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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1326
Cutler Group
California
$421K +$71.5K +313 +19%
BCM
1327
Brookstone Capital Management
Illinois
$421K +$449K +1,966 New
CIA
1328
Choate Investment Advisors
Massachusetts
$415K – – –
PHAM
1329
Palisades Hudson Asset Management
Florida
$409K – – –
SMH
1330
Sanders Morris Harris
Texas
$406K – – –
BHBT
1331
Burke & Herbert Bank & Trust
Virginia
$401K – – –
JIP
1332
Jaffetilchin Investment Partners
Florida
$398K -$322K -1,410 -43%
BCP
1333
Berkeley Capital Partners
Georgia
$398K -$34.7K -152 -8%
MFW
1334
Meristem Family Wealth
Minnesota
$398K – – –
BFA
1335
Beaumont Financial Advisors
Massachusetts
$397K +$153K +668 +56%
RCM
1336
RB Capital Management
Nevada
$391K +$1.37K +6 +0.3%
LFA
1337
Legacy Financial Advisors
Kentucky
$390K -$24.7K -108 -6%
JFA
1338
JNBA Financial Advisors
Minnesota
$388K -$20.6K -90 -5%
SMFS
1339
Squar Milner Financial Services
California
$388K +$3.65K +16 +0.9%
SIAS
1340
Shine Investment Advisory Services
Colorado
$386K +$8.45K +37 +2%
BCM
1341
Bayesian Capital Management
New York
$385K -$2.49M -10,900 -86%
IBOK
1342
Independence Bank of Kentucky
Kentucky
$385K -$5.71K -25 -1%
SWM
1343
SVA Wealth Management
Wisconsin
$385K +$11.4K +50 +3%
BEAM
1344
Baker Ellis Asset Management
Washington
$383K -$11.4K -50 -3%
PAM
1345
Peak Asset Management
Colorado
$382K +$9.14K +40 +2%
CFA
1346
Cahill Financial Advisors
Minnesota
$381K -$13.5K -59 -3%
NSAM
1347
North Star Asset Management
Wisconsin
$381K -$3.43K -15 -0.8%
CF
1348
Copperwynd Financial
Arizona
$377K -$914 -4 -0.2%
IIC
1349
Integrated Investment Consultants
Michigan
$376K +$402K +1,759 New
BO
1350
Bank OZK
Arkansas
$373K -$270K -1,182 -40%
52 53
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55 56