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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AAMA
801
Advanced Asset Management Advisors
Ohio
$7.22M – – –
CAM
802
Cubic Asset Management
Massachusetts
$7.21M -$234K -675 -3%
FFN
803
Focus Financial Network
Minnesota
$7.2M -$8.07M -23,290 -55%
EP
804
Edgestream Partners
New Jersey
$7.17M +$6.68M +19,279 New
GCMG
805
Gyroscope Capital Management Group
Florida
$7.17M -$713K -2,059 -10%
JWM
806
Jackson Wealth Management
Florida
$7.13M +$1.74M +5,029 +36%
CIM
807
Contravisory Investment Management
Massachusetts
$7.12M -$216K -622 -3%
DCP
808
Distillate Capital Partners
Illinois
$7.11M +$1.55M +4,486 +31%
GFG
809
Greystone Financial Group
Michigan
$7.08M +$27.7K +80 +0.5%
CAC
810
Core Alternative Capital
Georgia
$7.07M +$461K +1,329 +8%
CWM
811
Chronos Wealth Management
Florida
$7.04M -$65.8K -190 -1%
FB
812
Fulton Bank
Pennsylvania
$7.01M +$908K +2,621 +16%
OCM
813
Oakwood Capital Management
California
$7.01M +$78.7K +227 +1%
WF
814
WoodTrust Financial
Wisconsin
$7M +$70.7K +204 +1%
NO
815
Ninety One
South Africa
$6.98M +$104K +300 +2%
CT
816
Caldwell Trust
Florida
$6.97M +$107K +310 +2%
PFO
817
Pathstone Family Office
New Jersey
$6.97M +$5.21M +15,037 +408%
SBIA
818
Sheaff Brock Investment Advisors
Indiana
$6.96M -$59.3K -171 -0.9%
HCMT
819
Highland Capital Management (Tennessee)
Tennessee
$6.94M -$490K -1,413 -7%
BWA
820
Burt Wealth Advisors
Maryland
$6.92M -$370K -1,067 -5%
SCA
821
Stonebridge Capital Advisors
Minnesota
$6.92M +$137K +395 +2%
MYLI
822
Meiji Yasuda Life Insurance
Japan
$6.9M -$287K -827 -4%
TCBWMS
823
Texas Capital Bank Wealth Management Services
Texas
$6.86M +$559K +1,612 +10%
FMTC
824
Farmers & Merchants Trust Company
California
$6.85M -$117K -337 -2%
KNW
825
Kesler Norman & Wride
Utah
$6.77M +$86.3K +249 +1%
31 32
33
34 35