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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
1451
Private Portfolio Partners
New Jersey
$610K +$298K +1,241 +98%
SSG
1452
Summit Securities Group
New York
$610K +$601K +2,500 New
SWM
1453
SVA Wealth Management
Wisconsin
$605K +$12.3K +51 +2%
UCI
1454
Uncommon Cents Investing
Wisconsin
$604K – – –
MWC
1455
MBM Wealth Consultants
Missouri
$603K +$12.7K +53 +2%
AIM
1456
Advantage Investment Management
Iowa
$603K +$18.3K +76 +3%
FAN
1457
Financial Advisors Network
California
$595K – – –
SEIA
1458
Signature Estate & Investment Advisors
California
$594K -$330K -1,372 -36%
MFG
1459
Monte Financial Group
Connecticut
$592K +$18.8K +78 +3%
JWM
1460
Jupiter Wealth Management
Colorado
$587K +$529K +2,200 New
CP
1461
Covenant Partners
Tennessee
$586K +$578K +2,403 New
CNBT
1462
Canandaigua National Bank & Trust
New York
$581K -$25.7K -107 -4%
PIM
1463
Provident Investment Management
Michigan
$581K +$572K +2,379 New
TFS
1464
TrustCore Financial Services
Tennessee
$580K +$369K +1,535 +183%
NHC
1465
Nicholas Hoffman & Company
Georgia
$579K -$243K -1,011 -30%
PIA
1466
Pinion Investment Advisors
Kansas
$577K -$138K -575 -20%
DBT
1467
Dubuque Bank & Trust
Iowa
$576K +$8.66K +36 +2%
BOPW
1468
Brandywine Oak Private Wealth
Pennsylvania
$576K +$28.9K +120 +5%
HI
1469
Hudock Inc
Pennsylvania
$574K +$564K +2,344 +21,309%
JMH
1470
J.M. Hartwell
New York
$573K -$2.75M -11,451 -83%
SFA
1471
Sequoia Financial Advisors
Ohio
$572K +$87.8K +365 +18%
RIA
1472
Regal Investment Advisors
Michigan
$570K +$109K +452 +24%
FP
1473
Foundry Partners
Minnesota
$568K – – –
GFS
1474
GYL Financial Synergies
Connecticut
$565K +$98.1K +408 +21%
KCM
1475
Kanawha Capital Management
Virginia
$563K +$40.9K +170 +8%
57 58
59
60 61