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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
2076
Five Oceans Advisors
California
$828K +$15.9K +33 +2%
SFG
2077
Sovereign Financial Group
Connecticut
$827K +$113K +234 +17%
PCM
2078
Prelude Capital Management
New York
$826K +$781K +1,620 New
SFA
2079
Source Financial Advisors
New York
$825K -$21.7K -45 -3%
MFG
2080
Monte Financial Group
Connecticut
$823K -$391K -811 -33%
AIA
2081
Alera Investment Advisors
Illinois
$821K +$537K +1,113 +224%
OFS
2082
OneAscent Financial Services
Alabama
$821K +$777K +1,610 New
SEIA
2083
Signature Estate & Investment Advisors
California
$820K +$9.16K +19 +1%
TYCC
2084
Texas Yale Capital Corp
Florida
$820K +$24.1K +50 +3%
DF
2085
Donoghue Forlines
Massachusetts
$820K +$775K +1,607 New
IBOK
2086
Independence Bank of Kentucky
Kentucky
$819K -$55.5K -115 -7%
VF
2087
Vista Finance
Missouri
$816K +$772K +1,601 New
SSCA
2088
South Shore Capital Advisors
Massachusetts
$814K +$20.3K +42 +3%
BAM
2089
Bruderman Asset Management
New York
$812K +$501K +1,039 +190%
VNIM
2090
Vaughan Nelson Investment Management
Texas
$811K +$767K +1,590 New
IIC
2091
Integrated Investment Consultants
Michigan
$809K -$32.3K -67 -4%
KFA
2092
Krane Funds Advisors
New York
$808K +$311K +645 +69%
AWA
2093
Aaron Wealth Advisors
Illinois
$806K -$103K -214 -12%
CWP
2094
Concord Wealth Partners
Virginia
$805K +$23.2K +48 +3%
CIC
2095
Crawford Investment Counsel
Georgia
$803K +$80.5K +167 +12%
SFG
2096
Sather Financial Group
Texas
$803K +$83.9K +174 +12%
WP
2097
WMS Partners
Maryland
$802K +$759K +1,573 New
CB
2098
CNB Bank
Pennsylvania
$798K -$50.6K -105 -6%
MIM
2099
MTM Investment Management
South Carolina
$795K +$36.2K +75 +5%
LAS
2100
LWM Advisory Services
Florida
$794K -$59.3K -123 -7%
82 83
84
85 86