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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2876
Cherrydale Wealth Management
New Jersey
$350K +$52.3K +98 +17%
RIM
2877
RW Investment Management
Idaho
$350K -$22.9K -43 -6%
CPG
2878
Custom Portfolio Group
Colorado
$350K +$354K +664 New
SSWM
2879
Strait & Sound Wealth Management
California
$348K +$8.53K +16 +2%
VAMG
2880
Voisard Asset Management Group
Michigan
$348K +$353K +661 New
MFG
2881
Mendota Financial Group
Wisconsin
$347K +$188K +353 +115%
RWM
2882
Reston Wealth Management
Virginia
$347K +$14.4K +27 +4%
CFO
2883
Custos Family Office
Texas
$347K +$1.6K +3 +0.5%
T
2884
Tidemark
California
$347K +$351K +659 New
AIM
2885
Aspen Investment Management
Michigan
$346K – – –
SA
2886
Skyline Advisors
Washington
$346K +$350K +657 New
SN
2887
Sittner & Nelson
Oregon
$345K -$17.1K -32 -5%
CWG
2888
Crown Wealth Group
North Carolina
$343K +$72K +135 +26%
CA
2889
Calton & Associates
Florida
$343K -$1.28M -2,409 -79%
SRL
2890
Scientech Research LLC
New Jersey
$342K +$347K +650 New
EIA
2891
Edgemoor Investment Advisors
Maryland
$342K +$8K +15 +2%
PCA
2892
Peddock Capital Advisors
Massachusetts
$342K -$6.4K -12 -2%
DA
2893
Drake & Associates
Wisconsin
$342K +$346K +649 New
TA
2894
Tactive Advisors
Florida
$341K +$346K +648 New
EAM
2895
Evanson Asset Management
California
$341K – – –
DAM
2896
Diamant Asset Management
Connecticut
$341K – – –
LIA
2897
LBMC Investment Advisors
Tennessee
$341K – – –
WB
2898
West Bancorporation
Iowa
$340K +$44.8K +84 +15%
MKC
2899
M. Kraus & Co
Vermont
$340K -$5.33K -10 -2%
CFGA
2900
Cambridge Financial Group (Arizona)
Arizona
$340K +$344K +645 New
114 115
116
117 118