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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2451
Mosley Wealth Management
California
$753K +$68.8K +121 +9%
FOA
2452
Five Oceans Advisors
California
$753K -$157K -276 -16%
MAM
2453
Marotta Asset Management
Virginia
$753K – – –
CL
2454
CLG LLC
California
$751K +$844K +1,485 New
LA
2455
Lifeworks Advisors
Michigan
$751K +$22.2K +39 +3%
PC
2456
Permanens Capital
New York
$751K – – –
BAAM
2457
Baker Avenue Asset Management
California
$749K -$102K -179 -11%
SIM
2458
SSI Investment Management
California
$749K – – –
CG
2459
Clifford Group
Massachusetts
$748K +$5.68K +10 +0.7%
KCM
2460
KRS Capital Management
Michigan
$748K -$61.9K -109 -7%
PI
2461
Parkside Investments
Illinois
$747K +$44.3K +78 +6%
BWM
2462
Buska Wealth Management
Wisconsin
$744K +$88.6K +156 +12%
ODFS
2463
O'Donnell Financial Services
California
$743K -$68.2K -120 -8%
GL
2464
Gerber LLC
Ohio
$740K – – –
GCM
2465
GKV Capital Management
California
$739K +$830K +1,460 New
SC
2466
Steph & Co
Wisconsin
$738K -$21K -37 -2%
LG
2467
LaFleur & Godfrey
Michigan
$737K -$1.65M -2,901 -67%
FWM
2468
FFT Wealth Management
Pennsylvania
$736K +$95.5K +168 +13%
JGIA
2469
Jackson Grant Investment Advisers
Connecticut
$734K -$33K -58 -4%
SC
2470
Summa Corp
Texas
$733K -$26.7K -47 -3%
HVP
2471
Hudson Value Partners
Florida
$732K +$214K +377 +35%
GPI
2472
General Partner Inc
Pennsylvania
$731K – – –
PCM
2473
Permanent Capital Management
Illinois
$729K +$819K +1,442 New
TA
2474
TCM Advisors
West Virginia
$725K – – –
SFG
2475
Sather Financial Group
Texas
$721K -$84.7K -149 -9%
97 98
99
100 101