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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
EPP
2226
ETF Portfolio Partners
Kansas
$316K – – –
BBL
2227
Beck Bode LLC
Massachusetts
$314K -$3.73K -9 -1%
KCPG
2228
Kavar Capital Partners Group
Kansas
$313K – – –
TWMP
2229
Taylor Wealth Management Partners
Massachusetts
$312K +$41.8K +101 +14%
WAG
2230
Winthrop Advisory Group
Massachusetts
$311K -$87.8K -212 -21%
SW
2231
SkyOak Wealth
Michigan
$311K -$26.5K -64 -7%
FFG
2232
Fortem Financial Group
California
$310K – – –
TA
2233
Trellis Advisors
Washington
$309K – – –
SAM
2234
SignalPoint Asset Management
Missouri
$309K +$1.66K +4 +0.5%
BWM
2235
Baystate Wealth Management
Massachusetts
$309K +$15.3K +37 +5%
RG
2236
Rathbones Group
United Kingdom
$308K -$59.6K -144 -15%
NCM
2237
Noesis Capital Mangement
Florida
$308K – – –
EAM
2238
Evanson Asset Management
California
$307K – – –
JCM
2239
Jag Capital Management
Missouri
$307K – – –
RWP
2240
Ridgecrest Wealth Partners
California
$306K -$19.5K -47 -6%
WPC
2241
Waters Parkerson & Co
Louisiana
$306K -$10.4K -25 -3%
SF
2242
Symphony Financial
Texas
$305K -$203K -489 -39%
DIM
2243
Delta Investment Management
California
$304K +$1.24K +3 +0.4%
CFA
2244
Capstone Financial Advisors
Illinois
$303K -$137K -330 -30%
ZIG
2245
Zuckerman Investment Group
Illinois
$302K +$26.1K +63 +9%
AOWM
2246
Alpha Omega Wealth Management
Virginia
$300K -$31.9K -77 -9%
WAM
2247
Wolverine Asset Management
Illinois
$300K +$318K +768 New
NOI
2248
Newton One Investments
Delaware
$299K – – –
RI
2249
Redwood Investments
Massachusetts
$299K – – –
NG
2250
Northstar Group
New York
$298K – – –
88 89
90
91 92