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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
2601
Index Fund Advisors
California
$378K – – –
GAM
2602
Garrison Asset Management
Arkansas
$378K +$103K +210 +36%
BMA
2603
Brooks Moore & Associates
Tennessee
$378K – – –
EB
2604
Exchange Bank
California
$377K +$384K +785 New
SL
2605
Sentry LLC
Tennessee
$377K – – –
KLI
2606
Kelman-Lazarov Inc
Tennessee
$377K +$26.4K +54 +7%
WPC
2607
Waters Parkerson & Co
Louisiana
$376K -$1.96K -4 -0.5%
SAG
2608
Spotlight Asset Group
Illinois
$376K +$134K +275 +54%
SFS
2609
Summit Financial Strategies
Ohio
$373K +$380K +777 New
TCM
2610
Triumph Capital Management
Colorado
$373K +$18.1K +37 +5%
IAG
2611
Investmark Advisory Group
Connecticut
$373K +$9.78K +20 +3%
PTC
2612
Philadelphia Trust Company
Pennsylvania
$373K – – –
AFC
2613
AFT Forsyth & Company
Florida
$372K -$15.2K -31 -4%
FPIS
2614
Financial Planning & Information Services
Wisconsin
$372K – – –
KI
2615
Kapitalo Investimentos
Brazil
$372K +$378K +773 New
CP
2616
Castleview Partners
Texas
$371K +$978 +2 +0.3%
CWA
2617
Canvas Wealth Advisors
Kansas
$370K -$91.4K -187 -20%
CISOA
2618
Capital Investment Services of America
Wisconsin
$370K +$79.2K +162 +27%
OWA
2619
Octavia Wealth Advisors
Ohio
$369K +$5.87K +12 +2%
NOI
2620
Newton One Investments
Delaware
$369K +$1.47K +3 +0.4%
KC
2621
Kinloch Capital
Virginia
$368K – – –
FFC
2622
First Financial Corp
Indiana
$368K -$26.4K -54 -7%
OCM
2623
Osterweis Capital Management
California
$367K -$69.9K -143 -16%
TWP
2624
TFO Wealth Partners
Ohio
$367K +$50.9K +104 +16%
KOMWMG
2625
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$366K +$10.3K +21 +3%
103 104
105
106 107