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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1276
SSI Investment Management
California
$875K -$17.2K -65 -2%
CBN
1277
Cadence Bank NA
Texas
$873K -$84.8K -321 -8%
IIM
1278
Intact Investment Management
Quebec, Canada
$872K +$132K +500 +17%
HFM
1279
Hartford Financial Management
Connecticut
$870K +$41.7K +158 +5%
WA
1280
Waverly Advisors
Alabama
$863K -$714K -2,701 -44%
AL
1281
Aspiriant LLC
California
$862K +$75.3K +285 +9%
NL
1282
NWAM LLC
Washington
$859K -$70.3K -266 -7%
GAG
1283
GM Advisory Group
New York
$857K – – –
BWM
1284
Bernicke Wealth Management
Wisconsin
$857K +$39.6K +150 +5%
PFS
1285
Prospera Financial Services
Texas
$856K +$7.4K +28 +0.8%
TFA
1286
Transamerica Financial Advisors
Florida
$850K -$121K -457 -12%
EIM
1287
Essex Investment Management
Massachusetts
$850K – – –
BMM
1288
Buffington Mohr McNeal
Idaho
$850K +$199K +752 +28%
THWM
1289
Taylor Hoffman Wealth Management
Virginia
$849K -$185K -700 -17%
DLA
1290
Douglas Lane & Associates
New York
$849K +$158K +597 +21%
DW
1291
Domani Wealth
Pennsylvania
$844K -$10.3K -39 -1%
AWA
1292
Arete Wealth Advisors
Illinois
$842K +$506K +1,916 +131%
SVWA
1293
Sound View Wealth Advisors
Georgia
$842K +$893K +3,379 New
BJL
1294
Brighton Jones LLC
Washington
$827K +$22.5K +85 +3%
LB
1295
Legacy Bridge
Iowa
$824K +$874K +3,307 New
HCM
1296
HM Capital Management
Missouri
$823K +$52.8K +200 +6%
CFMC
1297
Curbstone Financial Management Corp
New Hampshire
$822K – – –
SC
1298
SouthState Corp
Florida
$822K +$65.2K +247 +8%
CFGS
1299
Concourse Financial Group Securities
Alabama
$820K +$719K +2,720 +475%
S
1300
Seeyond
France
$818K +$868K +3,285 New
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