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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
LAIC
1926
Lederer & Associates Investment Counsel
California
$1.14M -$91.5K -174 -7%
QPW
1927
Quantum Private Wealth
Florida
$1.14M – – –
PNC
1928
Park National Corp
Ohio
$1.14M +$526 +1 +0%
FP
1929
Fiduciary Planning
Florida
$1.13M -$9.99K -19 -0.8%
NB
1930
Nicolet Bankshares
Wisconsin
$1.13M -$193K -367 -14%
DMBA
1931
Deseret Mutual Benefit Administrators
Utah
$1.13M -$327K -622 -22%
FCM
1932
Fortis Capital Management
Washington
$1.13M -$10.5K -20 -0.9%
PWM
1933
Prentice Wealth Management
New York
$1.13M -$10.5K -20 -0.9%
EFL
1934
ERn Financial LLC
Wisconsin
$1.13M -$53.6K -102 -4%
WAAG
1935
Wealth Alliance Advisory Group
Kansas
$1.12M -$5.26K -10 -0.4%
WMP
1936
Wealth Management Partners
Arizona
$1.12M – – –
SIM
1937
SSI Investment Management
California
$1.12M +$2.63K +5 +0.2%
CWP
1938
CFM Wealth Partners
Texas
$1.12M +$528K +1,005 +83%
PCI
1939
Planning Center Inc
Illinois
$1.11M -$20K -38 -2%
SI
1940
Scharf Investments
California
$1.11M +$235K +446 +26%
HCC
1941
Hirtle Callaghan & Co
Pennsylvania
$1.11M +$420K +799 +57%
CIA
1942
Cladis Investment Advisory
Montana
$1.1M +$4.73K +9 +0.4%
SIAG
1943
Safeguard Investment Advisory Group
California
$1.1M +$9.46K +18 +0.8%
ACM
1944
Allred Capital Management
Texas
$1.1M +$3.68K +7 +0.3%
CMS
1945
Capital Market Strategies
Florida
$1.09M +$16.8K +32 +2%
AWA
1946
Aaron Wealth Advisors
Illinois
$1.09M +$188K +357 +20%
ASBI
1947
American State Bank (Iowa)
Iowa
$1.09M – – –
EP
1948
EPIQ Partners
Minnesota
$1.08M – – –
EFM
1949
E Fund Management
China
$1.08M +$39.4K +75 +4%
FSA
1950
Franklin Street Advisors
North Carolina
$1.08M -$42.1K -80 -4%
76 77
78
79 80