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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
DEM
2876
Disciplined Equity Management
Florida
$336K – – –
MAM
2877
Mystic Asset Management
Rhode Island
$336K +$55.4K +113 +21%
NI
2878
NDVR Inc
Massachusetts
$336K -$31.4K -64 -9%
YCG
2879
Yeomans Consulting Group
Georgia
$336K -$3.43K -7 -1%
AIM
2880
Aspen Investment Management
Michigan
$335K – – –
CWM
2881
Concentric Wealth Management
California
$335K +$8.33K +17 +3%
SIC
2882
SJS Investment Consulting
Ohio
$335K +$24K +49 +8%
C
2883
Covestor
United Kingdom
$334K +$11.8K +24 +4%
CI
2884
Carroll Investors
South Carolina
$333K – – –
CFO
2885
Custos Family Office
Texas
$333K +$8.33K +17 +3%
WAM
2886
Worth Asset Management
Texas
$332K -$28.9K -59 -8%
JWM
2887
Jackson Wealth Management
Florida
$331K -$7.44M -15,173 -96%
EAM
2888
Evanson Asset Management
California
$330K – – –
HGA
2889
Hobbs Group Advisors
South Carolina
$330K +$318K +648 New
TFCP
2890
Twin Focus Capital Partners
Massachusetts
$329K -$7.35K -15 -2%
LIA
2891
LBMC Investment Advisors
Tennessee
$329K – – –
IAA
2892
Ironsides Asset Advisors
North Carolina
$329K – – –
SFC
2893
Swisher Financial Concepts
Ohio
$329K -$10.8K -22 -3%
HHGA
2894
Halbert Hargrove Global Advisors
California
$329K +$6.86K +14 +2%
MWA
2895
Motive Wealth Advisors
Michigan
$328K -$9.8K -20 -3%
MKC
2896
M. Kraus & Co
Vermont
$328K – – –
KLI
2897
Kelman-Lazarov Inc
Tennessee
$327K -$59.8K -122 -16%
TFA
2898
Teamwork Financial Advisors
Texas
$327K -$299K -611 -49%
FFA
2899
Frazier Financial Advisors
Ohio
$327K +$10.8K +22 +4%
BIP
2900
Blueprint Investment Partners
North Carolina
$327K -$21.1K -43 -6%
114 115
116
117 118