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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
NJIM
1951
Nabity-Jensen Investment Management
Nebraska
$764K -$119K -312 -11%
KFG
1952
Kingdom Financial Group
Arizona
$762K +$766K +2,005 +457%
1W
1953
1776 Wealth
Georgia
$761K -$5.73K -15 -0.6%
RFS
1954
Richardson Financial Services
Massachusetts
$761K -$23.7K -62 -3%
EAM
1955
Empirical Asset Management
Massachusetts
$760K +$449K +1,176 +93%
KCM
1956
Kanawha Capital Management
Virginia
$759K +$297K +778 +47%
FIM
1957
Freedom Investment Management
Connecticut
$758K -$716K -1,873 -44%
CP
1958
Camelot Portfolios
Ohio
$753K +$593K +1,552 +180%
SPF
1959
South Plains Financial
Texas
$752K +$35.2K +92 +4%
CP
1960
Clarendon Private
Massachusetts
$749K -$94.8K -248 -9%
QWP
1961
Quotient Wealth Partners
Texas
$749K -$292K -764 -24%
VCM
1962
Vivaldi Capital Management
Illinois
$747K -$79.1K -207 -8%
UCI
1963
Uncommon Cents Investing
Wisconsin
$747K +$99.4K +260 +12%
GKFF
1964
George Kaiser Family Foundation
Oklahoma
$747K +$495K +1,295 +118%
TIA
1965
Tiemann Investment Advisors
California
$746K -$105K -276 -10%
EWM
1966
EPG Wealth Management
Georgia
$746K +$99K +259 +12%
HCM
1967
Highview Capital Management
Illinois
$745K -$52K -136 -5%
CIA
1968
Cladis Investment Advisory
Montana
$744K +$109K +285 +14%
AAG
1969
Armstrong Advisory Group
Massachusetts
$744K +$124K +325 +16%
DFC
1970
DB Fitzpatrick & Co
Idaho
$742K +$58.1K +152 +7%
CG
1971
CFO4Life Group
Texas
$742K -$59.2K -155 -6%
SMC
1972
Smith, Moore & Co
Missouri
$739K +$55.8K +146 +7%
SWM
1973
SeaCrest Wealth Management
New York
$738K -$39.7K -104 -4%
RP
1974
Rowlandmiller & Partners
Georgia
$737K +$811K +2,123 +885%
CWA
1975
Cornerstone Wealth Advisors
Minnesota
$736K – – –
77 78
79
80 81