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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1926
Hollencrest Capital Management
California
$1.27M +$32.3K +61 +3%
VCM
1927
Vivaldi Capital Management
Illinois
$1.27M +$90.1K +170 +7%
GA
1928
GoalVest Advisory
New York
$1.27M +$166K +314 +15%
WAAG
1929
Wealth Alliance Advisory Group
Kansas
$1.27M +$91.1K +172 +8%
NSAM
1930
North Star Asset Management
Wisconsin
$1.26M -$4.77K -9 -0.4%
ESB
1931
Essex Savings Bank
Connecticut
$1.26M -$15.4K -29 -1%
WFC
1932
Western Financial Corp
California
$1.26M +$175K +331 +16%
CIP
1933
Convergence Investment Partners
Florida
$1.25M +$145K +273 +13%
SOS
1934
Silver Oak Securities
Tennessee
$1.25M +$675K +1,275 +117%
EFL
1935
ERn Financial LLC
Wisconsin
$1.25M +$69.9K +132 +6%
SHFA
1936
SC&H Financial Advisors
Maryland
$1.25M -$19.6K -37 -2%
CWA
1937
Cornerstone Wealth Advisors
Minnesota
$1.25M +$1.25M +2,354 New
TPW
1938
Transatlantique Private Wealth
New York
$1.25M +$15.9K +30 +1%
VWM
1939
Vigilare Wealth Management
Arizona
$1.25M -$15.4K -29 -1%
IP
1940
Investment Partners
Ohio
$1.25M -$661K -1,248 -35%
FCA
1941
FLC Capital Advisors
California
$1.25M -$44.5K -84 -3%
NB
1942
Nicolet Bankshares
Wisconsin
$1.25M +$58.8K +111 +5%
SWM
1943
Scissortail Wealth Management
Oklahoma
$1.24M +$1.33M +2,513 New
UCI
1944
Uncommon Cents Investing
Wisconsin
$1.24M -$7.95K -15 -0.6%
PWM
1945
Paulson Wealth Management
Illinois
$1.24M +$43.4K +82 +4%
CIA
1946
Cladis Investment Advisory
Montana
$1.24M +$79.5K +150 +7%
FCFC
1947
First Commonwealth Financial Corp
Pennsylvania
$1.24M -$26K -49 -2%
BFA
1948
Buttonwood Financial Advisors
Maryland
$1.24M -$132K -250 -10%
AAIM
1949
Asset Advisors Investment Management
Georgia
$1.23M – – –
AWM
1950
Aevitas Wealth Management
Massachusetts
$1.23M +$1.59K +3 +0.1%
76 77
78
79 80