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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1076
Aldebaran Financial
$253K – – –
SCG
1077
Sonata Capital Group
Washington
$251K -$23.7K -200 -9%
AT
1078
Acadia Trust
Maine
$250K +$2.96K +25 +1%
MMA
1079
Miracle Mile Advisors
California
$249K +$229K +1,932 New
MWM
1080
Mission Wealth Management
California
$248K -$4.02K -34 -2%
PHAM
1081
Palisades Hudson Asset Management
Florida
$246K – – –
FI
1082
FCM Investments
Texas
$245K – – –
SAM
1083
SignalPoint Asset Management
Missouri
$242K +$591 +5 +0.3%
VWM
1084
Valley Wealth Managers
New Jersey
$241K +$221K +1,871 New
SC
1085
SouthState Corp
Florida
$240K +$220K +1,862 New
HAG
1086
HighPoint Advisor Group
Illinois
$239K +$211K +1,782 New
BO
1087
BRR OpCo
Ohio
$238K -$3.9K -33 -2%
AIM
1088
Aspen Investment Management
Michigan
$238K – – –
BB
1089
Bell Bank
North Dakota
$237K +$217K +1,838 New
NFG
1090
Next Financial Group
Texas
$236K +$75K +634 +53%
EFSCE
1091
Enterprise Financial Services Corp (EFSC)
Missouri
$231K -$9.46K -80 -4%
KT
1092
Kanaly Trust
Texas
$227K -$355 -3 -0.2%
CC
1093
Courier Capital
New York
$225K -$24.8K -210 -11%
FCH
1094
Freestone Capital Holdings
Washington
$223K +$205K +1,732 New
FIMG
1095
Financial & Investment Management Group
Michigan
$222K – – –
TIM
1096
Thompson Investment Management
Wisconsin
$221K – – –
NPC
1097
National Planning Corporation
California
$220K -$286K -2,414 -59%
SA
1098
Strategic Advisors
New York
$220K +$202K +1,706 New
FNB
1099
Farmers National Bank
Kentucky
$220K +$202K +1,710 New
VF
1100
Virtu Financial
New York
$219K -$647K -5,466 -76%
42 43
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