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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1276
Howard Capital Management
Georgia
$2.65M +$934K +2,521 +65%
CAM
1277
Carret Asset Management
New York
$2.65M +$16.3K +44 +0.7%
CHC
1278
City Holding Co
West Virginia
$2.65M +$219K +591 +10%
GSB
1279
Greenfield Savings Bank
Massachusetts
$2.64M -$288K -778 -11%
CFM
1280
Compass Financial Management
Florida
$2.63M +$2.39M +6,452 New
TIS
1281
Titan Investment Solutions
$2.63M +$56.3K +152 +2%
NIWA
1282
New Insight Wealth Advisors
California
$2.62M +$24.1K +65 +1%
VWM
1283
Vivid Wealth Management
Iowa
$2.62M +$2.34M +6,302 New
SSG
1284
Summit Securities Group
New York
$2.62M +$1.86M +5,021 +393%
PC
1285
Permanens Capital
New York
$2.62M +$78.6K +212 +3%
CAG
1286
Csenge Advisory Group
Florida
$2.62M -$234K -630 -9%
EP
1287
Edgestream Partners
New Jersey
$2.62M +$494K +1,332 +27%
DIA
1288
Dana Investment Advisors
Wisconsin
$2.6M +$38.9K +105 +2%
RWP
1289
RWA Wealth Partners
Massachusetts
$2.6M -$14.1K -38 -0.6%
RCWM
1290
Royal Capital Wealth Management
Indiana
$2.59M +$6.3K +17 +0.3%
ADL
1291
Asset Dedication LLC
California
$2.59M -$170K -459 -7%
DCM
1292
Delta Capital Management
New Jersey
$2.58M +$24.1K +65 +1%
BFM
1293
Boothbay Fund Management
New York
$2.58M +$553K +1,492 +32%
BA
1294
Bridgewater Associates
Connecticut
$2.58M +$2.3M +6,197 New
MSFS
1295
Main Street Financial Solutions
Pennsylvania
$2.56M +$836K +2,256 +58%
MFG
1296
Magnus Financial Group
New York
$2.56M +$192K +519 +9%
MA
1297
MONECO Advisors
Connecticut
$2.56M +$890K +2,402 +64%
BWG
1298
Boomfish Wealth Group
Georgia
$2.55M -$479K -1,292 -17%
CBT
1299
CoreFirst Bank & Trust
Kansas
$2.53M – – –
VM
1300
Venator Management
Pennsylvania
$2.52M -$6.24M -16,825 -74%
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