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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1451
Circle Wealth Management
New Jersey
$2.62M -$59.3K -123 -2%
MCC
1452
Malaga Cove Capital
California
$2.62M -$6.27K -13 -0.3%
HAS
1453
HBW Advisory Services
California
$2.61M -$3.11M -6,452 -56%
ISL
1454
Ingalls & Snyder LLC
New York
$2.61M -$90.7K -188 -4%
OQS
1455
Occudo Quantitative Strategies
Florida
$2.61M -$766K -1,589 -24%
MWA
1456
Moser Wealth Advisors
Washington
$2.6M – – –
RIA
1457
Realta Investment Advisors
Delaware
$2.57M -$28K -58 -1%
MLA
1458
My Legacy Advisors
Oregon
$2.55M +$2.41M +5,005 New
AF
1459
Ally Financial
Michigan
$2.55M -$482K -1,000 -17%
DA
1460
Doliver Advisors
Texas
$2.55M -$523K -1,085 -18%
TIA
1461
Trust Investment Advisors
Indiana
$2.54M -$124K -257 -5%
MIC
1462
Means Investment Company
Maine
$2.51M +$120K +248 +5%
RCIM
1463
Red Cedar Investment Management
Michigan
$2.51M +$317K +658 +15%
TNBTD
1464
Trustmark National Bank Trust Department
Mississippi
$2.5M +$623K +1,291 +36%
ACS
1465
Archford Capital Strategies
Illinois
$2.5M +$350K +725 +18%
PWMG
1466
Prestige Wealth Management Group
New Jersey
$2.5M +$1.05M +2,180 +80%
CSA
1467
Cottage Street Advisors
Massachusetts
$2.5M +$61.7K +128 +3%
TSWM
1468
Triangle Securities Wealth Management
North Carolina
$2.5M -$74.8K -155 -3%
OAM
1469
Oak Asset Management
California
$2.48M -$89.2K -185 -4%
JFA
1470
JNBA Financial Advisors
Minnesota
$2.48M -$104K -215 -4%
LOIM
1471
Liberty One Investment Management
Illinois
$2.47M +$42.4K +88 +2%
CCM
1472
Compton Capital Management
Rhode Island
$2.46M – – –
HIC
1473
Harvey Investment Company
Kentucky
$2.46M +$4.82K +10 +0.2%
JIC
1474
Joel Isaacson & Co
New York
$2.45M +$7.24K +15 +0.3%
CCB
1475
Country Club Bank
Missouri
$2.42M +$2.24M +4,639 New
57 58
59
60 61