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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1701
Copperwynd Financial
Arizona
$1.02M +$73.3K +177 +7%
TAM
1702
Townsend Asset Management
North Carolina
$1.01M +$131K +317 +14%
CIA
1703
Choate Investment Advisors
Massachusetts
$1.01M -$13.3K -32 -1%
ESB
1704
Essex Savings Bank
Connecticut
$1.01M -$2.07K -5 -0.2%
ODCM
1705
Old Dominion Capital Management
Virginia
$1.01M -$29.4K -71 -3%
RIA
1706
Regal Investment Advisors
Michigan
$1M -$27.3K -66 -3%
VBFP
1707
Valtinson Bruner Financial Planning
Minnesota
$1M +$1.24K +3 +0.1%
AWM
1708
Aevitas Wealth Management
Massachusetts
$999K +$124K +300 +13%
PVH
1709
Psagot Value Holdings
Israel
$998K – – –
RHBC
1710
R.H. Bluestein & Co
Michigan
$997K -$320K -772 -23%
MAM
1711
McLean Asset Management
Virginia
$995K +$52.2K +126 +6%
LG
1712
LaFleur & Godfrey
Michigan
$994K – – –
SSWG
1713
Seven Springs Wealth Group
Tennessee
$994K – – –
GFS
1714
GYL Financial Synergies
Connecticut
$991K -$15.7K -38 -1%
IAS
1715
Investment Advisory Services
Texas
$990K +$56.3K +136 +6%
PFA
1716
Professional Financial Advisors
Nebraska
$989K +$24.4K +59 +2%
CPA
1717
Court Place Advisors
Maryland
$987K -$24.9K -60 -2%
MFG
1718
Monte Financial Group
Connecticut
$987K +$7.04K +17 +0.7%
PFGIA
1719
Patriot Financial Group Insurance Agency
Massachusetts
$983K +$111K +268 +12%
PMFA
1720
Plante Moran Financial Advisors
Michigan
$982K -$11.2K -27 -1%
KFP
1721
KB Financial Partners
New Jersey
$981K +$66.3K +160 +7%
SHGA
1722
Sand Hill Global Advisors
California
$977K -$166K -401 -14%
FSA
1723
Franklin Street Advisors
North Carolina
$975K -$47.6K -115 -4%
NHC
1724
Nicholas Hoffman & Company
Georgia
$975K +$77.9K +188 +8%
SWA
1725
Sutton Wealth Advisors
Florida
$969K +$2.48K +6 +0.2%
67 68
69
70 71