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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
2451
Gables Capital Management
Florida
$666K +$71.6K +140 +12%
OP
2452
ORG Partners
Indiana
$665K -$495K -969 -45%
DI
2453
DDFG Inc
California
$664K – – –
PC
2454
Prairiewood Capital
North Dakota
$663K – – –
DI
2455
Disciplined Investors
Texas
$663K +$1.02K +2 +0.2%
WFA
2456
Wellspring Financial Advisors
Ohio
$661K -$15.8K -31 -2%
VIP
2457
Vista Investment Partners
Oklahoma
$661K +$228K +446 +55%
EAM
2458
Empirical Asset Management
Massachusetts
$660K +$286K +559 +80%
GKWIM
2459
Gerber Kawasaki Wealth & Investment Management
California
$659K +$41.9K +82 +7%
SWA
2460
SOA Wealth Advisors
New York
$659K -$5.62K -11 -0.9%
WT
2461
Washington Trust
Rhode Island
$658K -$3.07K -6 -0.5%
KFA
2462
Kelleher Financial Advisors
New York
$657K -$1.05M -2,061 -62%
GWP
2463
Gateway Wealth Partners
Wisconsin
$656K +$48.6K +95 +8%
LA
2464
Latitude Advisors
Florida
$655K -$146K -285 -19%
CPC
2465
Congress Park Capital
New York
$655K +$84.3K +165 +15%
LWP
2466
LeClair Wealth Partners
Ohio
$653K -$718K -1,404 -53%
TSWM
2467
Tyler-Stone Wealth Management
Ohio
$652K -$60.8K -119 -9%
BFS
2468
Bard Financial Services
Connecticut
$652K -$391K -765 -38%
BMC
2469
Benin Management Corp
Connecticut
$652K +$273K +535 +75%
CG
2470
Clifford Group
Massachusetts
$652K -$120K -235 -16%
MWM
2471
Mindset Wealth Management
Indiana
$651K -$145K -284 -19%
MPW
2472
Monterey Private Wealth
California
$648K +$2.04K +4 +0.3%
AA
2473
Auxano Advisors
Washington
$648K +$4.6K +9 +0.7%
NA
2474
Navellier & Associates
Nevada
$645K +$2.56K +5 +0.3%
COCM
2475
Charter Oak Capital Management
New Hampshire
$643K -$87.9K -172 -12%
97 98
99
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