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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
951
Core Alternative Capital
Georgia
$8.9M -$5.3M -10,815 -38%
CWM
952
Chronos Wealth Management
Florida
$8.89M +$208K +424 +2%
SNB
953
Security National Bank
Nebraska
$8.87M +$24.5K +50 +0.3%
ERWM
954
Elk River Wealth Management
Colorado
$8.8M -$30.9K -63 -0.4%
SIG
955
Stonegate Investment Group
Alabama
$8.78M -$239K -488 -3%
MC
956
Montag & Caldwell
Georgia
$8.77M -$2.28M -4,661 -21%
OAM
957
Ostrum Asset Management
France
$8.75M -$566K -1,155 -6%
FTDI
958
First Trust Direct Indexing
Massachusetts
$8.75M +$1.65M +3,358 +24%
SGI
959
Summit Global Investments
Utah
$8.72M +$2.92M +5,957 +53%
TFS
960
Thoroughbred Financial Services
Tennessee
$8.68M +$2.6M +5,313 +45%
GIA
961
GHP Investment Advisors
Colorado
$8.62M +$107K +219 +1%
UAM
962
Unison Asset Management
Florida
$8.61M +$1.23M +2,502 +17%
SBIA
963
Sheaff Brock Investment Advisors
Indiana
$8.61M -$199K -407 -2%
ANTB
964
AMG National Trust Bank
Colorado
$8.6M +$678K +1,383 +9%
LNB
965
Ledyard National Bank
$8.57M +$359K +732 +5%
SWS
966
SYSTM Wealth Solutions
Illinois
$8.56M -$443K -904 -5%
AWM
967
Avitas Wealth Management
California
$8.56M -$111K -226 -1%
TWM
968
Tradition Wealth Management
Minnesota
$8.55M +$75.5K +154 +0.9%
AT
969
American Trust
Kentucky
$8.52M -$365K -744 -4%
VCA
970
Verdence Capital Advisors
Maryland
$8.51M +$65.7K +134 +0.8%
BWM
971
Bulltick Wealth Management
Florida
$8.51M +$2.51M +5,111 +44%
BEC
972
Blue Edge Capital
Virginia
$8.47M -$13.7K -28 -0.2%
SC
973
Stolper & Co
Oklahoma
$8.44M +$122K +248 +2%
BP
974
Ballentine Partners
Massachusetts
$8.41M -$1.46M -2,981 -15%
MJP
975
Michael J. Puzo
$8.41M +$469K +957 +6%
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