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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1051
Pallas Capital Advisors
Massachusetts
$4.04M +$3.32M +9,594 New
ASN
1052
Advisory Services Network
Georgia
$4.04M -$588K -1,698 -14%
SW
1053
SlateStone Wealth
Florida
$4.03M -$123K -356 -3%
TWM
1054
Tradition Wealth Management
Minnesota
$4.01M +$265K +765 +8%
HI
1055
Harbour Investments
Wisconsin
$3.97M +$3.7M +10,677 New
DSC
1056
Duncker Streett & Co
Missouri
$3.97M +$102K +295 +3%
BAM
1057
Belpointe Asset Management
Nevada
$3.96M -$387K -1,116 -9%
RRAM
1058
River Road Asset Management
Kentucky
$3.95M +$1.15M +3,325 +46%
WIC
1059
Woodmont Investment Counsel
Tennessee
$3.95M +$19.8K +57 +0.5%
SIM
1060
Sonora Investment Management
Arizona
$3.9M +$1.04M +3,005 +40%
HIC
1061
Holderness Investments Company
North Carolina
$3.9M -$111K -319 -3%
CG
1062
Caprock Group
Idaho
$3.89M -$297K -856 -8%
KA
1063
Kintegral Advisory
New York
$3.89M – – –
IFAM
1064
Institutional & Family Asset Management
Colorado
$3.89M +$234K +676 +7%
BONST
1065
Bank of Nova Scotia Trust
Ontario, Canada
$3.89M -$80.7K -233 -2%
MPAM
1066
Murphy Pohlad Asset Management
Minnesota
$3.89M +$207K +596 +6%
WCM
1067
Weik Capital Management
Pennsylvania
$3.88M -$5.2K -15 -0.1%
PFS
1068
Prospera Financial Services
Texas
$3.88M -$94.2K -272 -3%
MCA
1069
Morris Capital Advisors
Pennsylvania
$3.88M -$94.2K -272 -3%
PA
1070
Parallel Advisors
California
$3.87M +$666K +1,922 +23%
BDF
1071
Balasa Dinverno & Foltz
$3.86M +$308K +888 +9%
MLM
1072
Mount Lucas Management
Pennsylvania
$3.85M +$349K +1,007 +11%
SIG
1073
Sky Investment Group
Connecticut
$3.85M +$19.1K +55 +0.5%
TVWM
1074
Tower View Wealth Management
Wisconsin
$3.82M +$130K +376 +4%
JSMC
1075
Jess S. Morgan & Co
California
$3.82M +$262K +755 +8%
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