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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
JA
1376
JOYN Advisors
Georgia
$640K +$198K +750 +41%
CWM
1377
Confluence Wealth Management
Oregon
$640K +$678K +2,568 New
GCP
1378
GSA Capital Partners
United Kingdom
$638K -$642K -2,429 -49%
CNBT
1379
Canandaigua National Bank & Trust
New York
$637K -$6.6K -25 -1%
FEM
1380
Fulcrum Equity Management
Texas
$637K +$675K +2,555 New
FP
1381
Foundry Partners
Minnesota
$636K -$33K -125 -5%
KWM
1382
Kingsview Wealth Management
Oregon
$635K +$47K +178 +8%
FRM
1383
Fox Run Management
Connecticut
$634K -$181K -686 -21%
VLC
1384
Van Leeuwen & Company
New Jersey
$632K +$26.7K +101 +4%
ACM
1385
Allred Capital Management
Texas
$628K +$667K +2,526 New
O
1386
Ossiam
France
$625K +$663K +2,509 New
CC
1387
Colrain Capital
Massachusetts
$623K – – –
9WM
1388
9258 Wealth Management
Ohio
$620K +$658K +2,490 New
HFA
1389
Huber Financial Advisors
Illinois
$618K – – –
UCI
1390
Uncommon Cents Investing
Wisconsin
$617K – – –
SIC
1391
Salem Investment Counselors
North Carolina
$615K -$2.38K -9 -0.4%
PFA
1392
Paradigm Financial Advisors
Missouri
$615K +$264 +1 +0%
SP
1393
SWS Partners
Ohio
$609K +$11.9K +45 +2%
FAN
1394
Financial Advisors Network
California
$609K +$646K +2,446 New
BO
1395
BRR OpCo
Ohio
$605K -$74K -280 -10%
PWPS
1396
Pinnacle Wealth Planning Services
Ohio
$603K +$15.6K +59 +2%
GFP
1397
Gryphon Financial Partners
Ohio
$602K -$9.77K -37 -2%
DIM
1398
DC Investments Management
Virginia
$601K +$42.8K +162 +7%
PWP
1399
Principle Wealth Partners
Connecticut
$599K +$635K +2,405 New
RE
1400
RBC Europe
United Kingdom
$597K – – –
54 55
56
57 58