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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
3001
Philadelphia Trust Company
Pennsylvania
$364K -$131K -231 -24%
CNC
3002
Citizens & Northern Corp
Pennsylvania
$364K – – –
BTWM
3003
Brass Tax Wealth Management
Ohio
$362K +$23.9K +42 +6%
LWM
3004
Lionshead Wealth Management
New York
$361K +$406K +714 New
MEG
3005
Millstone Evans Group
Colorado
$360K +$405K +712 New
EWA
3006
Emergent Wealth Advisors
New York
$359K +$14.8K +26 +4%
BMC
3007
Benin Management Corp
Connecticut
$359K -$61.9K -109 -13%
BST
3008
Bath Savings Trust
Maine
$359K – – –
AFA
3009
American Financial Advisors
Georgia
$358K -$5.68K -10 -1%
ASG
3010
Ariston Services Group
California
$357K +$52.3K +92 +15%
NAS
3011
NWF Advisory Services
California
$356K -$210K -370 -34%
PCA
3012
Purkiss Capital Advisors
Connecticut
$356K +$399K +703 New
CCA
3013
Cadent Capital Advisors
Oklahoma
$355K -$125K -220 -24%
EAM
3014
Empirical Asset Management
Massachusetts
$355K +$1.79M +3,157 +17%
BPFA
3015
Barnes Pettey Financial Advisors
Mississippi
$354K – – –
GCM
3016
Gibraltar Capital Management
Oklahoma
$354K – – –
MC
3017
Machina Capital
France
$354K +$398K +700 New
PFU
3018
Parus Finance (UK)
United Kingdom
$354K – – –
KWM
3019
Kaydan Wealth Management
Michigan
$353K -$26.1K -46 -6%
WP
3020
Westmount Partners
California
$352K -$5.68K -10 -1%
HBW
3021
Hazlett, Burt & Watson
West Virginia
$352K -$1.71K -3 -0.4%
CCS
3022
Concentric Capital Strategies
Connecticut
$352K -$1.79M -3,148 -82%
SIA
3023
Sovereign Investment Advisors
Arizona
$352K +$395K +695 New
AWCI
3024
Alpine Woods Capital Investors
New York
$351K -$9.09K -16 -2%
PRP
3025
Peak Retirement Planning
Ohio
$351K +$394K +693 New
119 120
121
122 123