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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1276
Robertson Stephens Wealth Management
California
$3.5M +$1.44M +3,181 +84%
VBCG
1277
Valley Brook Capital Group
Pennsylvania
$3.5M – – –
DR
1278
Davis Rea
Ontario, Canada
$3.48M +$57K +126 +2%
PG
1279
Patten Group
Tennessee
$3.48M +$201K +445 +7%
SXL
1280
Summit X LLC
Missouri
$3.46M +$143K +316 +5%
MLFP
1281
MPS Loria Financial Planners
Illinois
$3.45M +$8.6K +19 +0.3%
FTDI
1282
First Trust Direct Indexing
Massachusetts
$3.45M +$47.5K +105 +2%
PWP
1283
Principle Wealth Partners
Connecticut
$3.44M +$64.3K +142 +2%
WCM
1284
Wunderlich Capital Managemnt
Tennessee
$3.43M +$16.7K +37 +0.5%
PRS
1285
Pinkerton Retirement Specialists
Idaho
$3.43M +$81K +179 +3%
CC
1286
Cypress Capital
Tennessee
$3.43M -$221K -488 -7%
WSCM
1287
Wellington Shields Capital Management
New York
$3.43M +$93.7K +207 +3%
BWM
1288
Buckley Wealth Management
Nevada
$3.43M -$487K -1,075 -14%
BC
1289
BIT Capital
Germany
$3.42M +$3.09M +6,817 New
PTC
1290
Philadelphia Trust Company
Pennsylvania
$3.42M -$91.4K -202 -3%
RFM
1291
Royal Fund Management
Florida
$3.42M +$284K +628 +10%
SWP
1292
Strategic Wealth Partners
Ohio
$3.41M +$132K +291 +4%
MWM
1293
Midwest Wealth Management
Indiana
$3.4M +$76K +168 +3%
AA
1294
Altman Advisors
Illinois
$3.37M -$39.8K -88 -1%
CHC
1295
City Holding Co
West Virginia
$3.37M +$499K +1,103 +18%
OQS
1296
Occudo Quantitative Strategies
Florida
$3.37M +$3.03M +6,701 New
CCG
1297
Cypress Capital Group
Florida
$3.36M -$1.01M -2,242 -25%
LWMM
1298
Legacy Wealth Management (Mississippi)
Mississippi
$3.36M -$46.6K -103 -2%
GAM
1299
Griffin Asset Management
New York
$3.35M +$482K +1,065 +19%
BCM
1300
Birch Capital Management
Texas
$3.35M – – –
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