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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1851
Gables Capital Management
Florida
$351K -$9.17K -32 -3%
CA
1852
Calton & Associates
Florida
$351K +$84.2K +294 +33%
CFSG
1853
Clark Financial Services Group
Missouri
$350K +$195K +681 New
JSC
1854
Jackson Square Capital
California
$347K +$337K +1,177 New
PFA
1855
Pathway Financial Advisors
Vermont
$345K – – –
FCFC
1856
First Citizens Financial Corp
Iowa
$345K +$336K +1,171 New
PF
1857
Phoenix Financial
Israel
$345K +$361K +1,261 New
EHC
1858
Everett Harris & Co
California
$343K -$4.3K -15 -1%
BCM
1859
Buckhead Capital Management
Georgia
$339K +$330K +1,150 New
TW
1860
Towerpoint Wealth
California
$338K +$329K +1,147 New
PFG
1861
PAX Financial Group
Texas
$337K +$327K +1,141 New
PWAP
1862
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$336K – – –
BWM
1863
BCS Wealth Management
Tennessee
$334K – – –
FFC
1864
First Financial Corp
Indiana
$332K -$94.6K -330 -23%
HCP
1865
Holt Capital Partners
Texas
$332K – – –
EI
1866
Ellevest Inc
New York
$332K +$102K +356 +46%
WI
1867
Wedgewood Investors
Pennsylvania
$330K – – –
STA
1868
Summit Trail Advisors
New York
$330K +$320K +1,118 New
JCM
1869
Jacobi Capital Management
Pennsylvania
$329K -$10.3K -36 -3%
BMA
1870
Brooks Moore & Associates
Tennessee
$328K – – –
EPP
1871
ETF Portfolio Partners
Kansas
$327K – – –
DA
1872
Dillon & Associates
Michigan
$325K – – –
HCM
1873
Howland Capital Management
Massachusetts
$325K +$45.6K +159 +17%
AW
1874
Alpha Windward
Massachusetts
$324K -$22.6K -79 -7%
WA
1875
WealthTrust Axiom
Pennsylvania
$324K – – –
73 74
75
76 77