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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
1276
Coastal Bridge Advisors
Connecticut
$315K – – –
IIM
1277
Intact Investment Management
Quebec, Canada
$313K – – –
AL
1278
Aspiriant LLC
California
$312K -$113K -586 -27%
BFEC
1279
Benjamin F. Edwards & Company
Missouri
$309K +$1.16K +6 +0.4%
VAM
1280
Visionary Asset Management
Texas
$309K +$305K +1,577 New
AW
1281
Alpha Windward
Massachusetts
$308K -$4.64K -24 -2%
BFO
1282
Boston Family Office
Massachusetts
$308K +$4.83K +25 +2%
CG
1283
Cutler Group
California
$307K +$50.2K +260 +20%
FCAG
1284
First Capital Advisors Group
New Jersey
$304K +$299K +1,550 New
CA
1285
Continuum Advisory
Idaho
$302K +$13.1K +68 +5%
CC
1286
Courier Capital
New York
$301K – – –
AFS
1287
Access Financial Services
Minnesota
$297K – – –
FIMG
1288
Financial & Investment Management Group
Michigan
$297K – – –
NPC
1289
National Planning Corporation
California
$294K -$16.4K -85 -5%
SCG
1290
Sonata Capital Group
Washington
$294K – – –
GC
1291
Gilbert & Cook
Iowa
$292K -$327K -1,693 -53%
RWA
1292
River Wealth Advisors
Pennsylvania
$292K -$84.4K -437 -23%
AF
1293
Aldebaran Financial
$292K – – –
NWP
1294
Northstar Wealth Partners
Connecticut
$290K -$36.1K -187 -11%
WT
1295
Washington Trust
Rhode Island
$290K +$22.4K +116 +8%
ISL
1296
Ingalls & Snyder LLC
New York
$288K -$13.7K -71 -5%
CWM
1297
Circle Wealth Management
New Jersey
$288K +$13.5K +70 +5%
FWCM
1298
First Western Capital Management
California
$285K -$14.9K -77 -5%
1SB
1299
1ST Source Bank
Indiana
$285K – – –
EA
1300
Edge Advisors
Georgia
$282K +$20.5K +106 +8%
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