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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SMFS
1376
Squar Milner Financial Services
California
$454K +$9.61K +40 +2%
GI
1377
Gradient Investments
Minnesota
$454K +$28.6K +119 +7%
PEA
1378
Pacific Edge Advisors
California
$454K +$66.8K +278 +18%
SG
1379
StoneX Group
New York
$452K +$80K +333 +22%
FAM
1380
Flaharty Asset Management
Florida
$450K -$362K -1,509 -45%
WP
1381
WealthSource Partners
California
$448K +$81.9K +341 +23%
JFA
1382
JNBA Financial Advisors
Minnesota
$445K – – –
SIAS
1383
Shine Investment Advisory Services
Colorado
$443K – – –
EM
1384
Excalibur Management
Massachusetts
$435K +$96K +400 +29%
CFA
1385
Carroll Financial Associates
North Carolina
$432K +$52.8K +220 +14%
CBA
1386
Coastal Bridge Advisors
Connecticut
$431K +$24K +100 +6%
EWM
1387
Empirical Wealth Management
Washington
$431K +$86.9K +362 +26%
BCM
1388
Brasada Capital Management
Texas
$430K +$62.4K +260 +17%
TL
1389
TrueWealth LLC
Georgia
$428K -$81.6K -340 -16%
FFC
1390
First Financial Corp
Indiana
$427K -$55.9K -233 -12%
PFBT
1391
Parkside Financial Bank & Trust
Missouri
$426K +$31.2K +130 +8%
VIM
1392
Vista Investment Management
Pennsylvania
$424K +$30K +125 +8%
CFA
1393
Cahill Financial Advisors
Minnesota
$422K -$14.6K -61 -3%
SCC
1394
Spring Creek Capital
Kansas
$422K +$413K +1,722 New
EFSCE
1395
Enterprise Financial Services Corp (EFSC)
Missouri
$421K – – –
PV
1396
Private Vista
Illinois
$421K +$29.1K +121 +8%
DBRC
1397
D.B. Root & Company
Pennsylvania
$420K +$31.2K +130 +8%
NSAM
1398
North Star Asset Management
Wisconsin
$419K -$17.3K -72 -4%
CCM
1399
Compton Capital Management
Rhode Island
$419K +$2.4K +10 +0.6%
IBOK
1400
Independence Bank of Kentucky
Kentucky
$417K -$24K -100 -6%
54 55
56
57 58