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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAS
1926
Shine Investment Advisory Services
Colorado
$316K -$8.91K -29 -3%
KC
1927
Kingfisher Capital
North Carolina
$316K +$45.5K +148 +17%
BWP
1928
Baldwin Wealth Partners
Massachusetts
$314K – – –
HCM
1929
Hengehold Capital Management
Ohio
$313K – – –
QOP
1930
Quinn Opportunity Partners
Virginia
$312K -$856K -2,786 -74%
BWM
1931
BT Wealth Management
Georgia
$312K – – –
CC
1932
Colrain Capital
Massachusetts
$312K – – –
PAA
1933
Peregrine Asset Advisers
Oregon
$312K – – –
SCM
1934
Stonebridge Capital Management
California
$312K – – –
MA
1935
MONECO Advisors
Connecticut
$312K +$65.4K +213 +27%
SSG
1936
Summit Securities Group
New York
$312K +$307K +1,000 New
AF
1937
AtlasMark Financial
Texas
$312K – – –
EMG
1938
ETF Managers Group
New Jersey
$310K -$470K -1,531 -60%
RG
1939
Rathbones Group
United Kingdom
$309K – – –
V
1940
VeraBank
Texas
$309K – – –
CHC
1941
City Holding Co
West Virginia
$308K -$2.46K -8 -0.8%
WBG
1942
Wharton Business Group
Pennsylvania
$307K – – –
WAAG
1943
Wealth Alliance Advisory Group
Kansas
$306K +$40.9K +133 +16%
ACP
1944
Aviance Capital Partners
Florida
$305K -$26.7K -87 -8%
3F
1945
360 Financial
Minnesota
$304K +$300K +977 New
AOWM
1946
Alpha Omega Wealth Management
Virginia
$302K +$57.4K +187 +24%
NICM
1947
Neo Ivy Capital Management
New York
$302K +$298K +969 New
SCG
1948
Sonata Capital Group
Washington
$301K – – –
SFWC
1949
Strategic Family Wealth Counselors
New Jersey
$301K +$2.15K +7 +0.7%
IA
1950
Independence Advisors
Pennsylvania
$300K +$3.07K +10 +1%
76 77
78
79 80