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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1251
Coe Capital Management
Illinois
$2.3M -$23.8K -71 -1%
BAAM
1252
Baker Avenue Asset Management
California
$2.3M +$107K +320 +5%
CWM
1253
Centric Wealth Management
Illinois
$2.3M +$1.05M +3,134 +92%
ANRIA
1254
American National Registered Investment Advisor
Texas
$2.29M – – –
ZB
1255
Zions Bancorporation
Utah
$2.29M -$133K -396 -6%
ACM
1256
Ashford Capital Management
Delaware
$2.28M +$17.4K +52 +0.8%
TIA
1257
Trust Investment Advisors
Indiana
$2.27M -$5.03K -15 -0.2%
PWP
1258
Principle Wealth Partners
Connecticut
$2.27M +$243K +725 +13%
CCM
1259
Condor Capital Management
New Jersey
$2.27M -$335 -1 -0%
CLOS
1260
Compagnie Lombard Odier SCmA
Switzerland
$2.26M – – –
LSAG
1261
Lake Street Advisors Group
New Hampshire
$2.26M +$25.5K +76 +1%
BTWM
1262
Baker Tilly Wealth Management
Wisconsin
$2.26M +$2.16M +6,434 New
KWM
1263
Keebeck Wealth Management
Illinois
$2.25M +$157K +468 +8%
CPR
1264
CSU Producer Resources
Ohio
$2.24M – – –
PGWM
1265
Parisi Gray Wealth Management
New Jersey
$2.24M +$26.8K +80 +1%
FDS
1266
Freedom Day Solutions
Texas
$2.23M +$729K +2,176 +52%
BPA
1267
Beacon Pointe Advisors
California
$2.23M +$606K +1,807 +40%
BHWM
1268
Bar Harbor Wealth Management
New Hampshire
$2.22M +$27.2K +81 +1%
SB
1269
Simmons Bank
Arkansas
$2.22M +$17.4K +52 +0.8%
DR
1270
Davis Rea
Ontario, Canada
$2.22M +$59.7K +178 +3%
LF
1271
Lee Financial
Texas
$2.2M +$4.36K +13 +0.2%
PG
1272
Patten Group
Tennessee
$2.2M +$12.7K +38 +0.6%
TAM
1273
Trust Asset Management
Texas
$2.2M +$489K +1,458 +30%
DL
1274
DOHJ LLC
Washington
$2.18M -$303K -904 -12%
MWM
1275
Midwest Wealth Management
Indiana
$2.18M +$2.08M +6,212 New
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