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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
1076
Palisades Hudson Asset Management
Florida
$225K – – –
AT
1077
Acadia Trust
Maine
$225K +$17.5K +150 +9%
KC
1078
Kingfisher Capital
North Carolina
$224K -$1.4M -11,993 -86%
FI
1079
FCM Investments
Texas
$224K – – –
SEC
1080
Seven Eight Capital
New York
$224K +$222K +1,900 New
BO
1081
BRR OpCo
Ohio
$221K -$3.62K -31 -2%
SAM
1082
SignalPoint Asset Management
Missouri
$220K +$584 +5 +0.3%
EFSCE
1083
Enterprise Financial Services Corp (EFSC)
Missouri
$220K +$38K +325 +21%
GT
1084
Greenleaf Trust
Michigan
$220K +$219K +1,871 New
AIM
1085
Aspen Investment Management
Michigan
$218K – – –
SCA
1086
Stonebridge Capital Advisors
Minnesota
$215K +$5.84K +50 +3%
LW
1087
Linscomb Wealth
Texas
$214K -$8.18K -70 -4%
CFA
1088
Cahill Financial Advisors
Minnesota
$212K +$701 +6 +0.3%
MCM
1089
McRae Capital Management
New Jersey
$212K +$210K +1,800 New
LNC
1090
Lincoln National Corp
Pennsylvania
$212K +$225K +1,928 New
AAM
1091
Aureus Asset Management
Massachusetts
$211K +$210K +1,798 New
ST
1092
Sentinel Trust
Texas
$209K -$24.1K -206 -10%
KT
1093
Kanaly Trust
Texas
$208K -$1.87K -16 -0.9%
DBT
1094
Dubuque Bank & Trust
Iowa
$206K +$43.8K +375 +27%
BA
1095
Bristlecone Advisors
Washington
$204K +$202K +1,730 New
FTC
1096
Farmers Trust Company
Ohio
$204K +$203K +1,733 New
TIM
1097
Thompson Investment Management
Wisconsin
$202K +$201K +1,717 New
FIMG
1098
Financial & Investment Management Group
Michigan
$202K +$201K +1,721 New
HCC
1099
Hirtle Callaghan & Co
Pennsylvania
$198K +$109K +931 +124%
WG
1100
Welch Group
Alabama
$197K – – –
42 43
44
45 46