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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1901
Center for Financial Planning
Michigan
$343K +$614 +2 +0.2%
GC
1902
Grace Capital
Massachusetts
$342K -$30.7K -100 -8%
AW
1903
Alpha Windward
Massachusetts
$342K – – –
DA
1904
DSC Advisors
Illinois
$342K +$123K +402 +58%
MCM
1905
MV Capital Management
Maryland
$340K – – –
SNT
1906
Security National Trust
West Virginia
$338K – – –
HFP
1907
Holistic Financial Partners
Indiana
$336K +$70K +228 +27%
FSC
1908
Full Sail Capital
Oklahoma
$333K -$56.8K -185 -16%
CFD
1909
Creative Financial Designs
Indiana
$333K -$1.84K -6 -0.6%
PCM
1910
Prelude Capital Management
New York
$332K -$371K -1,209 -53%
TP
1911
Truvvo Partners
New York
$330K -$273K -890 -46%
FFC
1912
First Financial Corp
Indiana
$330K -$20.3K -66 -6%
BSB
1913
Bangor Savings Bank
Maine
$330K – – –
H
1914
HoyleCohen
California
$329K +$33.2K +108 +11%
CP
1915
Camelot Portfolios
Ohio
$328K +$7.99K +26 +3%
FCIM
1916
Fairview Capital Investment Management
California
$327K – – –
UBV
1917
United Bank (Virginia)
Virginia
$325K +$36.6K +119 +13%
SCA
1918
STALEY CAPITAL ADVISERS
Pennsylvania
$324K +$23K +75 +8%
UF
1919
Univest Financial
Pennsylvania
$321K – – –
AAP
1920
Arax Advisory Partners
Colorado
$321K +$15.4K +50 +5%
WPA
1921
West Paces Advisors
Georgia
$319K – – –
SIMM
1922
Stillwater Investment Management (Minnesota)
Minnesota
$319K +$2.46K +8 +0.8%
VC
1923
Veracity Capital
Georgia
$318K -$8.29K -27 -3%
SAMC
1924
Spectrum Asset Management (California)
California
$318K +$5.84K +19 +2%
GLA
1925
Good Life Advisors
Pennsylvania
$317K -$20.6K -67 -6%
75 76
77
78 79