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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1326
Cobblestone Capital Advisors
New York
$823K -$70.7K -294 -8%
LB
1327
Legacy Bridge
Iowa
$822K – – –
MRCM
1328
M&R Capital Management
New Jersey
$822K +$27.7K +115 +4%
AAS
1329
Annex Advisory Services
Wisconsin
$821K -$1.24M -5,143 -60%
ESB
1330
Essex Savings Bank
Connecticut
$816K +$505K +2,099 +135%
CWM
1331
Confluence Wealth Management
Oregon
$815K -$11.5K -48 -1%
SFSIG
1332
San Francisco Sentry Investment Group
California
$812K -$1.01M -4,179 -56%
RA
1333
RFG Advisory
Alabama
$811K +$601K +2,498 +301%
NL
1334
NWAM LLC
Washington
$806K -$5.77K -24 -0.7%
MWM
1335
Mission Wealth Management
California
$805K -$60.1K -250 -7%
BB
1336
Bell Bank
North Dakota
$805K +$2.17K +9 +0.3%
AL
1337
Aspiriant LLC
California
$802K -$27.9K -116 -3%
MC
1338
Miles Capital
Iowa
$800K +$63K +262 +9%
TWM
1339
Tolleson Wealth Management
Texas
$797K – – –
W
1340
WealthStone
Ohio
$795K +$784K +3,260 New
BJL
1341
Brighton Jones LLC
Washington
$795K -$591K -2,459 -43%
GAG
1342
GM Advisory Group
New York
$795K -$43.1K -179 -5%
SP
1343
SWS Partners
Ohio
$794K +$733K +3,048 New
GWCM
1344
Godshalk Welsh Capital Management
Pennsylvania
$793K -$48.1K -200 -6%
CBN
1345
Cadence Bank NA
Texas
$792K -$45.7K -190 -6%
WIM
1346
Westside Investment Management
California
$792K +$781K +3,247 New
HPC
1347
HM Payson & Co
Maine
$791K +$780K +3,241 New
VCM
1348
Virtue Capital Management
Tennessee
$790K +$550K +2,285 +240%
CWM
1349
Centric Wealth Management
Illinois
$789K +$54.1K +225 +7%
CFMC
1350
Curbstone Financial Management Corp
New Hampshire
$788K -$16.8K -70 -2%
52 53
54
55 56