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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2176
Westside Investment Management
California
$981K -$163K -321 -14%
BWP
2177
BSW Wealth Partners
Colorado
$977K -$16.3K -32 -2%
PIM
2178
Profit Investment Management
Maryland
$977K – – –
CWM
2179
Castle Wealth Management
Florida
$975K +$112K +221 +13%
AFT
2180
Alpha Family Trust
California
$975K – – –
AAP
2181
Arax Advisory Partners
Colorado
$973K -$129K -253 -11%
DWG
2182
Darden Wealth Group
Michigan
$972K -$50.8K -100 -5%
PP
2183
Patron Partners
Texas
$968K -$26.4K -52 -3%
AWS
2184
Aspen Wealth Strategies
Colorado
$964K +$57.4K +113 +6%
CCM
2185
Chickasaw Capital Management
Tennessee
$961K +$155K +305 +19%
QPW
2186
Quantum Private Wealth
Florida
$960K -$88.5K -174 -8%
MAM
2187
McLean Asset Management
Virginia
$960K +$8.64K +17 +0.8%
FCMC
2188
Founders Capital Management (Connecticut)
Connecticut
$959K +$106K +208 +12%
WA
2189
WealthTrust Axiom
Pennsylvania
$959K – – –
1WA
2190
180 Wealth Advisors
Washington
$959K +$286K +563 +41%
VBFP
2191
Valtinson Bruner Financial Planning
Minnesota
$958K -$44.7K -88 -4%
LOAMU
2192
Lombard Odier Asset Management (USA)
New York
$958K +$984K +1,936 New
PPP
2193
Private Portfolio Partners
New Jersey
$951K +$125K +245 +15%
CC
2194
Chicago Capital
Illinois
$951K -$992K -1,952 -50%
AAIM
2195
Asset Advisors Investment Management
Georgia
$951K -$229K -451 -19%
MPCL
2196
My Personal CFO LLC
Washington
$940K -$32.5K -64 -3%
SAM
2197
Simplify Asset Management
Nevada
$940K -$819K -1,611 -46%
PMSA
2198
Patrick M. Sweeney & Associates
Illinois
$939K -$25.4K -50 -3%
SIS
2199
Sound Income Strategies
Florida
$935K +$228K +448 +31%
FPF
2200
First Pacific Financial
Washington
$931K +$51.9K +102 +6%
86 87
88
89 90