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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1251
Cobblestone Capital Advisors
New York
$352K – – –
CNB
1252
Camden National Bank
Maine
$352K +$1.55K +8 +0.4%
SIAS
1253
Shine Investment Advisory Services
Colorado
$351K -$19.1K -99 -5%
MFW
1254
Meristem Family Wealth
Minnesota
$350K – – –
GI
1255
Gradient Investments
Minnesota
$348K -$12.8K -66 -4%
EFSCE
1256
Enterprise Financial Services Corp (EFSC)
Missouri
$348K +$5.41K +28 +2%
LA
1257
Lucus Advisors
New York
$347K +$343K +1,773 New
EWM
1258
Evermay Wealth Management
Virginia
$346K – – –
NIMC
1259
NWQ Investment Management Company
California
$345K -$9.47K -49 -3%
BA
1260
Birinyi Associates
Connecticut
$343K – – –
PAM
1261
Peak Asset Management
Colorado
$342K -$44.4K -230 -12%
KWM
1262
Kingsview Wealth Management
Oregon
$339K +$68.6K +355 +26%
MCM
1263
McRae Capital Management
New Jersey
$338K -$77.3K -400 -19%
AIM
1264
Aspen Investment Management
Michigan
$329K – – –
IIC
1265
Ironwood Investment Counsel
Arizona
$328K +$324K +1,676 New
CAW
1266
Cornerstone Advisors (Washington)
Washington
$326K +$11K +57 +4%
BHA
1267
Beech Hill Advisors
New York
$324K -$96.6K -500 -23%
MRCM
1268
M&R Capital Management
New Jersey
$323K +$19.3K +100 +6%
TAM
1269
Trillium Asset Management
Massachusetts
$321K – – –
TWA
1270
TCI Wealth Advisors
Arizona
$321K +$6.18K +32 +2%
LW
1271
Linscomb Wealth
Texas
$320K – – –
CAAS
1272
Capital Asset Advisory Services
Michigan
$317K +$1.93K +10 +0.6%
BCM
1273
Brookmont Capital Management
Texas
$317K +$74.6K +386 +31%
CFA
1274
Carroll Financial Associates
North Carolina
$316K -$37.7K -195 -11%
CBA
1275
Coastal Bridge Advisors
Connecticut
$315K – – –
49 50
51
52 53