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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1626
Professional Financial Advisors
Nebraska
$599K +$582K +2,032 New
ZCA
1627
Zeke Capital Advisors
Pennsylvania
$598K -$44.1K -154 -7%
RWM
1628
Ritholtz Wealth Management
New York
$597K +$111K +386 +24%
CA
1629
Claro Advisors
Massachusetts
$596K +$89.4K +312 +18%
CAMG
1630
CWA Asset Management Group
Florida
$593K -$415K -1,447 -42%
CL
1631
CIM LLC
New York
$592K +$35.5K +124 +7%
PFA
1632
Pure Financial Advisors
California
$591K -$287 -1 -0%
TFS
1633
TrustCore Financial Services
Tennessee
$590K -$9.17K -32 -2%
SM
1634
SG3 Management
Puerto Rico
$590K +$573K +2,000 New
MFP
1635
Meridian Financial Partners
Virginia
$588K +$14.9K +52 +3%
SFP
1636
Shepherd Financial Partners
Massachusetts
$587K +$162K +565 +40%
EWM
1637
Empirical Wealth Management
Washington
$587K +$227K +791 +66%
PCM
1638
Pennsylvania Capital Management
Pennsylvania
$585K -$205K -716 -27%
PP
1639
Professional Planning
California
$585K +$569K +1,985 New
CFA
1640
Cahill Financial Advisors
Minnesota
$584K -$31.2K -109 -5%
RGIA
1641
Rainier Group Investment Advisory
Washington
$583K +$566K +1,976 New
GIA
1642
Gladstone Institutional Advisory
Florida
$582K -$13.5K -47 -2%
RFM
1643
Royal Fund Management
Florida
$579K +$215K +750 +62%
TCM
1644
Traynor Capital Management
Pennsylvania
$578K +$209K +730 +59%
PCM
1645
Pointe Capital Management
Michigan
$577K -$12K -42 -2%
FP
1646
Foundry Partners
Minnesota
$576K -$64.5K -225 -10%
TP
1647
Truvvo Partners
New York
$575K +$145K +507 +35%
TF
1648
Trek Financial
Arizona
$574K +$558K +1,946 New
PMA
1649
Prudent Man Advisors
Illinois
$572K +$556K +1,941 New
IWS
1650
Insight Wealth Strategies
California
$571K -$818K -2,856 -60%
64 65
66
67 68