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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1201
Western Wealth Management
Colorado
$2.01M +$73.4K +239 +4%
CLOS
1202
Compagnie Lombard Odier SCmA
Switzerland
$2.01M +$512K +1,667 +35%
NCM
1203
Northside Capital Management
Oregon
$2.01M -$253K -823 -11%
RT
1204
Rockland Trust
Massachusetts
$2M +$10.8K +35 +0.5%
DCM
1205
Donaldson Capital Management
Indiana
$2M -$194K -633 -9%
CPR
1206
CSU Producer Resources
Ohio
$2M – – –
RDWM
1207
Red Door Wealth Management
Tennessee
$2M +$20.6K +67 +1%
LSAG
1208
Lake Street Advisors Group
New Hampshire
$1.98M +$92.5K +301 +5%
APWM
1209
Atlas Private Wealth Management
New York
$1.98M +$57.1K +186 +3%
PGWM
1210
Parisi Gray Wealth Management
New Jersey
$1.96M +$34.4K +112 +2%
SB
1211
Simmons Bank
Arkansas
$1.96M -$800K -2,605 -29%
LF
1212
Lee Financial
Texas
$1.95M -$4.61K -15 -0.2%
CAM
1213
Carret Asset Management
New York
$1.95M +$10.8K +35 +0.6%
BHWM
1214
Bar Harbor Wealth Management
New Hampshire
$1.95M -$81.1K -264 -4%
UFF
1215
USA Financial Formulas
Michigan
$1.95M +$1.92M +6,259 New
DAC
1216
Dividend Assets Capital
South Carolina
$1.95M +$457K +1,488 +31%
PFT
1217
Providence First Trust
Arizona
$1.95M +$1.92M +6,249 New
PG
1218
Patten Group
Tennessee
$1.94M -$3.69K -12 -0.2%
BAAM
1219
Baker Avenue Asset Management
California
$1.94M +$65.7K +214 +4%
APP
1220
Avantax Planning Partners
Iowa
$1.93M -$85.1K -277 -4%
BOH
1221
Bank of Hawaii
Hawaii
$1.93M +$1.9M +6,185 New
DR
1222
Davis Rea
Ontario, Canada
$1.92M +$170K +555 +10%
AWM
1223
Altavista Wealth Management
North Carolina
$1.91M -$241K -783 -11%
HCM
1224
HM Capital Management
Missouri
$1.9M +$29.5K +96 +2%
IRAG
1225
Investment Research & Advisory Group
Georgia
$1.89M -$60.5K -197 -3%
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