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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2251
Bluesphere Advisors
Pennsylvania
$485K +$594K +1,555 New
TPWA
2252
TRUE Private Wealth Advisors
Oregon
$484K +$424K +1,109 +250%
WFA
2253
WMG Financial Advisors
Tennessee
$484K +$153K +400 +35%
SOAMC
2254
Spirit of America Management Corp
New York
$484K – – –
KCPG
2255
Kavar Capital Partners Group
Kansas
$482K +$76.4K +200 +15%
WAG
2256
Winthrop Advisory Group
Massachusetts
$482K +$137K +359 +30%
BFA
2257
Buttonwood Financial Advisors
Maryland
$482K -$46.6K -122 -7%
LA
2258
Lifeworks Advisors
Michigan
$481K +$25.6K +67 +5%
AT
2259
Arlington Trust
Alabama
$481K -$224K -587 -28%
VP
2260
Verum Partners
North Carolina
$481K +$10.7K +28 +2%
FFA
2261
Fairfield Financial Advisors
Massachusetts
$479K -$320K -836 -35%
CA
2262
Cache Advisors
California
$479K +$219K +573 +60%
NWAG
2263
Net Worth Advisory Group
Utah
$479K -$805K -2,107 -58%
DIP
2264
DT Investment Partners
Pennsylvania
$478K – – –
RFG
2265
RFP Financial Group
Georgia
$477K +$1.53K +4 +0.3%
SWP
2266
Summit Wealth Partners
Florida
$477K +$14.5K +38 +3%
GC
2267
Gilbert & Cook
Iowa
$477K -$29.4K -77 -5%
MWM
2268
Mindset Wealth Management
Indiana
$476K +$108K +283 +23%
FNBSF
2269
First National Bank Sioux Falls
South Dakota
$476K – – –
NRWA
2270
North Ridge Wealth Advisors
Oregon
$475K -$138K -360 -19%
DA
2271
Detalus Advisors
Missouri
$475K -$7.26K -19 -1%
GIM
2272
Grassi Investment Management
California
$473K +$63.8K +167 +12%
DF
2273
Dunhill Financial
United Kingdom
$472K +$435K +1,138 +303%
GKWIM
2274
Gerber Kawasaki Wealth & Investment Management
California
$472K +$97.1K +254 +20%
CTC
2275
Corundum Trust Company
South Dakota
$470K -$42.8K -112 -7%
89 90
91
92 93