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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
1951
Garrison Point Advisors
California
$1.54M -$2.83K -5 -0.2%
FFA
1952
Florida Financial Advisors
Florida
$1.54M -$439K -776 -21%
GWM
1953
Gibbs Wealth Management
Georgia
$1.54M +$244K +432 +20%
WWP
1954
WR Wealth Planners
Missouri
$1.54M +$20.9K +37 +1%
WLIM
1955
White Lighthouse Investment Management
Massachusetts
$1.54M – – –
SW
1956
SteelPeak Wealth
California
$1.53M -$1.9M -3,356 -56%
EWM
1957
Evergreen Wealth Management
Michigan
$1.53M +$326K +577 +28%
ACA
1958
Atlas Capital Advisors
Wyoming
$1.52M – – –
ACM
1959
Allred Capital Management
Texas
$1.52M +$57.1K +101 +4%
AT
1960
Avalon Trust
New Mexico
$1.52M -$317K -561 -18%
TF
1961
TLWM Financial
Texas
$1.52M -$48.6K -86 -3%
AA
1962
Alta Advisers
United Kingdom
$1.52M – – –
CRWM
1963
Castle Rock Wealth Management
California
$1.52M -$202K -358 -12%
PWP
1964
Phillips Wealth Planners
Mississippi
$1.51M +$67.9K +120 +5%
RCA
1965
Resonant Capital Advisors
Wisconsin
$1.51M +$204K +361 +16%
TCOTS
1966
Trust Company of the South
North Carolina
$1.51M +$270K +478 +23%
IFS
1967
Ifrah Financial Services
Arkansas
$1.51M -$39.6K -70 -3%
WCF
1968
West Coast Financial
California
$1.51M -$11.4M -20,234 -89%
MIM
1969
Moseley Investment Management
Florida
$1.51M +$76.9K +136 +6%
ESB
1970
Essex Savings Bank
Connecticut
$1.51M -$4.53K -8 -0.3%
GWM
1971
Gitterman Wealth Management
New Jersey
$1.51M – – –
EFSCE
1972
Enterprise Financial Services Corp (EFSC)
Missouri
$1.51M -$46.4K -82 -3%
DWAM
1973
Duncan Williams Asset Management
Tennessee
$1.5M +$299K +528 +26%
CG
1974
CFO4Life Group
Texas
$1.5M +$45.2K +80 +3%
BHC
1975
Bowen Hanes & Co
Florida
$1.5M – – –
77 78
79
80 81