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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1026
LVM Capital Management
Michigan
$828K +$70.1K +400 +10%
VWM
1027
Valley Wealth Managers
New Jersey
$818K +$60K +342 +8%
SB
1028
Simmons Bank
Arkansas
$814K -$30.7K -175 -4%
WEC
1029
Winslow Evans & Crocker
Massachusetts
$813K +$259K +1,478 +49%
SC
1030
Saturna Capital
Washington
$812K -$17.5K -100 -2%
AMCA
1031
Arthur M. Cohen & Associates
Illinois
$804K +$3.51K +20 +0.5%
RBC
1032
Ronald Blue & Co
Georgia
$801K -$18.8K -107 -2%
AI
1033
Accredited Investors
Minnesota
$799K – – –
I
1034
IberiaBank
Louisiana
$799K +$22.3K +127 +3%
BA
1035
Bristlecone Advisors
Washington
$796K -$71.9K -410 -9%
DT
1036
Diversified Trust
Tennessee
$796K +$169K +961 +29%
OC
1037
Oakworth Capital
Alabama
$790K – – –
CCM
1038
Catawba Capital Management
Virginia
$787K +$84.2K +480 +13%
CCP
1039
Corient Capital Partners
California
$784K -$29.8K -170 -4%
SIM
1040
SSI Investment Management
California
$771K -$10.2K -58 -1%
QSS
1041
Quantitative Systematic Strategies
Florida
$771K +$376K +2,142 +106%
BW
1042
Bison Wealth
Georgia
$770K +$14.7K +84 +2%
FNT
1043
First Nebraska Trust
Nebraska
$765K +$147K +840 +26%
CBN
1044
Cadence Bank NA
Texas
$761K +$27.2K +155 +4%
OSAM
1045
O'Shaughnessy Asset Management
Connecticut
$758K -$351 -2 -0%
SFG
1046
SevenBridge Financial Group
Pennsylvania
$757K +$82.8K +472 +13%
OC
1047
Oarsman Capital
Wisconsin
$756K -$26.3K -150 -4%
ICOA
1048
Investment Centers of America
North Dakota
$749K -$268K -1,529 -27%
CCG
1049
Cypress Capital Group
Florida
$749K – – –
DAC
1050
Dividend Assets Capital
South Carolina
$743K -$21.9K -125 -3%
40 41
42
43 44