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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
2226
Investment Partners
Ohio
$930K -$470K -919 -34%
AMG
2227
Asset Management Group
Connecticut
$929K +$3.07K +6 +0.3%
SIM
2228
Synergy Investment Management
Florida
$928K – – –
FWMP
2229
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$925K +$58.3K +114 +7%
FFBTD
2230
First Financial Bank - Trust Division
Ohio
$924K -$317K -621 -26%
WWM
2231
Wolff Wiese Magana
California
$922K +$683K +1,337 +315%
4WM
2232
49 Wealth Management
Texas
$922K +$259K +507 +40%
WB
2233
Webster Bank
Connecticut
$920K -$116K -226 -11%
PCM
2234
Presidio Capital Management
California
$919K -$4.09K -8 -0.5%
CCG
2235
Catalina Capital Group
California
$919K -$1.17M -2,279 -56%
BC
2236
Broadwater Capital
Massachusetts
$919K – – –
VBFP
2237
Valtinson Bruner Financial Planning
Minnesota
$917K +$12.8K +25 +1%
NSIM
2238
North Star Investment Management
Illinois
$917K -$48.1K -94 -5%
NG
2239
Novem Group
New York
$915K +$29.6K +58 +3%
CAM
2240
Campion Asset Management
Virginia
$915K -$35.8K -70 -4%
SB
2241
Sunflower Bank
Texas
$914K +$1.53K +3 +0.2%
AWS
2242
Aspen Wealth Strategies
Colorado
$914K -$15.3K -30 -2%
GWSG
2243
GPS Wealth Strategies Group
Colorado
$914K -$93.5K -183 -9%
CCFM
2244
Clear Creek Financial Management
Washington
$910K +$78.2K +153 +10%
PNC
2245
Park National Corp
Ohio
$910K -$128K -251 -13%
TA
2246
TCM Advisors
West Virginia
$908K – – –
TF
2247
Tudor Financial
Ohio
$905K -$25K -49 -3%
IWA
2248
Invera Wealth Advisors
Oregon
$904K -$569K -1,114 -39%
CIC
2249
Crawford Investment Counsel
Georgia
$902K -$189K -370 -18%
BPW
2250
Bingham Private Wealth
California
$901K -$30.2K -59 -3%
88 89
90
91 92