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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1351
RKL Wealth Management
Pennsylvania
$746K -$12.1K -50 -1%
SVWAG
1352
Sound View Wealth Advisors Group
Georgia
$742K -$40.8K -169 -5%
KWM
1353
Kingsview Wealth Management
Oregon
$740K -$379K -1,572 -32%
CWM
1354
Centric Wealth Management
Illinois
$740K +$43.2K +179 +6%
SSG
1355
Summit Securities Group
New York
$739K +$217K +900 +36%
CG
1356
CFO4Life Group
Texas
$737K -$44.6K -185 -5%
CAMG
1357
CWA Asset Management Group
Florida
$732K -$34.7K -144 -4%
JMH
1358
J.M. Hartwell
New York
$724K +$237K +981 +42%
SFSIG
1359
San Francisco Sentry Investment Group
California
$723K -$483 -2 -0.1%
9WM
1360
9258 Wealth Management
Ohio
$719K +$95.6K +396 +14%
SP
1361
SWS Partners
Ohio
$718K -$66.4K -275 -9%
NERM
1362
New England Research & Management
Illinois
$717K -$127K -525 -14%
SMC
1363
Smith, Moore & Co
Missouri
$714K +$31.1K +129 +4%
THWM
1364
Taylor Hoffman Wealth Management
Virginia
$714K +$471K +1,953 +146%
BJL
1365
Brighton Jones LLC
Washington
$712K +$4.58K +19 +0.6%
TWM
1366
Tolleson Wealth Management
Texas
$710K – – –
CWM
1367
Confluence Wealth Management
Oregon
$709K -$19.1K -79 -2%
CCA
1368
Cobblestone Capital Advisors
New York
$706K -$29.7K -123 -4%
GWCM
1369
Godshalk Welsh Capital Management
Pennsylvania
$706K – – –
LB
1370
Legacy Bridge
Iowa
$703K -$32.1K -133 -4%
MC
1371
Miles Capital
Iowa
$703K -$10.1K -42 -1%
CFMC
1372
Curbstone Financial Management Corp
New Hampshire
$702K – – –
WCM
1373
Whitener Capital Management
North Carolina
$698K -$2.41K -10 -0.3%
IC
1374
Inscription Capital
Texas
$698K +$775K +3,213 New
NFG
1375
Next Financial Group
Texas
$695K -$374K -1,549 -33%
53 54
55
56 57