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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
LIS
3576
Legacy Investment Solutions
Idaho
$44.3K -$5.68K -10 -11%
LWMI
3577
Legacy Wealth Management (Idaho)
Idaho
$44.3K -$5.68K -10 -11%
RWM
3578
Ruedi Wealth Management
Illinois
$44.3K – – –
HHGA
3579
Halbert Hargrove Global Advisors
California
$43.5K -$285K -502 -85%
CWM
3580
Copia Wealth Management
Oregon
$42K +$47.2K +83 New
CIR
3581
Clear Investment Research
Georgia
$41.9K +$3.41K +6 +8%
KI
3582
Kapitalo Investimentos
Brazil
$41K +$46K +81 New
PFA
3583
Pillar Financial Advisors
Kentucky
$40.5K +$45.5K +80 New
TCG
3584
Transcendent Capital Group
Oklahoma
$40K – – –
EA
3585
Evolution Advisers
Virginia
$38K – – –
FDCP
3586
Foster Dykema Cabot & Partners
Massachusetts
$37.4K -$224K -395 -84%
CWM
3587
Cranbrook Wealth Management
Michigan
$36.9K – – –
CWM
3588
CarsonAllaria Wealth Management
Illinois
$36.5K +$568 +1 +1%
SR
3589
Syntax Research
Florida
$35.9K – – –
GWSA
3590
Global Wealth Strategies & Associates
Colorado
$35.4K +$9.66K +17 +32%
XC
3591
XY Capital
Hong Kong
$35.4K +$39.8K +70 New
TAM
3592
Tucker Asset Management
Colorado
$34.9K +$1.71K +3 +5%
CMA
3593
Cedar Mountain Advisors
Oregon
$34.5K -$5.11K -9 -12%
GJIA
3594
Glass Jacobson Investment Advisors
Maryland
$34.4K -$14.8K -26 -28%
SRCM
3595
Signature Resources Capital Management
California
$31.9K – – –
PC
3596
Promus Capital
Illinois
$31.9K +$35.8K +63 New
NCM
3597
Northwest Capital Management
Oregon
$31.4K – – –
HC
3598
Hurley Capital
New York
$31.3K +$31.3K +55 New
SCA
3599
Stuart Chaussee & Associates
California
$30.9K – – –
OLVIG
3600
Oliver Lagore Vanvalin Investment Group
Michigan
$30.4K -$7.96K -14 -19%
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144
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