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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1776
McLean Asset Management
Virginia
$711K +$679K +2,027 New
PWM
1777
PBMares Wealth Management
Virginia
$709K +$72.4K +216 +12%
NJBEST
1778
New Jersey Better Educational Savings Trust
New Jersey
$708K -$27.5K -82 -4%
PFA
1779
Pure Financial Advisors
California
$704K +$335 +1 +0%
MFP
1780
Meridian Financial Partners
Virginia
$700K +$15.1K +45 +2%
PMA
1781
Prudent Man Advisors
Illinois
$696K -$30.2K -90 -4%
AB
1782
Atlas Brown
Kentucky
$695K +$4.69K +14 +0.7%
RTC
1783
Riverview Trust Company
Washington
$694K -$123K -366 -16%
BCP
1784
Berkeley Capital Partners
Georgia
$689K -$8.71K -26 -1%
WMP
1785
Wealth Management Partners
Arizona
$685K +$669K +1,996 New
KFI
1786
Key Financial Inc
Pennsylvania
$684K – – –
CRI
1787
Colonial River Investments
Virginia
$683K +$695K +2,073 New
CSPIA
1788
Cary Street Partners Investment Advisory
Virginia
$682K -$1.34K -4 -0.2%
PFBT
1789
Parkside Financial Bank & Trust
Missouri
$681K +$80.8K +241 +14%
FP
1790
Foundry Partners
Minnesota
$678K -$6.37K -19 -1%
APG
1791
Abacus Planning Group
South Carolina
$677K – – –
CFO
1792
Collective Family Office
Pennsylvania
$676K +$647K +1,929 New
CIA
1793
Choate Investment Advisors
Massachusetts
$673K +$20.4K +61 +3%
PWMG
1794
Prestige Wealth Management Group
New Jersey
$672K +$29.5K +88 +5%
CNB
1795
Camden National Bank
Maine
$667K +$33.5K +100 +6%
DAM
1796
Deltec Asset Management
New York
$666K – – –
BA
1797
Birinyi Associates
Connecticut
$666K +$117K +350 +23%
VCA
1798
Verdence Capital Advisors
Maryland
$665K +$12.4K +37 +2%
TF
1799
Trek Financial
Arizona
$664K -$199K -595 -24%
AA
1800
Argent Advisors
Louisiana
$664K +$4.36K +13 +0.7%
70 71
72
73 74