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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
IMA
2251
Investment Management Associates
Colorado
$213K +$204K +608 New
MSA
2252
Marino Stram & Associates
Massachusetts
$213K +$204K +608 New
LWM
2253
Liberty Wealth Management
California
$212K -$79.1K -236 -27%
TF
2254
TRH Financial
Iowa
$212K -$23.8K -71 -11%
AC
2255
Alley Company
Illinois
$212K -$16.4K -49 -7%
CWA
2256
Clarus Wealth Advisors
Arizona
$212K +$197K +588 New
CA
2257
CapWealth Advisors
Tennessee
$212K +$203K +605 New
FCMT
2258
Founders Capital Management (Texas)
Texas
$212K +$203K +605 New
LSPW
2259
Lake Street Private Wealth
Illinois
$212K +$203K +605 New
EIP
2260
Ellis Investment Partners
Pennsylvania
$211K – – –
PFS
2261
Physicians Financial Services
North Carolina
$211K +$201K +601 New
SBWIC
2262
Schaper Benz & Wise Investment Counsel
Wisconsin
$211K +$201K +601 New
TFCP
2263
Twin Focus Capital Partners
Massachusetts
$211K +$202K +603 New
GKWIM
2264
Gerber Kawasaki Wealth & Investment Management
California
$210K -$31.8K -95 -14%
TVAMP
2265
Tennessee Valley Asset Management Partners
Tennessee
$210K +$201K +599 New
BMC
2266
Beaton Management Company
Massachusetts
$210K +$201K +600 New
IAA
2267
Ironsides Asset Advisors
North Carolina
$210K +$201K +600 New
KLI
2268
Kelman-Lazarov Inc
Tennessee
$210K +$201K +600 New
SAM
2269
SignalPoint Asset Management
Missouri
$209K -$23.5K -70 -10%
SHJ
2270
Sharkey, Howes & Javer
Colorado
$209K +$199K +595 New
GIP
2271
Greatmark Investment Partners
Georgia
$209K +$200K +596 New
UWPG
2272
Ullmann Wealth Partners Group
Florida
$208K -$31.8K -95 -14%
RZH
2273
Relyea Zuckerberg Hanson
Connecticut
$208K +$199K +593 New
DWP
2274
Destiny Wealth Partners
Florida
$208K +$199K +594 New
AP
2275
Adero Partners
California
$207K +$197K +589 New
89 90
91
92 93