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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
1126
MassMutual Private Wealth & Trust
Connecticut
$3.28M -$1.33M -4,395 -32%
TA
1127
TKG Advisors
Indiana
$3.28M +$2.87M +9,488 New
SW
1128
Simplicity Wealth
New Jersey
$3.26M -$2.91M -9,630 -50%
BWM
1129
BigSur Wealth Management
Florida
$3.26M -$661K -2,186 -19%
CCM
1130
Chickasaw Capital Management
Tennessee
$3.25M +$89.2K +295 +3%
TPA
1131
Trivium Point Advisory
Connecticut
$3.25M -$838K -2,770 -23%
ECM
1132
Estabrook Capital Management
New York
$3.25M -$21.5K -71 -0.7%
IC
1133
Immersion Capital
United Kingdom
$3.25M +$2.84M +9,400 New
1IA
1134
1834 Investment Advisors
Wisconsin
$3.23M -$147K -485 -5%
WIC
1135
Woodmont Investment Counsel
Tennessee
$3.23M -$3.33M -11,012 -54%
MCCP
1136
Mission Creek Capital Partners
California
$3.23M +$2.63M +8,691 +1,323%
MIM
1137
Meridiem Investment Management
United Kingdom
$3.22M -$192M -635,306 -99%
SWGC
1138
Summit Wealth Group (Colorado)
Colorado
$3.22M +$1.54M +5,103 +399%
IA
1139
Integrity Alliance
Iowa
$3.2M +$701K +2,317 +33%
GIP
1140
Granite Investment Partners
California
$3.2M -$1.03M -3,397 -27%
TCM
1141
Twin Capital Management
Pennsylvania
$3.19M -$646K -2,136 -19%
TAM
1142
Thematics Asset Management
France
$3.19M -$586K -1,937 -17%
KIA
1143
KCM Investment Advisors
California
$3.19M -$82.3K -272 -3%
PH
1144
Pinnacle Holdings
Oklahoma
$3.19M -$14.5K -48 -0.5%
CAL
1145
Capital Analysts LLC
Pennsylvania
$3.16M -$300K -993 -10%
NME
1146
Notis-McConarty Edward
$3.15M +$83.5K +276 +3%
CIA
1147
Choate Investment Advisors
Massachusetts
$3.15M -$966K -3,194 -26%
RCAG
1148
Rehmann Capital Advisory Group
Michigan
$3.14M +$128K +424 +5%
PAM
1149
Paradigm Asset Management
New York
$3.14M – – –
BAM
1150
Belpointe Asset Management
Nevada
$3.12M -$641K -2,118 -19%
44 45
46
47 48