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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1801
Cornerstone Wealth Management
Missouri
$301K +$136K +493 +69%
PIA
1802
Perennial Investment Advisors
California
$300K +$5.5K +20 +2%
EWM
1803
Empirical Wealth Management
Washington
$300K +$37.7K +137 +13%
FMW
1804
Farr Miller & Washington
District of Columbia
$300K +$45.1K +164 +16%
BCM
1805
Brookmont Capital Management
Texas
$299K -$111K -402 -25%
GC
1806
Grace Capital
Massachusetts
$299K – – –
NEAM
1807
New England Asset Management
Connecticut
$299K – – –
GA
1808
Geller Advisors
New York
$298K -$56.4K -205 -15%
IC
1809
InterOcean Capital
Illinois
$295K +$46.5K +169 +17%
SEIA
1810
Signature Estate & Investment Advisors
California
$294K -$104K -378 -24%
CFA
1811
CWS Financial Advisors
Michigan
$294K – – –
EHC
1812
Everett Harris & Co
California
$294K +$37.1K +135 +13%
LC
1813
Lindbrook Capital
California
$293K -$135K -490 -29%
AW
1814
Alpha Windward
Massachusetts
$293K -$14K -51 -4%
SCG
1815
Sonata Capital Group
Washington
$291K – – –
NAS
1816
Nicolet Advisory Services
Wisconsin
$291K +$321K +1,167 New
NB
1817
Northwest Bancshares
Pennsylvania
$290K – – –
TAM
1818
Trillium Asset Management
Massachusetts
$289K -$1.93K -7 -0.6%
THWM
1819
Taylor Hoffman Wealth Management
Virginia
$288K -$550K -2,000 -63%
GLA
1820
Good Life Advisors
Pennsylvania
$288K -$61.9K -225 -16%
CRCM
1821
Corbett Road Capital Management
Virginia
$288K +$318K +1,155 New
JCM
1822
Jacobi Capital Management
Pennsylvania
$287K +$17.9K +65 +6%
BOS
1823
Bingham Osborn & Scarborough
California
$284K +$28.9K +105 +10%
WA
1824
Winfield Associates
Ohio
$284K +$313K +1,138 New
BWM
1825
BCS Wealth Management
Tennessee
$283K -$16.8K -61 -5%
71 72
73
74 75