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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
2226
IPG Investment Advisors
California
$316K +$7.46K +18 +2%
EPP
2227
ETF Portfolio Partners
Kansas
$316K – – –
BBL
2228
Beck Bode LLC
Massachusetts
$314K -$3.73K -9 -1%
KCPG
2229
Kavar Capital Partners Group
Kansas
$313K – – –
TWMP
2230
Taylor Wealth Management Partners
Massachusetts
$312K +$41.8K +101 +14%
WAG
2231
Winthrop Advisory Group
Massachusetts
$311K -$87.8K -212 -21%
SW
2232
SkyOak Wealth
Michigan
$311K -$26.5K -64 -7%
FFG
2233
Fortem Financial Group
California
$310K – – –
TA
2234
Trellis Advisors
Washington
$309K – – –
SAM
2235
SignalPoint Asset Management
Missouri
$309K +$1.66K +4 +0.5%
BWM
2236
Baystate Wealth Management
Massachusetts
$309K +$15.3K +37 +5%
RG
2237
Rathbones Group
United Kingdom
$308K -$59.6K -144 -15%
NCM
2238
Noesis Capital Mangement
Florida
$308K – – –
EAM
2239
Evanson Asset Management
California
$307K – – –
JCM
2240
Jag Capital Management
Missouri
$307K – – –
RWP
2241
Ridgecrest Wealth Partners
California
$306K -$19.5K -47 -6%
WPC
2242
Waters Parkerson & Co
Louisiana
$306K -$10.4K -25 -3%
SF
2243
Symphony Financial
Texas
$305K -$203K -489 -39%
DIM
2244
Delta Investment Management
California
$304K +$1.24K +3 +0.4%
CFA
2245
Capstone Financial Advisors
Illinois
$303K -$137K -330 -30%
ZIG
2246
Zuckerman Investment Group
Illinois
$302K +$26.1K +63 +9%
AOWM
2247
Alpha Omega Wealth Management
Virginia
$300K -$31.9K -77 -9%
WAM
2248
Wolverine Asset Management
Illinois
$300K +$318K +768 New
NOI
2249
Newton One Investments
Delaware
$299K – – –
RI
2250
Redwood Investments
Massachusetts
$299K – – –
88 89
90
91 92