
BWA
2814
BlueSky Wealth Advisors
North Carolina
$371K +$357K +728 New
AFA
2815
American Financial Advisors
Georgia
$370K +$12.7K +26 +4%
DA
2816
Dash Acquisitions
California
$370K -$2.45K -5 -0.8%
BCM
2817
Brown Capital Management
Maryland
$368K -$12.7K -26 -3%
NFP
2818
Narus Financial Partners
Utah
$368K -$2.45K -5 -0.7%
SFM
2819
Signet Financial Management
New Jersey
$367K -$1.96K -4 -0.6%
NWA
2820
New World Advisors
Massachusetts
$366K – – –
CNC
2821
Citizens & Northern Corp
Pennsylvania
$366K +$48K +98 +16%
MSA
2822
Marino Stram & Associates
Massachusetts
$366K +$1.47K +3 +0.4%
IAG
2823
Investmark Advisory Group
Connecticut
$365K -$30.9K -63 -8%
IC
2824
Iconiq Capital
California
$365K +$351K +716 New
LSA
2825
Lansing Street Advisors
Pennsylvania
$364K +$23.5K +48 +7%
111 112
113
114 115