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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SCFS
2251
S.C. Financial Services
Arizona
$554K -$26.6K -53 -5%
AFG
2252
Alterity Financial Group
Maine
$553K +$540K +1,076 New
GWAM
2253
Guardian Wealth Advisors (Minnesota)
Minnesota
$552K – – –
IFPG
2254
Intrepid Financial Planning Group
Indiana
$552K +$540K +1,075 New
WWM
2255
Windsor Wealth Management
Indiana
$551K -$2.39M -4,769 -82%
CC
2256
Chicago Capital
Illinois
$551K +$212K +422 +65%
SFP
2257
Sandbox Financial Partners
Maryland
$550K -$24.1K -48 -4%
EAM
2258
Evanson Asset Management
California
$550K +$149K +297 +38%
FAT
2259
First American Trust
California
$547K -$96.4K -192 -15%
BFIM
2260
Beese Fulmer Investment Management
Ohio
$547K -$2.01K -4 -0.4%
GM
2261
GeoWealth Management
Illinois
$546K -$502 -1 -0.1%
NJBEST
2262
New Jersey Better Educational Savings Trust
New Jersey
$546K – – –
BSB
2263
Bangor Savings Bank
Maine
$544K – – –
D
2264
Dentgroup
Louisiana
$542K +$8.54K +17 +2%
WA
2265
Waddell & Associates
Tennessee
$541K +$35.2K +70 +7%
APW
2266
Austin Private Wealth
Texas
$541K +$41.2K +82 +8%
MWM
2267
Mascoma Wealth Management
New Hampshire
$540K -$18.1K -36 -3%
SIMM
2268
Stillwater Investment Management (Minnesota)
Minnesota
$536K +$1.51K +3 +0.3%
CG
2269
Clarus Group
Texas
$533K +$502 +1 +0.1%
HCM
2270
Hengehold Capital Management
Ohio
$533K +$24.1K +48 +5%
SGK
2271
Steigerwald Gordon & Koch
Virginia
$533K +$72.8K +145 +16%
RCA
2272
Resonant Capital Advisors
Wisconsin
$533K +$122K +242 +30%
CHA
2273
Cooper/Haims Advisors
New York
$530K +$33.1K +66 +7%
BDF
2274
Black Diamond Financial
Maryland
$529K -$32.6K -65 -6%
AIM
2275
Alhambra Investment Management
Florida
$526K -$37.7K -75 -7%
89 90
91
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