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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1376
Landscape Capital Management
New Jersey
$359K +$345K +1,628 New
DBRC
1377
D.B. Root & Company
Pennsylvania
$358K +$344K +1,623 New
VIM
1378
Vista Investment Management
Pennsylvania
$357K +$343K +1,620 New
CAAS
1379
Capital Asset Advisory Services
Michigan
$355K -$2.12K -10 -0.6%
NWP
1380
Northstar Wealth Partners
Connecticut
$355K +$21.2K +100 +7%
IIM
1381
Intact Investment Management
Quebec, Canada
$353K – – –
CFA
1382
Carroll Financial Associates
North Carolina
$348K -$3.81K -18 -1%
BFO
1383
Boston Family Office
Massachusetts
$347K – – –
PFBT
1384
Parkside Financial Bank & Trust
Missouri
$346K -$72.7K -343 -18%
VA
1385
Valmark Advisers
Ohio
$346K +$108K +509 +48%
PAA
1386
Peregrine Asset Advisers
Oregon
$338K +$324K +1,531 New
TWM
1387
Titus Wealth Management
California
$336K +$323K +1,524 New
AW
1388
Alpha Windward
Massachusetts
$335K -$11.9K -56 -4%
FIMG
1389
Financial & Investment Management Group
Michigan
$335K – – –
EWM
1390
Evermay Wealth Management
Virginia
$334K -$53K -250 -14%
SCG
1391
Sonata Capital Group
Washington
$331K – – –
PWM
1392
Perigon Wealth Management
California
$330K +$46.6K +220 +17%
RWA
1393
River Wealth Advisors
Pennsylvania
$329K – – –
1SB
1394
1ST Source Bank
Indiana
$329K +$7.42K +35 +2%
DDC
1395
DF Dent & Co
Maryland
$328K +$316K +1,490 New
CWM
1396
Circle Wealth Management
New Jersey
$327K +$3.39K +16 +1%
PM
1397
Parametrica Management
Hong Kong
$327K +$81.8K +386 +35%
WT
1398
Washington Trust
Rhode Island
$326K – – –
AFS
1399
Access Financial Services
Minnesota
$325K -$9.54K -45 -3%
RE
1400
RBC Europe
United Kingdom
$323K +$13.8K +65 +5%
54 55
56
57 58