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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
JWWM
2226
Johnson & White Wealth Management
Pennsylvania
$695K +$8.31K +17 +1%
GLA
2227
Good Life Advisors
Pennsylvania
$694K +$99.8K +204 +16%
WHCI
2228
W.H. Cornerstone Investments
Massachusetts
$692K +$80.2K +164 +13%
SFA
2229
Source Financial Advisors
New York
$692K +$36.7K +75 +5%
ODFS
2230
O'Donnell Financial Services
California
$690K -$94.9K -194 -12%
SL
2231
Salomon & Ludwin
Virginia
$689K +$132K +270 +23%
CPC
2232
Congress Park Capital
New York
$687K +$78.2K +160 +13%
CWM
2233
Castle Wealth Management
Florida
$687K +$11.2K +23 +2%
CA
2234
Claris Advisors
Missouri
$687K +$699K +1,429 New
VWA
2235
V Wealth Advisors
Kansas
$687K -$4.89K -10 -0.7%
FAFN
2236
First Affirmative Financial Network
Colorado
$686K -$19.1K -39 -3%
TF
2237
Tompkins Financial
New York
$685K -$5.38K -11 -0.8%
WEPOG
2238
Wealth Enhancement & Preservation of GA
Georgia
$684K +$58.2K +119 +9%
BWM
2239
Baron Wealth Management
Michigan
$680K +$5.38K +11 +0.8%
IAMOG
2240
Investors Asset Management of Georgia
Georgia
$678K – – –
CA
2241
Carson Advisory
Georgia
$677K +$372K +761 +117%
SWA
2242
SFMG Wealth Advisors
Texas
$677K -$83.1K -170 -11%
SFPG
2243
Stonebridge Financial Planning Group
Florida
$676K -$6.85K -14 -1%
IAIM
2244
Industrial Alliance Investment Management
Quebec, Canada
$675K -$78.2M -159,893 -99%
ZIC
2245
ZWJ Investment Counsel
Georgia
$675K +$14.7K +30 +2%
MCA
2246
MSH Capital Advisors
Arizona
$674K +$128K +262 +23%
VDBMI
2247
Van Den Berg Management I
Texas
$673K +$685K +1,401 New
RFO
2248
RiverGlades Family Offices
Florida
$673K – – –
C
2249
CEDRUS
Colorado
$672K -$2.44K -5 -0.4%
PSP
2250
Principal Street Partners
Tennessee
$670K -$2.93K -6 -0.4%
88 89
90
91 92