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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
2376
Fi3 Financial Advisors
Indiana
$544K +$102K +208 +24%
CCFM
2377
Clear Creek Financial Management
Washington
$543K -$108K -220 -17%
RVPG
2378
Relative Value Partners Group
$543K +$530K +1,076 New
BCM
2379
Bourgeon Capital Management
Connecticut
$543K -$123K -250 -19%
MC
2380
Maverick Capital
Texas
$543K +$211K +428 +66%
NWM
2381
Northwest Wealth Management
Iowa
$542K +$3.44K +7 +0.7%
HWA
2382
HHM Wealth Advisors
Tennessee
$541K – – –
SCA
2383
STALEY CAPITAL ADVISERS
Pennsylvania
$541K +$34K +69 +7%
ILI
2384
Invesco LLC (Illinois)
Illinois
$540K -$198K -403 -27%
VAFP
2385
Vahanian & Associates Financial Planning
New York
$540K +$527K +1,071 New
TA
2386
TFB Advisors
Kansas
$538K +$72.3K +147 +16%
RIG
2387
Renaissance Investment Group
Massachusetts
$537K -$24.6K -50 -4%
HCM
2388
Harvey Capital Management
Florida
$537K – – –
SAM
2389
SignalPoint Asset Management
Missouri
$537K +$49.2K +100 +10%
BDF
2390
Black Diamond Financial
Maryland
$537K -$10.3K -21 -2%
GCM
2391
Gables Capital Management
Florida
$536K – – –
NJBEST
2392
New Jersey Better Educational Savings Trust
New Jersey
$536K – – –
IIC
2393
Integrated Investment Consultants
Michigan
$535K -$271K -550 -34%
KA
2394
Klingman & Associates
New York
$535K +$492 +1 +0.1%
BMO
2395
Beck Mack & Oliver
New York
$534K +$27.1K +55 +5%
BWM
2396
BCS Wealth Management
Tennessee
$533K – – –
FCIM
2397
Fairview Capital Investment Management
California
$532K – – –
PPW
2398
Parcion Private Wealth
Washington
$532K +$202K +410 +63%
ICM
2399
Ionic Capital Management
New York
$530K +$517K +1,051 New
VWM
2400
Valley Wealth Managers
New Jersey
$529K +$15.3K +31 +3%
94 95
96
97 98