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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
1451
Walter & Keenan Wealth Management
Indiana
$532K +$548K +2,150 New
FAM
1452
Formidable Asset Management
Ohio
$532K +$4.44M +17,400 New
LC
1453
Lourd Capital
California
$530K -$196K -768 -26%
KCM
1454
Kanawha Capital Management
Virginia
$528K – – –
JA
1455
JOYN Advisors
Georgia
$525K -$113K -444 -17%
SWA
1456
Sutton Wealth Advisors
Florida
$524K +$3.06K +12 +0.6%
CW
1457
CreativeOne Wealth
Kansas
$522K +$48.7K +191 +10%
PFA
1458
Pure Financial Advisors
California
$519K +$60.4K +237 +13%
CAW
1459
Cornerstone Advisors (Washington)
Washington
$519K +$115K +452 +27%
NWS
1460
Newport Wealth Strategies
California
$517K +$537K +2,105 New
VIM
1461
Vista Investment Management
Pennsylvania
$516K +$91K +357 +21%
EFSCE
1462
Enterprise Financial Services Corp (EFSC)
Missouri
$516K +$105K +412 +25%
FC
1463
Ferris Capital
Massachusetts
$514K +$15.3K +60 +3%
LFA
1464
Legacy Financial Advisors
Kentucky
$514K +$89K +349 +20%
ACS
1465
Archford Capital Strategies
Illinois
$513K +$10.2K +40 +2%
PCM
1466
Pointe Capital Management
Michigan
$512K -$3.06K -12 -0.6%
SMFS
1467
Squar Milner Financial Services
California
$512K +$12K +47 +2%
FAM
1468
Flaharty Asset Management
Florida
$512K +$13.5K +53 +3%
BCP
1469
Berkeley Capital Partners
Georgia
$511K +$58.9K +231 +13%
CAC
1470
Certified Advisory Corp
Florida
$506K -$10.2K -40 -2%
CCM
1471
Cribstone Capital Management
Maine
$506K +$401K +1,574 +333%
ATFA
1472
All Terrain Financial Advisors
Minnesota
$504K -$14.3K -56 -3%
VBFP
1473
Valtinson Bruner Financial Planning
Minnesota
$502K – – –
FCA
1474
FinTrust Capital Advisors
South Carolina
$501K -$144K -566 -22%
PMFA
1475
Plante Moran Financial Advisors
Michigan
$501K +$113K +444 +28%
57 58
59
60 61