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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2276
Pathway Financial Advisors
Vermont
$554K – – –
MWM
2277
Mascoma Wealth Management
New Hampshire
$554K +$54K +112 +11%
PHAM
2278
Palisades Hudson Asset Management
Florida
$550K – – –
GWAM
2279
Guardian Wealth Advisors (Minnesota)
Minnesota
$548K – – –
TWM
2280
Thrive Wealth Management
Pennsylvania
$548K +$52.6K +109 +11%
GSEP
2281
Golden State Equity Partners
California
$547K -$15K -31 -3%
SFWC
2282
Strategic Family Wealth Counselors
New Jersey
$546K +$28K +58 +6%
HFP
2283
Holistic Financial Partners
Indiana
$546K +$38.6K +80 +8%
BFIM
2284
Beese Fulmer Investment Management
Ohio
$545K -$35.7K -74 -6%
OPA
2285
Old Port Advisors
Maine
$544K -$20.7K -43 -4%
GM
2286
GeoWealth Management
Illinois
$544K -$6.27K -13 -1%
PIMG
2287
Patriot Investment Management Group
Tennessee
$542K -$19.3K -40 -4%
NJBEST
2288
New Jersey Better Educational Savings Trust
New Jersey
$542K – – –
BSB
2289
Bangor Savings Bank
Maine
$541K -$30.9K -64 -6%
FNBOH
2290
First National Bank of Hutchinson
Kansas
$540K +$39.1K +81 +8%
GLA
2291
Good Life Advisors
Pennsylvania
$536K +$44.4K +92 +10%
SIMM
2292
Stillwater Investment Management (Minnesota)
Minnesota
$531K +$1.45K +3 +0.3%
COCM
2293
Charter Oak Capital Management
New Hampshire
$530K +$76.7K +159 +18%
D
2294
Dentgroup
Louisiana
$529K +$1.45K +3 +0.3%
CG
2295
Clarus Group
Texas
$529K +$31.8K +66 +7%
WCP
2296
Wick Capital Partners
Pennsylvania
$528K -$134K -278 -21%
FANJ
2297
Financial Architects (New Jersey)
New Jersey
$528K +$28K +58 +6%
TCM
2298
Teza Capital Management
Illinois
$527K -$144K -298 -22%
CWA
2299
Clarus Wealth Advisors
Arizona
$526K -$9.16K -19 -2%
CFG
2300
Cooper Financial Group
California
$526K +$498K +1,032 New
90 91
92
93 94