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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2676
Cornerstone Capital
California
$552K – – –
DWS
2677
Discipline Wealth Solutions
South Carolina
$552K +$78.4K +138 +14%
RRCM
2678
Rappaport Reiches Capital Management
Illinois
$552K +$2.84K +5 +0.5%
GCA
2679
Genesee Capital Advisors
New York
$552K +$57.4K +101 +10%
II
2680
Impact Investors
California
$551K +$619K +1,089 New
3F
2681
360 Financial
Minnesota
$550K +$142K +250 +30%
PFA
2682
Pathway Financial Advisors
Vermont
$550K -$2.84K -5 -0.5%
BFAG
2683
Blackston Financial Advisory Group
Florida
$549K +$69.9K +123 +13%
SP
2684
Successful Portfolios
Florida
$549K +$10.2K +18 +2%
CPC
2685
Congress Park Capital
New York
$549K +$19.9K +35 +3%
NL
2686
Navalign LLC
California
$547K +$2.27K +4 +0.4%
PHAM
2687
Palisades Hudson Asset Management
Florida
$546K – – –
SAF
2688
Smith Anglin Financial
Texas
$545K -$80.1K -141 -12%
DFP
2689
Defined Financial Planning
California
$544K +$611K +1,076 New
IIM
2690
Ipswich Investment Management
Massachusetts
$542K -$6.82K -12 -1%
AF
2691
Atala Financial
California
$542K +$609K +1,072 New
SRC
2692
Sage Rhino Capital
California
$542K -$19.9K -35 -3%
SNBOSD
2693
Security National Bank of So Dak
Iowa
$542K +$80.1K +141 +15%
CVM
2694
Cheviot Value Management
California
$541K +$67K +118 +12%
BOM
2695
Bank of Marin
California
$541K +$134K +236 +28%
BOH
2696
Bank of Hawaii
Hawaii
$539K -$1.82M -3,198 -75%
BFA
2697
Benedict Financial Advisors
Georgia
$539K +$5.11K +9 +0.9%
GA
2698
Guerra Advisors
Florida
$537K +$603K +1,062 New
CCC
2699
Compass Capital Corp
Massachusetts
$535K +$597K +1,050 New
AFW
2700
Avantra Family Wealth
Pennsylvania
$535K +$601K +1,058 New
106 107
108
109 110