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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
2351
Resurgent Financial Advisors
Georgia
$715K +$18.6K +38 +3%
SFS
2352
Summit Financial Strategies
Ohio
$714K -$23K -47 -3%
FA
2353
Fiduciary Alliance
South Carolina
$713K +$285K +582 +69%
TC
2354
TradeLink Capital
Illinois
$713K +$686K +1,400 New
VNA
2355
Valley National Advisers
Pennsylvania
$711K +$52K +106 +8%
JWM
2356
Janiczek Wealth Management
Colorado
$709K -$207K -422 -23%
CAS
2357
Coppell Advisory Solutions
Texas
$707K +$680K +1,388 New
PEA
2358
Park Edge Advisors
Ohio
$705K -$81.9K -167 -11%
VA
2359
Verdad Advisers
Massachusetts
$703K +$166K +339 +33%
HWM
2360
Hemington Wealth Management
Virginia
$702K -$10.3K -21 -2%
ASBI
2361
American State Bank (Iowa)
Iowa
$700K +$39.7K +81 +6%
WWM
2362
Whalen Wealth Management
Nevada
$699K +$490 +1 +0.1%
WCM
2363
Washington Capital Management
Washington
$698K -$19.6K -40 -3%
TAM
2364
Townsend Asset Management
North Carolina
$698K -$494K -1,007 -42%
WCM
2365
WealthBridge Capital Management
Ohio
$696K -$64.7K -132 -9%
CWS
2366
Cypress Wealth Services
California
$695K +$40.7K +83 +6%
HCP
2367
Holt Capital Partners
Texas
$695K +$66.7K +136 +11%
KCPG
2368
Kavar Capital Partners Group
Kansas
$695K +$56.4K +115 +9%
SMH
2369
Sanders Morris Harris
Texas
$694K – – –
BLC
2370
Brown, Lisle/Cummings
Rhode Island
$693K – – –
PBO
2371
Peoples Bank (Ohio)
Ohio
$690K +$95.6K +195 +17%
CPC
2372
Congress Park Capital
New York
$689K +$13.7K +28 +2%
VWM
2373
Vigilare Wealth Management
Arizona
$688K +$66.7K +136 +11%
BA
2374
Birinyi Associates
Connecticut
$688K -$2.15M -4,385 -76%
CPRC
2375
Consolidated Portfolio Review Corp
New York
$686K -$490 -1 -0.1%
93 94
95
96 97