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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1176
Executive Wealth Management
Michigan
$1.24M +$1.31M +4,964 New
HTHT
1177
Hemenway Trust Hemenway Trust
New Hampshire
$1.24M +$148K +560 +13%
JFA
1178
JNBA Financial Advisors
Minnesota
$1.24M +$1.19M +4,511 +1,002%
BWM
1179
BigSur Wealth Management
Florida
$1.23M +$106K +400 +9%
WA
1180
Wealth Architects
California
$1.22M +$15.8K +60 +1%
BCM
1181
Becker Capital Management
Oregon
$1.22M -$29.6K -112 -2%
PL
1182
Perpetual Ltd
Australia
$1.21M – – –
ACG
1183
Allen Capital Group
Nebraska
$1.2M +$59.7K +226 +5%
IWP
1184
Icon Wealth Partners
Texas
$1.2M -$44.1K -167 -3%
BC
1185
Bartlett & Co
Ohio
$1.19M -$8.19K -31 -0.6%
BCWM
1186
Bartlett & Co Wealth Management
Ohio
$1.19M -$8.19K -31 -0.6%
MCP
1187
Mirador Capital Partners
California
$1.18M +$264 +1 +0%
FBFS
1188
First Business Financial Services
Wisconsin
$1.18M +$284K +1,075 +29%
PC
1189
Port Capital
Illinois
$1.18M -$1.15M -4,340 -48%
CL
1190
CPWM LLC
Washington
$1.18M +$3.96K +15 +0.3%
VWM
1191
Valley Wealth Managers
New Jersey
$1.18M -$40.9K -155 -3%
CCM
1192
Carderock Capital Management
Maryland
$1.17M -$1.58K -6 -0.1%
SA
1193
Strategic Advisors
New York
$1.17M +$395K +1,495 +47%
KWA
1194
KCS Wealth Advisory
California
$1.17M +$792 +3 +0.1%
1IA
1195
1834 Investment Advisors
Wisconsin
$1.16M – – –
OFS
1196
Orrstown Financial Services
Pennsylvania
$1.16M -$91.1K -345 -7%
PIM
1197
Partner Investment Management
California
$1.16M +$61.8K +234 +5%
FFG
1198
Frisch Financial Group
New York
$1.16M +$1.22M +4,636 New
SRSA
1199
S.R. Schill & Associates
Washington
$1.15M -$19.3K -73 -2%
SAM
1200
Symphony Asset Management
California
$1.15M +$599K +2,268 +96%
46 47
48
49 50