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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
2876
Custom Portfolio Group
Colorado
$328K – – –
VCM
2877
Verde Capital Management
Michigan
$328K +$337K +662 New
TFCP
2878
Twin Focus Capital Partners
Massachusetts
$327K +$114K +225 +51%
DEM
2879
Disciplined Equity Management
Florida
$327K -$810K -1,594 -71%
JWM
2880
JGP Wealth Management
Oregon
$327K +$28.5K +56 +9%
IDA
2881
Intelligence Driven Advisers
California
$326K -$195K -383 -37%
AIM
2882
Aspen Investment Management
Michigan
$326K – – –
PWA
2883
Physician Wealth Advisors
Utah
$326K +$151K +297 +75%
VBWMG
2884
Von Berge Wealth Management Group
California
$325K +$24.9K +49 +8%
IPW
2885
Invictus Private Wealth
Colorado
$325K -$38.1K -75 -10%
JSAM
2886
J. Safra Asset Management
New York
$325K +$76.8K +151 +30%
SN
2887
Sittner & Nelson
Oregon
$324K – – –
VV
2888
Verity & Verity
South Carolina
$323K +$22.4K +44 +7%
WIA
2889
Wetzel Investment Advisors
Indiana
$323K +$9.15K +18 +3%
TWP
2890
Tempus Wealth Planning
California
$322K +$107K +211 +48%
HWM
2891
Howard Wealth Management
Connecticut
$322K +$3.05K +6 +0.9%
PCA
2892
Peddock Capital Advisors
Massachusetts
$321K – – –
EAM
2893
Evanson Asset Management
California
$321K – – –
LIA
2894
LBMC Investment Advisors
Tennessee
$320K – – –
IAA
2895
Ironsides Asset Advisors
North Carolina
$320K +$8.13K +16 +3%
MKC
2896
M. Kraus & Co
Vermont
$319K – – –
BWM
2897
BlackDiamond Wealth Management
New York
$317K -$69.1K -136 -18%
OCM
2898
Osterweis Capital Management
California
$317K -$68.1K -134 -17%
MA
2899
MBA Advisors
Pennsylvania
$317K – – –
WF
2900
Wayfinding Financial
Washington
$317K -$93.5K -184 -23%
114 115
116
117 118