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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SN
2376
Sittner & Nelson
Oregon
$222K – – –
HIS
2377
Harvest Investment Services
Illinois
$222K +$4.14K +10 +2%
CFG
2378
Cooper Financial Group
California
$220K -$4.97K -12 -2%
GIM
2379
Guild Investment Management
California
$220K – – –
ZCA
2380
Zeke Capital Advisors
Pennsylvania
$220K +$234K +564 New
PGIM
2381
Pacific Global Investment Management
California
$217K – – –
ARC
2382
Advisor Resource Council
Texas
$216K -$605K -1,460 -72%
BBW
2383
Blue Barn Wealth
Utah
$216K +$229K +554 New
SFO
2384
Standard Family Office
South Dakota
$215K -$2.26M -5,460 -91%
HHAM
2385
HITE Hedge Asset Management
Massachusetts
$215K – – –
PCM
2386
Poehling Capital Management
Wisconsin
$215K – – –
LWM
2387
Loveless Wealth Management
Montana
$215K +$227K +549 New
BAM
2388
Bruderman Asset Management
New York
$214K – – –
ACM
2389
Alamar Capital Management
California
$214K +$227K +547 New
BMCM
2390
Burns Matteson Capital Management
New York
$212K +$225K +544 New
AIM
2391
Axiom Investment Management
New York
$212K -$41.8K -101 -16%
AWP
2392
Abacus Wealth Partners
California
$212K -$25.3K -61 -10%
CCM
2393
Carderock Capital Management
Maryland
$211K -$1.82M -4,392 -89%
BBHBI
2394
B, B, H, & B Inc
Alabama
$211K -$9.53K -23 -4%
B
2395
Bridgeworth
Alabama
$211K -$2.48K -6 -1%
DA
2396
Dash Acquisitions
California
$211K +$224K +541 New
FSWA
2397
Financial Synergies Wealth Advisors
Texas
$210K – – –
C1AG
2398
Client 1st Advisory Group
Florida
$210K +$9.53K +23 +4%
NIM
2399
NuWave Investment Management
New Jersey
$209K -$113K -272 -34%
CIC
2400
Cornercap Investment Counsel
Georgia
$208K -$362K -873 -62%
94 95
96
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