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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
GWCM
1176
Godshalk Welsh Capital Management
Pennsylvania
$765K -$21.7K -95 -3%
LCC
1177
Lincoln Capital Corp
Rhode Island
$764K -$685 -3 -0.1%
LNC
1178
Lincoln National Corp
Pennsylvania
$759K -$419K -1,834 -34%
BAM
1179
Belpointe Asset Management
Nevada
$757K +$83.8K +367 +12%
APP
1180
Avantax Planning Partners
Iowa
$755K +$36.5K +160 +5%
BCM
1181
Breiter Capital Management
Florida
$753K +$162K +708 +25%
PFS
1182
Prospera Financial Services
Texas
$752K +$167K +731 +27%
TIA
1183
Tiemann Investment Advisors
California
$750K +$17.1K +75 +2%
FMLI
1184
Fukoku Mutual Life Insurance
Japan
$749K – – –
PWM
1185
Paulson Wealth Management
Illinois
$741K +$265K +1,162 +50%
GAG
1186
GM Advisory Group
New York
$736K -$2.74K -12 -0.3%
HFM
1187
Hartford Financial Management
Connecticut
$736K – – –
PCM
1188
Perritt Capital Management
Illinois
$732K -$1.37K -6 -0.2%
EIM
1189
Essex Investment Management
Massachusetts
$730K – – –
BW
1190
Bison Wealth
Georgia
$726K -$65.8K -288 -8%
CAMG
1191
CWA Asset Management Group
Florida
$726K -$5.94K -26 -0.8%
FAM
1192
Flaharty Asset Management
Florida
$726K +$148K +649 +24%
JIC
1193
Joel Isaacson & Co
New York
$720K +$457 +2 +0.1%
AL
1194
Aspiriant LLC
California
$719K +$767K +3,358 New
LCS
1195
Levin Capital Strategies
New York
$717K -$128K -559 -14%
F
1196
Filament
Washington
$710K – – –
OC
1197
Oakworth Capital
Alabama
$703K -$282K -1,235 -29%
RCM
1198
RNC Capital Management
California
$701K +$263K +1,150 +54%
CHAM
1199
Clear Harbor Asset Management
Connecticut
$699K – – –
AC
1200
Abbrea Capital
California
$699K +$101K +441 +16%
46 47
48
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