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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1076
Aldebaran Financial
$230K +$230K +1,965 New
PHAM
1077
Palisades Hudson Asset Management
Florida
$225K – – –
AT
1078
Acadia Trust
Maine
$225K +$17.5K +150 +9%
KC
1079
Kingfisher Capital
North Carolina
$224K -$1.4M -11,993 -86%
FI
1080
FCM Investments
Texas
$224K – – –
SEC
1081
Seven Eight Capital
New York
$224K +$222K +1,900 New
BO
1082
BRR OpCo
Ohio
$221K -$3.62K -31 -2%
SAM
1083
SignalPoint Asset Management
Missouri
$220K +$584 +5 +0.3%
EFSCE
1084
Enterprise Financial Services Corp (EFSC)
Missouri
$220K +$38K +325 +21%
GT
1085
Greenleaf Trust
Michigan
$220K +$219K +1,871 New
AIM
1086
Aspen Investment Management
Michigan
$218K – – –
SCA
1087
Stonebridge Capital Advisors
Minnesota
$215K +$5.84K +50 +3%
LW
1088
Linscomb Wealth
Texas
$214K -$8.18K -70 -4%
CFA
1089
Cahill Financial Advisors
Minnesota
$212K +$701 +6 +0.3%
MCM
1090
McRae Capital Management
New Jersey
$212K +$210K +1,800 New
LNC
1091
Lincoln National Corp
Pennsylvania
$212K +$225K +1,928 New
AAM
1092
Aureus Asset Management
Massachusetts
$211K +$210K +1,798 New
ST
1093
Sentinel Trust
Texas
$209K -$24.1K -206 -10%
KT
1094
Kanaly Trust
Texas
$208K -$1.87K -16 -0.9%
DBT
1095
Dubuque Bank & Trust
Iowa
$206K +$43.8K +375 +27%
BA
1096
Bristlecone Advisors
Washington
$204K +$202K +1,730 New
FTC
1097
Farmers Trust Company
Ohio
$204K +$203K +1,733 New
TIM
1098
Thompson Investment Management
Wisconsin
$202K +$201K +1,717 New
FIMG
1099
Financial & Investment Management Group
Michigan
$202K +$201K +1,721 New
HCC
1100
Hirtle Callaghan & Co
Pennsylvania
$198K +$109K +931 +124%
42 43
44
45 46