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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1801
Centerpoint Advisors
Massachusetts
$146K -$135K -511 -47%
MIFH
1802
Migdal Insurance & Financial Holdings
Israel
$143K -$4.79M -18,120 -97%
CAM
1803
Columbia Asset Management
Michigan
$142K – – –
WOC
1804
West Oak Capital
California
$142K – – –
AWM
1805
Aevitas Wealth Management
Massachusetts
$141K +$264 +1 +0.2%
KPCM
1806
Kings Point Capital Management
New York
$134K -$39.6K -150 -22%
VNA
1807
Valley National Advisers
Pennsylvania
$133K +$25.4K +96 +22%
CB
1808
CNB Bank
Pennsylvania
$129K +$113K +426 +473%
APW
1809
Acima Private Wealth
Virginia
$128K +$135K +512 New
BCP
1810
Blue Chip Partners
Michigan
$127K +$19.3K +73 +17%
CPA
1811
Cowen Prime Advisors
New York
$125K – – –
FGC
1812
Financial Gravity Companies
Texas
$125K +$123K +466 New
APC
1813
Aspire Private Capital
North Carolina
$123K +$130K +492 New
FBT
1814
First Bank & Trust
South Dakota
$122K +$24.6K +93 +23%
BL
1815
Balentine LLC
Georgia
$119K – – –
NWM
1816
Northwest Wealth Management
Iowa
$119K – – –
CCM
1817
Cribstone Capital Management
Maine
$118K -$17.4K -66 -12%
M
1818
MOTCO
Texas
$117K -$32.5K -123 -21%
IWA
1819
Intercontinental Wealth Advisors
Texas
$112K +$119K +451 New
ACM
1820
AUA Capital Management
Pennsylvania
$111K – – –
WG
1821
Welch Group
Alabama
$111K +$3.43K +13 +3%
LPIC
1822
LeJeune Puetz Investment Counsel
Michigan
$110K +$117K +443 New
SHJ
1823
Sharkey, Howes & Javer
Colorado
$105K -$58.1K -220 -34%
AOWM
1824
Alpha Omega Wealth Management
Virginia
$105K -$7.92K -30 -7%
WA
1825
WealthTrust-Arizona
Arizona
$104K +$7.92K +30 +8%
71 72
73
74 75