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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2951
WFA Asset Management
Wisconsin
$109K +$302 +1 +0.5%
AP
2952
Aspect Partners
Virginia
$109K +$2.72K +9 +3%
WWM
2953
Wolff Wiese Magana
California
$108K -$2.42K -8 -3%
DWS
2954
Dynamic Wealth Strategies
California
$104K +$14.8K +49 +19%
CIAS
2955
CBIZ Investment Advisory Services
Ohio
$104K +$27.8K +92 +44%
MSWM
2956
Mowery & Schoenfeld Wealth Management
Illinois
$102K -$21.2K -70 -19%
BCM
2957
Blume Capital Management
California
$100K -$840K -2,778 -91%
VWM
2958
Vermillion Wealth Management
Minnesota
$99.1K +$34.2K +113 +65%
BSB
2959
Bangor Savings Bank
Maine
$98.8K -$5.44K -18 -6%
T
2960
Tidemark
California
$98.1K +$47.8K +158 +125%
QL
2961
Quarry LP
New York
$97K +$3.63K +12 +4%
FWM
2962
FSA Wealth Management
Massachusetts
$95.3K – – –
AT
2963
Avalon Trust
New Mexico
$95.3K +$49.3K +163 +144%
TCM
2964
TD Capital Management
Tennessee
$94.2K -$5.14K -17 -6%
TCB
2965
Texas Capital Bancshares
Texas
$93.6K -$400K -1,323 -83%
RWM
2966
Raffa Wealth Management
District of Columbia
$93.6K +$5.14K +17 +7%
HIM
2967
Hillsdale Investment Management
Ontario, Canada
$92.2K -$3.98M -13,147 -98%
YP
2968
YANKCOM Partnership
South Dakota
$90.5K -$75K -248 -49%
SAM
2969
Sherman Asset Management
California
$89.8K – – –
RA
2970
Rational Advisors
New York
$89.1K -$20K -66 -20%
SWIM
2971
Smallwood Wealth Investment Management
New Jersey
$87.7K -$1.21K -4 -2%
POIA
2972
Pin Oak Investment Advisors
Texas
$87K -$27.2K -90 -26%
LAM
2973
Lummis Asset Management
Texas
$86K +$61.4K +203 +441%
HFS
2974
Hughes Financial Services
Virginia
$84.3K +$302 +1 +0.4%
AWM
2975
Abound Wealth Management
Tennessee
$84.2K +$8.77K +29 +13%
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