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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
2076
Wellington Group
Indiana
$719K – – –
MQWP
2077
Morey & Quinn Wealth Partners
Nebraska
$718K +$2.6K +7 +0.4%
SI
2078
Saxon Interests
Texas
$718K -$74.9K -202 -10%
MFF
2079
Michels Family Financial
Texas
$718K -$65.2K -176 -9%
DW30
2080
Drucker Wealth 3.0
New Jersey
$717K +$137K +370 +27%
EFG
2081
Ethos Financial Group
Pennsylvania
$715K -$71.9K -194 -10%
AFW
2082
Avantra Family Wealth
Pennsylvania
$713K +$636K +1,715 New
PAS
2083
PKS Advisory Services
New York
$710K +$633K +1,709 New
FFO
2084
Fiduciary Family Office
Florida
$710K +$69.7K +188 +12%
DI
2085
Diligent Investors
California
$710K +$37.4K +101 +6%
SC
2086
Sapient Capital
Indiana
$708K -$514K -1,387 -45%
NPFS
2087
Novak & Powell Financial Services
Florida
$707K +$2.22K +6 +0.4%
WG
2088
Winton Group
United Kingdom
$707K -$13.1M -35,454 -95%
SC
2089
Skylands Capital
Wisconsin
$707K -$2.96M -7,995 -82%
MRI
2090
Mad River Investors
Massachusetts
$707K – – –
1CP
2091
1015 Capital Partners
Pennsylvania
$706K +$4.82K +13 +0.8%
BFW
2092
Brady Family Wealth
Missouri
$705K -$63.4K -171 -9%
CNBT
2093
Canandaigua National Bank & Trust
New York
$704K +$628K +1,695 New
WCG
2094
Weaver Consulting Group
California
$703K +$4.08K +11 +0.7%
WLIM
2095
White Lighthouse Investment Management
Massachusetts
$701K – – –
CPIA
2096
Cornell Pochily Investment Advisors
New York
$699K +$623K +1,682 New
FFWM
2097
Future Financial Wealth Management
Ohio
$698K -$181K -489 -23%
SPWM
2098
Spartan Planning & Wealth Management
North Carolina
$697K +$621K +1,676 New
PNC
2099
Park National Corp
Ohio
$697K -$18.9K -51 -3%
AI
2100
AXS Investments
New York
$695K -$126K -339 -17%
82 83
84
85 86