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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
1926
Fort Point Capital Partners
California
$983K -$18.6K -41 -2%
FFWA
1927
FRG Family Wealth Advisors
Washington
$981K -$114K -252 -11%
MPCL
1928
My Personal CFO LLC
Washington
$978K +$881K +1,947 New
WMP
1929
Wealth Management Partners
Arizona
$977K +$37.6K +83 +4%
FPF
1930
First Pacific Financial
Washington
$973K +$37.6K +83 +4%
KFA
1931
Kelleher Financial Advisors
New York
$972K -$414K -914 -32%
BAG
1932
Briggs Advisory Group
Rhode Island
$971K +$875K +1,934 New
FAFN
1933
First Affirmative Financial Network
Colorado
$970K +$54.8K +121 +7%
BWP
1934
BSW Wealth Partners
Colorado
$968K +$55.2K +122 +7%
GLLW
1935
Graves Light Lenhart Wealth
Virginia
$965K +$14.9K +33 +2%
LA
1936
Lifeworks Advisors
Michigan
$963K +$868K +1,917 New
LIG
1937
Lokken Investment Group
Delaware
$962K -$15.8K -35 -2%
PCI
1938
Planning Center Inc
Illinois
$959K +$905K +1,999 New
CNB
1939
Camden National Bank
Maine
$958K +$1.81K +4 +0.2%
SAM
1940
Secure Asset Management
Michigan
$954K -$13.1K -29 -2%
DAM
1941
Deltec Asset Management
New York
$954K – – –
SRC
1942
Sage Rhino Capital
California
$953K -$87.8K -194 -9%
MAM
1943
McLean Asset Management
Virginia
$953K -$80.6K -178 -8%
PIM
1944
Profit Investment Management
Maryland
$953K – – –
DA
1945
Detalus Advisors
Missouri
$951K – – –
HHGA
1946
Halbert Hargrove Global Advisors
California
$945K +$11.8K +26 +1%
CAM
1947
Campion Asset Management
Virginia
$944K – – –
SDWMA
1948
Schneider Downs Wealth Management Advisors
Pennsylvania
$943K -$14K -31 -2%
MCWA
1949
Meadow Creek Wealth Advisors
Georgia
$943K +$850K +1,878 New
BCP
1950
Berkeley Capital Partners
Georgia
$942K -$24.4K -54 -3%
76 77
78
79 80