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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
1501
Independent Financial Group
California
$2.17M +$113K +249 +6%
GSWM
1502
Golden State Wealth Management
California
$2.17M +$778K +1,719 +66%
VLC
1503
Van Leeuwen & Company
New Jersey
$2.17M +$13.6K +30 +0.7%
GIM
1504
Groesbeck Investment Management
New Jersey
$2.16M – – –
WKWM
1505
Walter & Keenan Wealth Management
Indiana
$2.15M – – –
RWP
1506
Revolve Wealth Partners
New Jersey
$2.15M +$1.94M +4,288 New
RCIM
1507
Red Cedar Investment Management
Michigan
$2.14M +$390K +862 +25%
PIM
1508
Perpetual Investment Management
Australia
$2.14M – – –
QWM
1509
QP Wealth Management
New Jersey
$2.11M -$4.98K -11 -0.3%
UAML
1510
US Asset Management LLC
Pennsylvania
$2.1M -$1.81K -4 -0.1%
MCC
1511
Money Concepts Capital
Florida
$2.09M +$1.89M +4,168 New
HCCM
1512
Hudson Canyon Capital Management
New York
$2.09M -$93.2K -206 -5%
ACMA
1513
Arbor Capital Management (Alaska)
Alaska
$2.08M +$1.87M +4,135 New
CNFG
1514
Creegan & Nassoura Financial Group
New Hampshire
$2.08M – – –
MFG
1515
MidWestOne Financial Group
Iowa
$2.07M -$4.98K -11 -0.3%
SB
1516
Simmons Bank
Arkansas
$2.07M -$106K -234 -5%
ACS
1517
Archford Capital Strategies
Illinois
$2.06M +$144K +319 +8%
CGA
1518
Crescent Grove Advisors
Illinois
$2.06M +$1.29M +2,858 +230%
IF
1519
Intrua Financial
Texas
$2.06M -$65.2K -144 -3%
OC
1520
Oakworth Capital
Alabama
$2.06M +$184K +407 +11%
LFA
1521
Laraway Financial Advisors
Minnesota
$2.04M +$1.84M +4,070 New
RCC
1522
Red Cedar Capital
Nebraska
$2.04M – – –
GC
1523
Giverny Capital
Quebec, Canada
$2.04M +$110K +243 +6%
FCM
1524
Fourpath Capital Management
Oklahoma
$2.04M +$1.84M +4,062 New
IFS
1525
Ifrah Financial Services
Arkansas
$2.03M -$6.79K -15 -0.4%
59 60
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