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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
926
Meritage Portfolio Management
Kansas
$3.68M -$158K -553 -4%
NONA
927
Ninety One North America
New York
$3.68M – – –
TI
928
tru Independence
Oregon
$3.68M -$38.7K -135 -1%
CCM
929
Coldstream Capital Management
Washington
$3.68M -$173K -603 -5%
CCM
930
Carderock Capital Management
Maryland
$3.68M -$15.8K -55 -0.4%
CAL
931
Capital Analysts LLC
Pennsylvania
$3.67M -$221K -773 -6%
SFA
932
Souders Financial Advisors
Ohio
$3.65M +$1.31M +4,576 +59%
JRP
933
Jasper Ridge Partners
California
$3.65M – – –
MA
934
Montag & Associates
Georgia
$3.63M +$3.15K +11 +0.1%
SCM
935
Schnieders Capital Management
California
$3.61M -$33.8K -118 -1%
MCM
936
Makena Capital Management
California
$3.6M +$2.11M +7,355 +151%
AWM
937
Avior Wealth Management
Nebraska
$3.6M -$244K -850 -7%
KIA
938
KCM Investment Advisors
California
$3.6M -$34.4K -120 -1%
SCM
939
Stanley Capital Management
Texas
$3.59M -$1.26M -4,400 -27%
NO
940
Ninety One
South Africa
$3.59M +$24.1K +84 +0.7%
EBT
941
Enterprise Bank & Trust
Massachusetts
$3.59M -$35.5K -124 -1%
SWP
942
Stratos Wealth Partners
Ohio
$3.59M +$51K +178 +1%
SDWIA
943
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.58M +$5.73K +20 +0.2%
KFP
944
KMG Fiduciary Partners
Ohio
$3.57M +$829K +2,893 +31%
JWCA
945
J.W. Coons Advisors
Ohio
$3.56M +$726K +2,535 +27%
DWM
946
Dorchester Wealth Management
Quebec, Canada
$3.53M -$107K -375 -3%
SLWS
947
Swaine & Leidel Wealth Services
Florida
$3.51M -$31.8K -111 -0.9%
TPA
948
Trivium Point Advisory
Connecticut
$3.51M +$56.2K +196 +2%
SFFS
949
Stonehage Fleming Financial Services
Jersey
$3.5M -$201K -700 -6%
HWM
950
Hohimer Wealth Management
Washington
$3.5M +$638K +2,225 +23%
36 37
38
39 40