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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
2901
SJS Investment Consulting
Ohio
$220K +$40.3K +119 +22%
CWM
2902
Collaborative Wealth Management
Florida
$220K +$226K +666 New
BC
2903
Brio Consultants
California
$219K +$12.9K +38 +6%
DEM
2904
Disciplined Equity Management
Florida
$218K – – –
AIA
2905
Accelerate Investment Advisors
California
$218K -$12.5K -37 -5%
IDA
2906
Intelligence Driven Advisers
California
$218K -$15.9K -47 -7%
EV
2907
EJMK Ventures
Illinois
$217K +$223K +658 New
PAG
2908
Powers Advisory Group
Illinois
$217K +$223K +658 New
CHA
2909
Cooper/Haims Advisors
New York
$217K -$49.5K -146 -18%
HFM
2910
Harvest Fund Management
China
$217K -$820K -2,421 -79%
AWM
2911
Ariadne Wealth Management
California
$217K +$14.9K +44 +6%
PFM
2912
Patton Fund Management
Texas
$217K +$222K +656 New
SCI
2913
Silver Coast Investments
United States
$216K – – –
CFC
2914
Coyle Financial Counsel
Illinois
$216K +$222K +654 New
MCM
2915
Morton Capital Management
California
$216K -$8.47K -25 -4%
LC
2916
Landaas & Company
Wisconsin
$216K – – –
AA
2917
Aufman Associates
Pennsylvania
$215K – – –
TP
2918
Trailhead Planners
Minnesota
$215K +$221K +651 New
BMM
2919
Berkshire Money Management
Massachusetts
$215K +$221K +651 New
OCM
2920
Orleans Capital Management
Louisiana
$215K +$221K +651 New
GCIA
2921
Gabelli & Co Investment Advisers
New York
$215K -$84.7K -250 -28%
ADMI
2922
Albert D. Mason Inc
Massachusetts
$215K -$63.4K -187 -22%
CSA
2923
Cottage Street Advisors
Massachusetts
$215K – – –
HFS
2924
Hopwood Financial Services
Virginia
$214K – – –
IWA
2925
IVC Wealth Advisors
Pennsylvania
$214K +$1.69K +5 +0.8%
115 116
117
118 119