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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
IPWA
3001
International Private Wealth Advisors
California
$365K +$50K +88 +14%
FUBT
3002
First United Bank & Trust
Maryland
$364K -$5.68K -10 -1%
PTC
3003
Philadelphia Trust Company
Pennsylvania
$364K -$131K -231 -24%
CNC
3004
Citizens & Northern Corp
Pennsylvania
$364K – – –
BTWM
3005
Brass Tax Wealth Management
Ohio
$362K +$23.9K +42 +6%
LWM
3006
Lionshead Wealth Management
New York
$361K +$406K +714 New
MEG
3007
Millstone Evans Group
Colorado
$360K +$405K +712 New
EWA
3008
Emergent Wealth Advisors
New York
$359K +$14.8K +26 +4%
BMC
3009
Benin Management Corp
Connecticut
$359K -$61.9K -109 -13%
BST
3010
Bath Savings Trust
Maine
$359K – – –
AFA
3011
American Financial Advisors
Georgia
$358K -$5.68K -10 -1%
ASG
3012
Ariston Services Group
California
$357K +$52.3K +92 +15%
NAS
3013
NWF Advisory Services
California
$356K -$210K -370 -34%
PCA
3014
Purkiss Capital Advisors
Connecticut
$356K +$399K +703 New
CCA
3015
Cadent Capital Advisors
Oklahoma
$355K -$125K -220 -24%
EAM
3016
Empirical Asset Management
Massachusetts
$355K +$199K +351 +100%
BPFA
3017
Barnes Pettey Financial Advisors
Mississippi
$354K – – –
GCM
3018
Gibraltar Capital Management
Oklahoma
$354K – – –
MC
3019
Machina Capital
France
$354K +$398K +700 New
PFU
3020
Parus Finance (UK)
United Kingdom
$354K – – –
KWM
3021
Kaydan Wealth Management
Michigan
$353K -$26.1K -46 -6%
WP
3022
Westmount Partners
California
$352K -$5.68K -10 -1%
HBW
3023
Hazlett, Burt & Watson
West Virginia
$352K -$1.71K -3 -0.4%
CCS
3024
Concentric Capital Strategies
Connecticut
$352K -$1.79M -3,148 -82%
SIA
3025
Sovereign Investment Advisors
Arizona
$352K +$395K +695 New
119 120
121
122 123