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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1701
Crestwood Advisors Group
Massachusetts
$2.27M +$470K +831 +27%
GA
1702
Geller Advisors
New York
$2.26M -$600K -1,061 -22%
MAG
1703
MRA Advisory Group
New Jersey
$2.26M -$228K -403 -9%
BWM
1704
Brophy Wealth Management
New Hampshire
$2.25M +$2.18M +3,855 New
MFG
1705
Menard Financial Group
Texas
$2.25M +$5.09K +9 +0.2%
TNBTD
1706
Trustmark National Bank Trust Department
Mississippi
$2.25M +$1.03M +1,816 +90%
CCS
1707
Concentric Capital Strategies
Connecticut
$2.25M +$623K +1,101 +40%
SB
1708
Strategic Blueprint
Georgia
$2.25M -$89.4K -158 -4%
AIMA
1709
Ables Iannone Moore & Associates
Georgia
$2.23M +$2.83K +5 +0.1%
AIM
1710
AHL Investment Management
Florida
$2.23M -$99K -175 -4%
KFI
1711
Key Financial Inc
Pennsylvania
$2.23M +$6.22K +11 +0.3%
QWP
1712
Quotient Wealth Partners
Texas
$2.23M +$155K +274 +8%
FFO
1713
Fiduciary Family Office
Florida
$2.23M +$448K +792 +26%
CIAS
1714
Capital Investment Advisory Services
North Carolina
$2.22M +$30K +53 +1%
DFA
1715
Delta Financial Advisors
Louisiana
$2.21M +$88.8K +157 +4%
SSA
1716
Sierra Summit Advisors
Nevada
$2.21M +$265K +469 +14%
LTAS
1717
Linden Thomas Advisory Services
North Carolina
$2.21M +$291K +514 +16%
UAML
1718
US Asset Management LLC
Pennsylvania
$2.21M -$15.8K -28 -0.8%
SFO
1719
Stokes Family Office
Louisiana
$2.2M -$36.8K -65 -2%
CAC
1720
Certified Advisory Corp
Florida
$2.2M -$75.2K -133 -3%
MWS
1721
Maxwell Wealth Strategies
California
$2.2M +$455K +804 +26%
FWA
1722
FSM Wealth Advisors
Ohio
$2.19M +$184K +326 +10%
JCM
1723
Jacobi Capital Management
Pennsylvania
$2.19M +$106K +187 +5%
MCC
1724
Money Concepts Capital
Florida
$2.19M +$133K +235 +7%
GB
1725
Goepper Burkhardt
South Carolina
$2.19M – – –
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