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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
GSIAS
2851
Garden State Investment Advisory Services
New Jersey
$235K -$91.8K -271 -28%
PSP
2852
Principal Street Partners
Tennessee
$235K -$72.2K -213 -23%
VA
2853
Veratis Advisors
North Carolina
$235K +$272K +803 New
CFS
2854
Coordinated Financial Services
Colorado
$235K +$241K +711 New
PBO
2855
Peoples Bank (Ohio)
Ohio
$235K +$15.3K +45 +7%
FCIM
2856
Fairview Capital Investment Management
California
$234K – – –
TBT
2857
Texas Bank & Trust
Texas
$234K -$6.78K -20 -3%
BWP
2858
Bernardo Wealth Planning
Pennsylvania
$233K -$29.1K -86 -11%
BWG
2859
Berry Wealth Group
Texas
$233K -$22.4K -66 -9%
WWG
2860
West Wealth Group
California
$233K -$29.5K -87 -11%
RF
2861
Rossby Financial
Florida
$233K +$46.1K +136 +24%
WF
2862
WealthPoint Financial
North Carolina
$233K +$239K +706 New
MSA
2863
Marino Stram & Associates
Massachusetts
$233K -$219K -647 -48%
AFG
2864
Allegheny Financial Group
Pennsylvania
$233K +$2.71K +8 +1%
AGC
2865
August Group Capital
$232K +$239K +704 New
BWM
2866
Birchcreek Wealth Management
Ohio
$232K – – –
RWP
2867
Ridgecrest Wealth Partners
California
$232K -$1.02K -3 -0.4%
KCP
2868
Kera Capital Partners
California
$232K -$103K -304 -27%
WCA
2869
Whetstone Capital Advisors
Kansas
$232K +$22.4K +66 +10%
SFP
2870
Shepherd Financial Partners
Massachusetts
$232K -$47.4K -140 -17%
JF
2871
JMN Financial
Ohio
$231K +$237K +700 New
HWA
2872
HMV Wealth Advisors
Louisiana
$231K – – –
BMC
2873
Beaton Management Company
Massachusetts
$231K -$69.1K -204 -23%
HCWM
2874
Hidden Cove Wealth Management
Washington
$231K -$5.08K -15 -2%
HBS
2875
Howard Bailey Securities
Indiana
$230K -$85.7K -253 -27%
113 114
115
116 117