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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
BFWA
1926
Benchmark Financial Wealth Advisors
Florida
$897K -$57.5K -155 -7%
FPN
1927
Financial Planning Navigators
Minnesota
$896K +$799K +2,156 New
RA
1928
Rational Advisors
New York
$896K +$689K +1,860 +631%
OA
1929
Oxbow Advisors
Texas
$895K – – –
BFIM
1930
Beese Fulmer Investment Management
Ohio
$891K +$126K +339 +19%
SIM
1931
Synergy Investment Management
Florida
$891K +$56K +151 +8%
THCM
1932
Taylor Hoffman Capital Management
Virginia
$890K – – –
FSA
1933
Financial Security Advisor
Virginia
$889K +$76.7K +207 +11%
BFA
1934
Beaumont Financial Advisors
Massachusetts
$886K +$18.2K +49 +2%
TPWM
1935
Twelve Points Wealth Management
Massachusetts
$885K -$126K -341 -14%
SFC
1936
SYM Financial Corp
Indiana
$884K -$243K -656 -24%
CBA
1937
Coastal Bridge Advisors
Connecticut
$884K -$21.1K -57 -3%
AR
1938
Advisory Research
Illinois
$883K -$371 -1 -0%
BOS
1939
Bank of Stockton
California
$882K -$8.9K -24 -1%
WCM
1940
Wallace Capital Management
Texas
$881K – – –
BCB
1941
Brian C. Broderick
$878K -$1.18M -3,174 -60%
ISWM
1942
Intesa Sanpaolo Wealth Management
$878K +$626K +1,688 +398%
WW
1943
Waterfront Wealth
Kansas
$877K +$94.1K +254 +14%
CIM
1944
CIM Investment Management
Pennsylvania
$875K -$77.1K -208 -9%
BI
1945
Bradyco Inc
Massachusetts
$872K – – –
WBCM
1946
Wilson & Boucher Capital Management
California
$871K -$37.1K -100 -5%
SPWG
1947
Syntegra Private Wealth Group
Missouri
$869K +$54.9K +148 +8%
CPA
1948
Cardiff Park Advisors
California
$866K -$61.2K -165 -7%
CAC
1949
Certified Advisory Corp
Florida
$864K +$20K +54 +3%
NFG
1950
Northbridge Financial Group
Florida
$862K -$34.1K -92 -4%
76 77
78
79 80