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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1551
CSat Investment Advisory
Michigan
$650K +$90.8K +347 +19%
TI
1552
Tidal Investments
Wisconsin
$649K +$90K +344 +18%
DAM
1553
Deltec Asset Management
New York
$647K -$6.15M -23,518 -91%
SAM
1554
Secure Asset Management
Michigan
$646K +$575K +2,199 New
SW
1555
SkyOak Wealth
Michigan
$645K +$574K +2,194 New
FFWA
1556
FRG Family Wealth Advisors
Washington
$642K – – –
CONA
1557
Capital One National Association
New York
$641K +$571K +2,182 New
FP
1558
Foundry Partners
Minnesota
$640K – – –
CA
1559
Calton & Associates
Florida
$637K +$79.3K +303 +16%
PMFA
1560
Plante Moran Financial Advisors
Michigan
$637K +$96.5K +369 +21%
GTAM
1561
Global Trust Asset Management
Florida
$635K +$183K +700 +48%
M
1562
Mirova
France
$634K +$203K +776 +56%
ATFA
1563
All Terrain Financial Advisors
Minnesota
$630K +$1.05K +4 +0.2%
EVC
1564
Eidelman Virant Capital
Missouri
$629K -$58.9K -225 -10%
TCOT
1565
Trust Company of Toledo
Ohio
$626K – – –
AWA
1566
Arkadios Wealth Advisors
Georgia
$626K +$542K +2,071 New
HCM
1567
HMS Capital Management
Tennessee
$625K -$1.3M -4,952 -70%
TFS
1568
TrustCore Financial Services
Tennessee
$625K – – –
RWA
1569
Redhawk Wealth Advisors
Minnesota
$624K +$189K +721 +51%
SWA
1570
Sutton Wealth Advisors
Florida
$621K -$2.35K -9 -0.4%
ACS
1571
Archford Capital Strategies
Illinois
$619K +$523 +2 +0.1%
VC
1572
Veracity Capital
Georgia
$619K +$551K +2,105 New
SJIM
1573
St. Johns Investment Management
Florida
$618K +$12K +46 +2%
PIP
1574
Peachtree Investment Partners
Florida
$618K +$125K +477 +29%
NJBEST
1575
New Jersey Better Educational Savings Trust
New Jersey
$617K +$26.2K +100 +5%
61 62
63
64 65