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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2101
Horizon Financial Services
North Carolina
$181K +$178K +580 New
TFO
2102
Tarbox Family Office
California
$179K -$31.9K -104 -15%
APC
2103
Aspire Private Capital
North Carolina
$179K +$22.1K +72 +14%
DWA
2104
Dougherty Wealth Advisers
Minnesota
$178K – – –
SLF
2105
Sun Life Financial
Ontario, Canada
$177K +$614 +2 +0.4%
RWM
2106
Raffa Wealth Management
District of Columbia
$176K – – –
IRC
2107
Investors Research Corp
Georgia
$176K – – –
RIM
2108
Rockbridge Investment Management
New York
$165K -$17.2K -56 -10%
VCM
2109
Versant Capital Management
Arizona
$158K – – –
CPA
2110
Cowen Prime Advisors
New York
$156K – – –
AP
2111
Atwood & Palmer
Missouri
$155K – – –
LTI
2112
Laffer Tengler Investments
Tennessee
$153K – – –
HBT
2113
Hills Bank & Trust
Iowa
$151K – – –
LWANC
2114
Laurel Wealth Advisors (North Carolina)
North Carolina
$147K -$22.7K -74 -14%
NFSG
2115
Newbridge Financial Services Group
Florida
$146K +$144K +469 New
GAM
2116
Gemmer Asset Management
California
$145K -$36.6K -119 -20%
CFN
2117
Cordasco Financial Network
Florida
$143K – – –
HI
2118
Human Investing
Oregon
$143K +$1.23K +4 +0.9%
EW
2119
Evoke Wealth
California
$142K +$307 +1 +0.2%
MF
2120
Manchester Financial
California
$139K -$4.92K -16 -3%
ACM
2121
AUA Capital Management
Pennsylvania
$139K – – –
RA
2122
Rational Advisors
New York
$132K +$114K +372 +702%
FWM
2123
Filbrandt Wealth Management
Wisconsin
$125K -$10.8K -35 -8%
MCA
2124
Mercer Capital Advisers
New Jersey
$125K – – –
FMP
2125
Financial Management Professionals
Texas
$125K +$307 +1 +0.2%
83 84
85
86 87