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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1026
Valley Wealth Managers
New Jersey
$818K +$60K +342 +8%
SB
1027
Simmons Bank
Arkansas
$814K -$30.7K -175 -4%
WEC
1028
Winslow Evans & Crocker
Massachusetts
$813K +$259K +1,478 +49%
SC
1029
Saturna Capital
Washington
$812K -$17.5K -100 -2%
AMCA
1030
Arthur M. Cohen & Associates
Illinois
$804K +$3.51K +20 +0.5%
RBC
1031
Ronald Blue & Co
Georgia
$801K -$18.8K -107 -2%
AI
1032
Accredited Investors
Minnesota
$799K – – –
I
1033
IberiaBank
Louisiana
$799K +$22.3K +127 +3%
BA
1034
Bristlecone Advisors
Washington
$796K -$71.9K -410 -9%
DT
1035
Diversified Trust
Tennessee
$796K +$169K +961 +29%
OC
1036
Oakworth Capital
Alabama
$790K – – –
CCM
1037
Catawba Capital Management
Virginia
$787K +$84.2K +480 +13%
CCP
1038
Corient Capital Partners
California
$784K -$29.8K -170 -4%
SIM
1039
SSI Investment Management
California
$771K -$10.2K -58 -1%
QSS
1040
Quantitative Systematic Strategies
Florida
$771K +$376K +2,142 +106%
BW
1041
Bison Wealth
Georgia
$770K +$14.7K +84 +2%
FNT
1042
First Nebraska Trust
Nebraska
$765K +$147K +840 +26%
CBN
1043
Cadence Bank NA
Texas
$761K +$27.2K +155 +4%
OSAM
1044
O'Shaughnessy Asset Management
Connecticut
$758K -$351 -2 -0%
SFG
1045
SevenBridge Financial Group
Pennsylvania
$757K +$82.8K +472 +13%
OC
1046
Oarsman Capital
Wisconsin
$756K -$26.3K -150 -4%
ICOA
1047
Investment Centers of America
North Dakota
$749K -$268K -1,529 -27%
CCG
1048
Cypress Capital Group
Florida
$749K – – –
DAC
1049
Dividend Assets Capital
South Carolina
$743K -$21.9K -125 -3%
ACM
1050
Advent Capital Management
New York
$742K +$701K +4,000 New
40 41
42
43 44