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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1926
BSW Wealth Partners
Colorado
$1.04M +$12.6K +25 +1%
CAGAS
1927
Capital Advisory Group Advisory Services
Minnesota
$1.03M +$9.04K +18 +0.9%
HJMC
1928
Hellman Jordan Management Company
Massachusetts
$1.03M -$2.51K -5 -0.2%
FAFN
1929
First Affirmative Financial Network
Colorado
$1.02M -$89.4K -178 -8%
PMA
1930
Prudent Man Advisors
Illinois
$1.02M -$6.03K -12 -0.6%
SB
1931
Sunflower Bank
Texas
$1.02M -$91.4K -182 -8%
NF
1932
NTB Financial
Colorado
$1.02M -$34.7K -69 -3%
SC
1933
Saturna Capital
Washington
$1.02M +$392K +780 +65%
MA
1934
Maxele Advisors
Missouri
$1.02M -$26.1K -52 -3%
BBNB
1935
Baker Boyer National Bank
Washington
$1.01M – – –
TWM
1936
Titus Wealth Management
California
$1.01M +$234K +465 +31%
MA
1937
MCF Advisors
Kentucky
$1.01M +$97.4K +194 +11%
D
1938
Diversified
Delaware
$1.01M +$502 +1 +0.1%
FC
1939
Forte Capital
New York
$1.01M +$134K +266 +16%
IWA
1940
IVC Wealth Advisors
Pennsylvania
$1.01M -$132K -262 -12%
AIC
1941
Archer Investment Corporation
Indiana
$1.01M +$52.7K +105 +6%
JSW
1942
Journey Strategic Wealth
New Jersey
$1.01M -$191K -380 -16%
KCM
1943
KRS Capital Management
Michigan
$1.01M +$40.7K +81 +4%
FFWA
1944
FRG Family Wealth Advisors
Washington
$1M – – –
MPCL
1945
My Personal CFO LLC
Washington
$1M +$15.6K +31 +2%
SAM
1946
Seelaus Asset Management
New Jersey
$1M +$25.1K +50 +3%
GC
1947
Gratus Capital
Georgia
$998K +$976K +1,944 New
PFA
1948
Professional Financial Advisors
Nebraska
$997K -$149K -296 -13%
CRWM
1949
Castle Rock Wealth Management
California
$997K +$19.6K +39 +2%
RWA
1950
Ropes Wealth Advisors
Massachusetts
$997K +$66.3K +132 +7%
76 77
78
79 80