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Humana
HUM

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
651
Ballentine Partners
Massachusetts
$226K -$172K -688 -43%
DM
652
Deerfield Management
New York
$224K – – –
TCA
653
Transcend Capital Advisors
New Jersey
$224K -$103K -414 -31%
PJWM
654
Philip James Wealth Mangement
Georgia
$223K +$6.73K +27 +3%
BS
655
Banco Santander
Spain
$222K -$4.24K -17 -2%
FT
656
Fiduciary Trust
Massachusetts
$222K +$20.2K +81 +10%
SWM
657
Segment Wealth Management
Texas
$221K +$225K +904 New
MWM
658
Modera Wealth Management
New Jersey
$220K +$7.98K +32 +4%
BOH
659
Bank of Hawaii
Hawaii
$220K – – –
VWM
660
Venturi Wealth Management
Texas
$218K +$222K +892 New
CFB
661
Cullen/Frost Bankers
Texas
$218K -$21.4K -86 -9%
MWM
662
Mindset Wealth Management
Indiana
$217K +$9.47K +38 +4%
DWT
663
Dorsey & Whitney Trust
South Dakota
$216K -$56.1K -225 -20%
WDG
664
Wealth Dimensions Group
Ohio
$216K -$2K -8 -0.9%
PWMAG
665
Pinnacle Wealth Management Advisory Group
New Jersey
$216K -$74.5K -299 -25%
RS
666
R Squared
Hong Kong
$214K +$218K +875 New
HIP
667
HUB Investment Partners
Texas
$212K +$216K +868 New
SRC
668
Shufro Rose & Co
New York
$210K – – –
FHA
669
Flagship Harbor Advisors
Massachusetts
$208K -$37.1K -149 -15%
PA
670
Parallel Advisors
California
$205K +$1.75K +7 +0.8%
PFM
671
Patton Fund Management
Texas
$203K +$207K +832 New
BRWA
672
B. Riley Wealth Advisors
Florida
$201K -$146K -587 -42%
RWP
673
Revolve Wealth Partners
New Jersey
$200K +$1.25K +5 +0.6%
IA
674
IFP Advisors
Florida
$195K +$62.3K +250 +46%
MCM
675
Manchester Capital Management
Vermont
$193K -$16.5K -66 -8%
25 26
27
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