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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1726
Wealth Management Associates
New Jersey
$993K -$79.3K -199 -7%
SWA
1727
Sutton Wealth Advisors
Florida
$991K +$12K +30 +1%
PNC
1728
Park National Corp
Ohio
$991K -$161K -405 -14%
FCFC
1729
First Commonwealth Financial Corp
Pennsylvania
$991K -$57K -143 -5%
CCC
1730
Crescent Capital Consulting
Louisiana
$990K +$5.98K +15 +0.6%
GA
1731
Geller Advisors
New York
$989K -$2.39K -6 -0.2%
FG
1732
Foster Group
Iowa
$987K +$9.97K +25 +1%
PFA
1733
Professional Financial Advisors
Nebraska
$985K -$1.59K -4 -0.2%
WA
1734
Wambolt & Associates
Colorado
$984K +$75.4K +189 +8%
EWM
1735
Elite Wealth Management
Washington
$982K – – –
VCM
1736
Vivaldi Capital Management
Illinois
$979K -$17.1K -43 -2%
KCM
1737
Kanawha Capital Management
Virginia
$978K -$33.9K -85 -3%
PCH
1738
PGIM Custom Harvest
New Jersey
$975K +$13.2K +33 +1%
CBT
1739
CoreFirst Bank & Trust
Kansas
$971K – – –
CF
1740
Copperwynd Financial
Arizona
$970K +$33.9K +85 +4%
PWM
1741
PBMares Wealth Management
Virginia
$969K – – –
FFA
1742
Founders Financial Alliance
North Carolina
$966K +$16.7K +42 +2%
DIP
1743
DT Investment Partners
Pennsylvania
$963K +$68.6K +172 +8%
IAS
1744
Investment Advisory Services
Texas
$961K +$957K +2,399 New
FAIM
1745
Financial Advocates Investment Management
Washington
$959K -$368K -924 -28%
VBFP
1746
Valtinson Bruner Financial Planning
Minnesota
$953K +$1.2K +3 +0.1%
CPA
1747
Clear Perspective Advisors
Illinois
$953K +$76.2K +191 +9%
FHC
1748
First Horizon Corporation
Tennessee
$952K -$656K -1,646 -41%
UFF
1749
USA Financial Formulas
Michigan
$946K -$597K -1,498 -39%
PWMG
1750
Prestige Wealth Management Group
New Jersey
$946K +$129K +324 +16%
68 69
70
71 72