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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1951
Centerpoint Advisors
Massachusetts
$204K -$116K -422 -34%
AIM
1952
Aspen Investment Management
Michigan
$204K – – –
FUBT
1953
First United Bank & Trust
Maryland
$204K – – –
HJMC
1954
Hellman Jordan Management Company
Massachusetts
$203K -$826 -3 -0.4%
BRM
1955
Boston Research & Management
Massachusetts
$203K – – –
RWG
1956
Regal Wealth Group
California
$203K +$826 +3 +0.4%
EWA
1957
Evolution Wealth Advisors
Florida
$202K +$143K +519 +178%
SAM
1958
Seelaus Asset Management
New Jersey
$202K +$222K +808 New
SC
1959
Steph & Co
Wisconsin
$201K -$42.9K -156 -16%
HFA
1960
Hoover Financial Advisors
Pennsylvania
$201K -$27.5K -100 -11%
QT
1961
Quantbot Technologies
New York
$198K -$6.42M -23,323 -97%
SFPG
1962
Stonebridge Financial Planning Group
Florida
$193K – – –
EI
1963
Ellevest Inc
New York
$192K +$60.3K +219 +40%
FANJ
1964
Financial Architects (New Jersey)
New Jersey
$185K +$4.13K +15 +2%
HIM
1965
Hillsdale Investment Management
Ontario, Canada
$179K +$79.8K +290 +67%
SAS
1966
Stelac Advisory Services
New York
$178K +$73.7K +268 +60%
HWA
1967
HHM Wealth Advisors
Tennessee
$178K +$197K +715 New
TFO
1968
Tarbox Family Office
California
$175K -$1.38K -5 -0.7%
LWS
1969
Lucia Wealth Services
California
$171K +$103K +376 +121%
WAP
1970
Wealthcare Advisory Partners
Pennsylvania
$169K -$67.4K -245 -27%
RE
1971
RBC Europe
United Kingdom
$168K -$282K -1,025 -60%
APW
1972
Acima Private Wealth
Virginia
$167K – – –
FBT
1973
First Bank & Trust
South Dakota
$162K +$12.9K +47 +8%
FCB
1974
First Command Bank
Texas
$160K – – –
FCFS
1975
First Command Financial Services
Texas
$160K – – –
77 78
79
80 81