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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
1351
Baker Avenue Asset Management
California
$2.14M -$42.9K -142 -2%
AO
1352
Advisor OS
Illinois
$2.13M +$132K +435 +8%
CCB
1353
Country Club Bank
Missouri
$2.13M -$3.75M -12,406 -67%
SWM
1354
Sendero Wealth Management
Texas
$2.11M -$34.5K -114 -2%
GC
1355
Grimes & Company
Massachusetts
$2.11M +$855K +2,826 +86%
BHWM
1356
Bar Harbor Wealth Management
New Hampshire
$2.1M -$1.31M -4,337 -42%
CWP
1357
Capital Wealth Planning
Florida
$2.1M -$179K -593 -9%
WC
1358
Waterloo Capital
Texas
$2.09M +$161K +531 +10%
TCM
1359
Triumph Capital Management
Colorado
$2.09M +$544K +1,800 +42%
AF
1360
Affiance Financial
Minnesota
$2.08M +$48.1K +159 +3%
MTIC
1361
Missouri Trust & Investment Company
Missouri
$2.08M +$347K +1,146 +24%
VFM
1362
Viking Fund Management
North Dakota
$2.07M – – –
BDS
1363
Banco de Sabadell
Florida
$2.07M -$57.2K -189 -3%
DA
1364
Dover Advisors
Virginia
$2.07M -$4.54K -15 -0.3%
BCM
1365
Birch Capital Management
Texas
$2.07M -$139K -459 -7%
CWM
1366
Circle Wealth Management
New Jersey
$2.06M +$165K +546 +10%
LIG
1367
Lokken Investment Group
Delaware
$2.05M +$961K +3,176 +115%
GFA
1368
Gifford Fong Associates
California
$2.04M – – –
MCA
1369
Magnolia Capital Advisors
Mississippi
$2.04M +$157K +520 +10%
TFA
1370
Teamwork Financial Advisors
Texas
$2.03M +$417K +1,380 +31%
MFG
1371
Magnus Financial Group
New York
$2.03M +$339K +1,122 +24%
SWCM
1372
Sullivan Wood Capital Management
District of Columbia
$2.03M +$1.34M +4,437 +309%
SGI
1373
Summit Global Investments
Utah
$2.03M -$34.8K -115 -2%
HPC
1374
HM Payson & Co
Maine
$2.02M -$802K -2,653 -31%
STB
1375
S&T Bank
Pennsylvania
$2.02M -$355K -1,175 -17%
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