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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1601
Arkadios Wealth Advisors
Georgia
$526K +$10.7K +39 +2%
DA
1602
Detalus Advisors
Missouri
$526K +$300K +1,090 +107%
NJBEST
1603
New Jersey Better Educational Savings Trust
New Jersey
$524K – – –
PIM
1604
Provident Investment Management
Michigan
$523K -$82.6K -300 -13%
CFA
1605
Cahill Financial Advisors
Minnesota
$521K +$148K +539 +35%
PFBT
1606
Parkside Financial Bank & Trust
Missouri
$517K +$111K +405 +24%
PWMG
1607
Prestige Wealth Management Group
New Jersey
$514K +$28.3K +103 +5%
SWK
1608
Stephen W. Kidder
$513K +$566K +2,056 New
BL
1609
BFSG LLC
California
$511K +$11K +40 +2%
VC
1610
Veracity Capital
Georgia
$510K -$16.5K -60 -3%
WP
1611
WealthPLAN Partners
Nebraska
$509K -$34.7K -126 -7%
OFS
1612
Oldfather Financial Services
Nebraska
$508K – – –
TFS
1613
TrustCore Financial Services
Tennessee
$507K -$25.6K -93 -4%
BCP
1614
Berkeley Capital Partners
Georgia
$507K -$13.8K -50 -2%
GLLW
1615
Graves Light Lenhart Wealth
Virginia
$506K -$11.3K -41 -2%
SFA
1616
Semmax Financial Advisors
North Carolina
$505K +$42.4K +154 +8%
GIA
1617
Gladstone Institutional Advisory
Florida
$504K +$109K +397 +24%
BOPW
1618
Brandywine Oak Private Wealth
Pennsylvania
$501K -$77.6K -282 -12%
PFA
1619
Pure Financial Advisors
California
$500K -$16K -58 -3%
GFA
1620
Gifford Fong Associates
California
$499K – – –
CP
1621
Camelot Portfolios
Ohio
$499K +$143K +521 +35%
AWM
1622
Aries Wealth Management
Maine
$499K +$153K +555 +37%
PCM
1623
Pointe Capital Management
Michigan
$498K -$18.2K -66 -3%
SRC
1624
Sage Rhino Capital
California
$491K -$27.5K -100 -5%
KFI
1625
Key Financial Inc
Pennsylvania
$490K – – –
63 64
65
66 67