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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1501
Elmwood Wealth Management
California
$2.96M -$161K -329 -5%
GC
1502
Globeflex Capital
California
$2.95M -$3.07M -6,260 -52%
CCP
1503
Cunning Capital Partners
North Carolina
$2.94M – – –
SFP
1504
Shepherd Financial Partners
Massachusetts
$2.94M -$35.8K -73 -1%
APP
1505
Avantax Planning Partners
Iowa
$2.94M -$478K -975 -14%
NERM
1506
New England Research & Management
Illinois
$2.93M -$83.3K -170 -3%
GDP
1507
Great Diamond Partners
Maine
$2.93M -$108K -220 -4%
IC
1508
Inscription Capital
Texas
$2.92M -$173K -352 -6%
CWI
1509
Conscious Wealth Investments
Florida
$2.92M +$21.1K +43 +0.8%
AHC
1510
Anderson Hoagland & Co
Missouri
$2.92M -$37.7K -77 -1%
RCAG
1511
Rehmann Capital Advisory Group
Michigan
$2.91M -$102K -209 -4%
OIS
1512
Okabena Investment Services
Minnesota
$2.91M +$322K +656 +13%
PFMU
1513
Privium Fund Management (UK)
United Kingdom
$2.9M – – –
BFA
1514
Brown Financial Advisors
Ohio
$2.9M +$2.79M +5,691 New
ST
1515
Sentinel Trust
Texas
$2.9M – – –
WA
1516
Wealth Architects
California
$2.9M +$22.1K +45 +0.8%
TCOT
1517
Trust Company of Toledo
Ohio
$2.89M +$245K +499 +10%
SF
1518
Symphony Financial
Texas
$2.88M +$755K +1,540 +35%
DWM
1519
Dorchester Wealth Management
Quebec, Canada
$2.88M -$1.04M -2,130 -27%
AIA
1520
AIMZ Investment Advisors
California
$2.87M -$6.86K -14 -0.2%
CA
1521
CoreCap Advisors
Michigan
$2.87M +$315K +642 +13%
SFG
1522
Snider Financial Group
Washington
$2.87M +$99.5K +203 +4%
BCM
1523
Brasada Capital Management
Texas
$2.86M +$262K +535 +10%
SFS
1524
Strategic Financial Services
New York
$2.86M -$156K -318 -5%
EWM
1525
Empirical Wealth Management
Washington
$2.85M +$106K +217 +4%
59 60
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62 63