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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1551
IMA Advisory Services
Colorado
$2.38M +$55.6K +105 +2%
CWM
1552
Circle Wealth Management
New Jersey
$2.37M -$92.2K -174 -4%
CWM
1553
Cordatus Wealth Management
Pennsylvania
$2.36M +$2.36M +4,453 New
LWM
1554
Ledge Wealth Management
Minnesota
$2.36M +$496K +937 +27%
OAM
1555
Oak Asset Management
California
$2.35M -$236K -445 -9%
LOIM
1556
Liberty One Investment Management
Illinois
$2.34M -$5.83K -11 -0.2%
SIM
1557
Sterling Investment Management
Arizona
$2.34M -$151K -285 -6%
KA
1558
Kozak & Associates
Colorado
$2.34M -$5.83K -11 -0.2%
TSWM
1559
Triangle Securities Wealth Management
North Carolina
$2.34M -$110K -207 -4%
CCM
1560
Compton Capital Management
Rhode Island
$2.33M -$209K -395 -8%
DAM
1561
Deltec Asset Management
New York
$2.33M -$530K -1,000 -19%
AWM
1562
Ameliora Wealth Management
Switzerland
$2.33M +$18K +34 +0.8%
CAAS
1563
Capital Asset Advisory Services
Michigan
$2.33M +$375K +708 +20%
CC
1564
Cypress Capital
Tennessee
$2.32M -$5.3K -10 -0.2%
PCS
1565
Personal CFO Solutions
New Jersey
$2.32M -$41.8K -79 -2%
ACM
1566
Ashford Capital Management
Delaware
$2.32M -$166K -313 -7%
FFG
1567
Frisch Financial Group
New York
$2.32M -$15.4K -29 -0.7%
MP
1568
McDonald Partners
Ohio
$2.31M -$19.6K -37 -0.8%
WKWM
1569
Walter & Keenan Wealth Management
Indiana
$2.31M – – –
GCMG
1570
Gyroscope Capital Management Group
Florida
$2.31M +$881K +1,663 +62%
WR
1571
WD Rutherford
Oregon
$2.31M – – –
WA
1572
WP Advisors
California
$2.31M -$11.7K -22 -0.5%
SIA
1573
Schear Investment Advisers
Ohio
$2.3M +$2.3M +4,342 New
SVCP
1574
Silicon Valley Capital Partners
California
$2.3M +$2.3M +4,340 New
BFA
1575
Beaumont Financial Advisors
Massachusetts
$2.3M -$98K -185 -4%
61 62
63
64 65