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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
IFPG
2451
Intrepid Financial Planning Group
Indiana
$698K – – –
AA
2452
Auxano Advisors
Washington
$695K +$54.3K +96 +9%
CGA
2453
Crescent Grove Advisors
Illinois
$694K -$65.6K -116 -9%
FA
2454
FDx Advisors
Illinois
$690K +$120K +213 +22%
NBT
2455
Northwest Bank & Trust
Iowa
$690K – – –
ACM
2456
Armbruster Capital Management
New York
$689K +$1.7K +3 +0.3%
BMMM
2457
Boston Mountain Money Management
Arkansas
$689K -$30K -53 -4%
MAM
2458
Marquette Asset Management
Minnesota
$688K -$57.7K -102 -8%
LAM
2459
Lewis Asset Management
California
$687K +$36.2K +64 +6%
VWA
2460
Visionary Wealth Advisors
Illinois
$686K +$30K +53 +5%
NCTC
2461
New Covenant Trust Company
Indiana
$686K +$89.4K +158 +15%
BBNB
2462
Baker Boyer National Bank
Washington
$686K – – –
VC
2463
Veracity Capital
Georgia
$684K +$35.6K +63 +6%
FHC
2464
First Heartland Consultants
Missouri
$682K +$23.8K +42 +4%
CP
2465
Castleview Partners
Texas
$681K -$1.7K -3 -0.3%
CFMC
2466
Curbstone Financial Management Corp
New Hampshire
$681K -$23.8K -42 -3%
PPW
2467
Parcion Private Wealth
Washington
$679K -$191K -338 -23%
4WM
2468
49 Wealth Management
Texas
$678K +$330K +584 +102%
TA
2469
Tectonic Advisors
Texas
$678K +$2.26K +4 +0.3%
C
2470
CEDRUS
Colorado
$677K +$5.66K +10 +0.9%
HFS
2471
Heritage Financial Services
Massachusetts
$675K -$46.9K -83 -7%
AIA
2472
Angeles Investment Advisors
California
$675K +$20.9K +37 +3%
AWM
2473
Aprio Wealth Management
Georgia
$675K +$101K +179 +18%
GKWIM
2474
Gerber Kawasaki Wealth & Investment Management
California
$673K -$58.3K -103 -8%
MCM
2475
Mendel Capital Management
Arkansas
$672K +$18.7K +33 +3%
97 98
99
100 101