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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1026
Waverly Advisors
Alabama
$738K +$427K +2,607 +138%
SC
1027
Saturna Capital
Washington
$735K – – –
RBC
1028
Ronald Blue & Co
Georgia
$726K +$57.5K +351 +9%
CCP
1029
Corient Capital Partners
California
$721K -$32.1K -196 -4%
SFS
1030
Sowell Financial Services
Arkansas
$716K +$430K +2,628 +181%
HM
1031
Harvest Management
New York
$711K +$710K +4,334 New
FRM
1032
Fox Run Management
Connecticut
$708K +$461K +2,816 +188%
AI
1033
Accredited Investors
Minnesota
$707K +$105K +642 +17%
AMCA
1034
Arthur M. Cohen & Associates
Illinois
$703K – – –
OC
1035
Oakworth Capital
Alabama
$699K – – –
AT
1036
Argent Trust
Texas
$696K -$132K -809 -16%
SIM
1037
SSI Investment Management
California
$695K -$819 -5 -0.1%
OC
1038
Oarsman Capital
Wisconsin
$693K -$200K -1,220 -22%
S
1039
SignatureFD
Georgia
$691K +$71.7K +438 +12%
BAM
1040
Barrett Asset Management
New York
$689K – – –
I
1041
IberiaBank
Louisiana
$686K -$80.2K -490 -10%
QCG
1042
Quadrant Capital Group
Ohio
$684K +$29.5K +180 +4%
BO
1043
Bank OZK
Arkansas
$683K +$4.09K +25 +0.6%
DAC
1044
Dividend Assets Capital
South Carolina
$677K -$262K -1,600 -28%
CIM
1045
CenturyLink Investment Management
Colorado
$670K – – –
OSAM
1046
O'Shaughnessy Asset Management
Connecticut
$670K +$664K +4,053 +11,580%
BW
1047
Bison Wealth
Georgia
$667K -$35.2K -215 -5%
LCM
1048
LVM Capital Management
Michigan
$667K – – –
VWM
1049
Valley Wealth Managers
New Jersey
$667K +$400K +2,445 +151%
CCM
1050
Chilton Capital Management
Texas
$666K +$665K +4,063 New
40 41
42
43 44