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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
1926
Seizert Capital Partners
Michigan
$219K -$790K -2,871 -77%
BFC
1927
Bedel Financial Consulting
Indiana
$219K – – –
SFG
1928
Summit Financial Group
West Virginia
$219K – – –
TPWA
1929
TRUE Private Wealth Advisors
Oregon
$217K -$1.11M -4,048 -82%
PCM
1930
Poehling Capital Management
Wisconsin
$217K -$6.88K -25 -3%
KC
1931
Kingfisher Capital
North Carolina
$217K +$1.1K +4 +0.5%
EW
1932
Element Wealth
Mississippi
$217K +$239K +870 New
VC
1933
Vicus Capital
Pennsylvania
$216K -$156K -566 -40%
WAG
1934
Winthrop Advisory Group
Massachusetts
$216K -$33.6K -122 -12%
MFW
1935
Mosaic Family Wealth
Missouri
$215K -$45.4K -165 -16%
I
1936
INVST
Indiana
$214K -$5.23K -19 -2%
PBC
1937
Pavion Blue Capital
California
$214K – – –
PO
1938
Private Ocean
California
$214K +$163K +591 +218%
SDWMA
1939
Schneider Downs Wealth Management Advisors
Pennsylvania
$214K +$236K +859 New
IIA
1940
IPG Investment Advisors
California
$211K – – –
WAAG
1941
Wealth Alliance Advisory Group
Kansas
$210K +$14.9K +54 +7%
CAM
1942
Crestone Asset Management
Colorado
$209K +$7.16K +26 +3%
DCM
1943
Driehaus Capital Management
Illinois
$209K +$231K +838 New
WB
1944
Webster Bank
Connecticut
$208K – – –
GFPC
1945
Global Financial Private Client
Florida
$207K -$33.3K -121 -12%
WLIM
1946
White Lighthouse Investment Management
Massachusetts
$207K -$6.88K -25 -3%
AOWM
1947
Alpha Omega Wealth Management
Virginia
$206K -$80.9K -294 -26%
CWM
1948
Concentric Wealth Management
California
$206K – – –
SWP
1949
Strategic Wealth Partners
Ohio
$205K – – –
MME
1950
Meag Munich Ergo
Germany
$204K -$4.04M -14,695 -95%
76 77
78
79 80