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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PSI
1051
Pinnacle Summer Investments
Virginia
$220K +$333 +3 +0.2%
CIA
1052
Choate Investment Advisors
Massachusetts
$217K +$204K +1,834 New
VAM
1053
Visionary Asset Management
Texas
$215K +$202K +1,817 New
WFG
1054
Windsor Financial Group
Minnesota
$213K -$42.9K -386 -18%
CCA
1055
Cobblestone Capital Advisors
New York
$213K +$200K +1,803 New
ZCA
1056
Zeke Capital Advisors
Pennsylvania
$212K +$199K +1,792 New
UF
1057
Univest Financial
Pennsylvania
$212K +$199K +1,794 New
PCM
1058
Pointe Capital Management
Michigan
$212K +$199K +1,795 New
ID
1059
Integral Derivatives
New York
$210K +$197K +1,777 New
WT
1060
Washington Trust
Rhode Island
$208K -$29.9K -269 -13%
MC
1061
Middleton & Co
Massachusetts
$207K -$558K -5,025 -74%
BO
1062
BRR OpCo
Ohio
$207K +$194K +1,750 New
CRC
1063
Curi RMB Capital
Illinois
$206K +$194K +1,743 New
ACM
1064
Alpha Capital Management
Texas
$205K – – –
TDC
1065
Thompson Davis & Co
Virginia
$204K +$116K +1,044 +153%
FIMG
1066
Financial & Investment Management Group
Michigan
$204K +$192K +1,725 New
SC
1067
SouthState Corp
Florida
$201K +$188K +1,694 New
RA
1068
Rational Advisors
New York
$189K -$62.4K -562 -26%
NYLT
1069
New York Life Trust
New York
$187K +$88.5K +797 +102%
LWM
1070
LBA Wealth Management
Florida
$178K -$30.5K -275 -15%
NYLIM
1071
New York Life Investment Management
New York
$177K -$33.3K -300 -17%
KCM
1072
Karp Capital Management
California
$174K -$11.1K -100 -6%
SC
1073
SRB Corp
Massachusetts
$173K -$7.77K -70 -5%
SNT
1074
Security National Trust
West Virginia
$166K +$59.1K +532 +61%
CAL
1075
Capital Analysts LLC
Pennsylvania
$162K -$3K -27 -2%
41 42
43
44 45