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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1051
Rotella Capital Management
Washington
$239K +$247K +2,060 New
FAM
1052
Formidable Asset Management
Ohio
$234K – – –
MMA
1053
Miracle Mile Advisors
California
$233K -$86.4K -722 -26%
CCM
1054
Catawba Capital Management
Virginia
$233K -$10.2K -85 -4%
GSBTD
1055
Glenview State Bank Trust Department
Illinois
$232K -$314K -2,624 -57%
ST
1056
Sentinel Trust
Texas
$230K -$4.79K -40 -2%
VST
1057
Van Strum & Towne
California
$230K – – –
HS
1058
HighVista Strategies
Massachusetts
$228K +$235K +1,965 New
LI
1059
LMCG Investments
Massachusetts
$227K – – –
FCH
1060
Freestone Capital Holdings
Washington
$225K +$232K +1,939 New
BFEC
1061
Benjamin F. Edwards & Company
Missouri
$223K +$11.7K +98 +5%
MWM
1062
Mission Wealth Management
California
$223K +$230K +1,921 New
BO
1063
BRR OpCo
Ohio
$222K -$2.39K -20 -1%
PHAM
1064
Palisades Hudson Asset Management
Florida
$222K – – –
LCP
1065
Legacy Capital Partners
Wisconsin
$221K +$227K +1,900 New
FI
1066
FCM Investments
Texas
$220K – – –
NEPWA
1067
New England Private Wealth Advisors
Massachusetts
$220K – – –
LW
1068
Linscomb Wealth
Texas
$219K +$120 +1 +0.1%
SAM
1069
SignalPoint Asset Management
Missouri
$216K -$10.9K -91 -5%
FCE
1070
Fiera Capital (Europe)
Cayman Islands
$216K – – –
PSI
1071
Pinnacle Summer Investments
Virginia
$216K +$89.6K +749 +67%
AIM
1072
Aspen Investment Management
Michigan
$215K -$25.1K -210 -10%
CIA
1073
Choate Investment Advisors
Massachusetts
$215K +$2.27K +19 +1%
HIMC
1074
Heritage Investors Management Corp
Maryland
$211K +$218K +1,823 New
GCP
1075
GSA Capital Partners
United Kingdom
$210K -$1.01M -8,444 -82%
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