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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
2326
Newbridge Financial Services Group
Florida
$448K +$113K +249 +39%
SGK
2327
Steigerwald Gordon & Koch
Virginia
$446K +$5.43K +12 +1%
IFA
2328
Index Fund Advisors
California
$445K +$402K +887 New
CISOA
2329
Capital Investment Services of America
Wisconsin
$444K – – –
CIG
2330
Cairn Investment Group
Washington
$443K +$30.8K +68 +8%
MHR
2331
Matthew Hamilton Rosenberg
$442K -$453 -1 -0.1%
COCM
2332
Charter Oak Capital Management
New Hampshire
$442K +$9.51K +21 +2%
WDG
2333
Wealth Dimensions Group
Ohio
$441K +$57.5K +127 +17%
BFG
2334
Bouchey Financial Group
New York
$441K +$398K +879 New
HWA
2335
HHM Wealth Advisors
Tennessee
$440K – – –
PO
2336
Private Ocean
California
$438K – – –
PPWM
2337
PFG Private Wealth Management
Florida
$437K -$15.8K -35 -4%
CC
2338
Courier Capital
New York
$437K -$5.43K -12 -1%
OCM
2339
Objective Capital Management
Ohio
$437K +$394K +871 New
FTC
2340
Farmers Trust Company
Ohio
$436K – – –
CFO
2341
Custos Family Office
Texas
$435K +$392K +865 New
PPW
2342
Pasadena Private Wealth
California
$435K +$392K +867 New
BFG
2343
Barber Financial Group
Kansas
$434K -$20.4K -45 -5%
RFA
2344
Resurgent Financial Advisors
Georgia
$434K +$391K +864 New
CFA
2345
CWS Financial Advisors
Michigan
$433K +$391K +863 New
EA
2346
Ellsworth Advisors
Ohio
$431K -$24.4K -54 -6%
CG
2347
Clarus Group
Texas
$431K -$7.7K -17 -2%
CAM
2348
CenterStar Asset Management
Illinois
$431K – – –
SAM
2349
Satovsky Asset Management
New York
$429K +$1.36K +3 +0.4%
FIBT
2350
First International Bank & Trust
North Dakota
$426K +$384K +848 New
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