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Humana
HUM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
701
Segment Wealth Management
Texas
$450K – – –
BAM
702
Blueshift Asset Management
New Jersey
$450K +$461K +878 New
SC
703
SRB Corp
Massachusetts
$446K – – –
AT
704
American Trust
Kentucky
$445K -$7.36K -14 -2%
CFG
705
Citizens Financial Group
Rhode Island
$444K – – –
DBT
706
Dubuque Bank & Trust
Iowa
$442K – – –
WDG
707
Wealth Dimensions Group
Ohio
$440K – – –
LWM
708
Laidlaw Wealth Management
New York
$438K +$24.2K +46 +6%
9WM
709
9258 Wealth Management
Ohio
$436K +$101K +193 +29%
TFCP
710
Twin Focus Capital Partners
Massachusetts
$435K -$1.05K -2 -0.2%
CIP
711
Convergence Investment Partners
Florida
$430K +$194K +370 +79%
AMC
712
Asset Management Corp
Illinois
$427K -$209K -398 -32%
1WA
713
180 Wealth Advisors
Washington
$427K +$3.15K +6 +0.7%
ECM
714
Evergreen Capital Management
Washington
$427K +$62K +118 +17%
CFG
715
Cooper Financial Group
California
$427K – – –
CIA
716
CCM Investment Advisers
South Carolina
$415K – – –
CBTWT
717
Community Bank & Trust (Waco, Texas)
Texas
$415K -$15.8K -30 -4%
WANY
718
Wealthspire Advisors (New York)
New York
$414K +$425K +808 New
FF
719
Fluent Financial
Texas
$414K -$1.01M -1,926 -70%
HSA
720
HBK Sorce Advisory
Pennsylvania
$412K +$423K +804 New
VF
721
Virtu Financial
New York
$411K +$422K +803 New
HIM
722
Hillsdale Investment Management
Ontario, Canada
$410K +$420K +800 New
KCG
723
Kinsale Capital Group
Virginia
$410K +$420K +800 New
LSWM
724
Lorne Steinberg Wealth Management
Canada
$410K +$420K +800 New
SCM
725
Shelton Capital Management
Colorado
$409K – – –
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