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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1351
Manchester Capital Management
Vermont
$2.25M +$49.7K +134 +3%
VA
1352
Valmark Advisers
Ohio
$2.25M -$118K -319 -6%
EWM
1353
Elmwood Wealth Management
California
$2.25M +$4.08K +11 +0.2%
HCM
1354
Hillman Capital Management
Maryland
$2.25M -$741K -2,000 -27%
CCWM
1355
Cassaday & Co Wealth Management
Virginia
$2.24M -$197K -532 -9%
RA
1356
RFG Advisory
Alabama
$2.24M -$131K -354 -6%
WP
1357
WealthShield Partners
North Carolina
$2.23M -$391K -1,055 -16%
PP
1358
PDS Planning
Ohio
$2.23M +$280K +756 +16%
SGI
1359
Summit Global Investments
Utah
$2.23M -$431K -1,164 -18%
CF
1360
Convergence Financial
Missouri
$2.22M +$194K +523 +11%
ATFA
1361
All Terrain Financial Advisors
Minnesota
$2.22M -$333K -898 -14%
CWIG
1362
Chung Wu Investment Group
Texas
$2.22M +$679K +1,833 +52%
GP
1363
Greenline Partners
New York
$2.21M -$371 -1 -0%
FSWA
1364
Financial Synergies Wealth Advisors
Texas
$2.2M +$21.5K +58 +1%
CIAS
1365
CFS Investment Advisory Services
New Jersey
$2.2M +$496K +1,337 +35%
MPAM
1366
Murphy Pohlad Asset Management
Minnesota
$2.19M – – –
KIM
1367
Kestra Investment Management
Texas
$2.19M +$736K +1,987 +60%
MWA
1368
Meridian Wealth Advisors
Texas
$2.19M +$66K +178 +3%
LAM
1369
LOM Asset Management
$2.17M +$27.8K +75 +1%
PSB
1370
Piscataqua Savings Bank
New Hampshire
$2.16M -$4.45K -12 -0.2%
DFC
1371
DB Fitzpatrick & Co
Idaho
$2.15M -$34.1K -92 -2%
SFG
1372
Shum Financial Group
California
$2.15M +$6.3K +17 +0.3%
RP
1373
Rowlandmiller & Partners
Georgia
$2.15M -$189K -509 -9%
APP
1374
Avantax Planning Partners
Iowa
$2.15M -$20.8K -56 -1%
PTC
1375
Private Trust Company
Ohio
$2.15M +$22.6K +61 +1%
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