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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
3026
Creative Capital Management Investments
California
$48.7K +$3.82K +10 +7%
SA
3027
Scarborough Advisors
Maryland
$48.1K +$58.9K +154 New
CFP
3028
Comprehensive Financial Planning
Pennsylvania
$47.3K +$46.2K +121 +390%
PPA
3029
Painted Porch Advisors
California
$47.1K +$9.94K +26 +21%
CMP
3030
Coston McIsaac & Partners
Maine
$47K -$6.5K -17 -10%
YAL
3031
Your Advocates Ltd
Texas
$46.8K – – –
CPA
3032
Compass Planning Associates
Massachusetts
$46.3K – – –
RBC
3033
Roble Belko & Company
Pennsylvania
$46K – – –
BA
3034
Bellwether Advisors
Nebraska
$45.5K +$21.8K +57 +64%
BDPWM
3035
Barnes Dennig Private Wealth Management
Ohio
$44.6K -$68.8K -180 -56%
KTC
3036
Kentucky Trust Company
Kentucky
$44.6K +$19.1K +50 +54%
OWP
3037
ORG Wealth Partners
Texas
$43.7K -$244K -638 -83%
NMG
3038
New Millennium Group
Utah
$42.9K -$1.15K -3 -2%
VWA
3039
VSM Wealth Advisory
Maryland
$42.5K +$9.55K +25 +23%
M
3040
MOTCO
Texas
$42.2K -$7.31M -19,130 -99%
TCM
3041
TruNorth Capital Management
Michigan
$41.8K -$70.3K -184 -58%
VIS
3042
Vega Investment Solutions
France
$41.2K -$150K -392 -75%
CI
3043
Clal Insurance
Israel
$41K +$26.8K +70 +113%
NSG
3044
Nalls Sherbakoff Group
Tennessee
$40.6K -$1.53K -4 -3%
WFG
3045
Wormser Freres Gestion
France
$39.9K – – –
SO
3046
Sierra Ocean
California
$39.7K -$11.1K -29 -19%
T
3047
Tidemark
California
$39.3K -$277K -725 -85%
JEST
3048
JTC Employer Solutions Trustee
Jersey
$39K – – –
WOC
3049
West Oak Capital
California
$39K – – –
RTC
3050
Riverview Trust Company
Washington
$39K -$287K -751 -86%
120 121
122
123 124