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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
1401
First Western Capital Management
California
$321K – – –
AWM
1402
Altium Wealth Management
New York
$318K +$306K +1,442 New
FPS
1403
Fieldpoint Private Securities
Connecticut
$317K -$1.39M -6,575 -82%
AF
1404
Aldebaran Financial
$317K -$10.6K -50 -3%
BCM
1405
Brasada Capital Management
Texas
$315K +$302K +1,427 New
SP
1406
Successful Portfolios
Florida
$315K +$302K +1,427 New
GC
1407
Gilbert & Cook
Iowa
$313K -$15K -71 -5%
AF
1408
Allworth Financial
California
$312K +$113K +535 +61%
SQA
1409
Simon Quick Advisors
New Jersey
$311K -$273K -1,287 -50%
CC
1410
Courier Capital
New York
$309K -$28.4K -134 -9%
RMCM
1411
Reynders McVeigh Capital Management
Massachusetts
$309K – – –
CCT
1412
Country Club Trust
Missouri
$309K +$26.5K +125 +10%
FNB
1413
Farmers National Bank
Kentucky
$309K +$51.9K +245 +21%
ACM
1414
Armbruster Capital Management
New York
$308K – – –
RIG
1415
Renaissance Investment Group
Massachusetts
$306K – – –
EA
1416
Edge Advisors
Georgia
$305K -$11.7K -55 -4%
GKWIM
1417
Gerber Kawasaki Wealth & Investment Management
California
$303K – – –
BBNB
1418
Baker Boyer National Bank
Washington
$300K – – –
UF
1419
Univest Financial
Pennsylvania
$298K -$212 -1 -0.1%
RIA
1420
Regal Investment Advisors
Michigan
$298K +$10.8K +51 +4%
TA
1421
Tiedemann Advisors
New York
$297K -$583K -2,753 -67%
RGIA
1422
Rainier Group Investment Advisory
Washington
$297K – – –
FAIM
1423
Financial Advocates Investment Management
Washington
$296K +$284K +1,342 New
WLIM
1424
White Lighthouse Investment Management
Massachusetts
$295K +$283K +1,336 New
VST
1425
Van Strum & Towne
California
$292K – – –
55 56
57
58 59