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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1676
Kanawha Capital Management
Virginia
$884K +$3.69K +11 +0.4%
SWM
1677
SVA Wealth Management
Wisconsin
$879K +$97.2K +290 +13%
RMCM
1678
Reynders McVeigh Capital Management
Massachusetts
$878K +$138K +412 +20%
IECM
1679
Intrinsic Edge Capital Management
Illinois
$877K +$838K +2,500 New
PCM
1680
Perritt Capital Management
Illinois
$876K -$3.35K -10 -0.4%
RIA
1681
Regal Investment Advisors
Michigan
$875K +$837K +2,496 New
IAIM
1682
International Assets Investment Management
Florida
$868K +$379K +1,130 +84%
FCM
1683
Fairbanks Capital Management
California
$865K -$335 -1 -0%
EWA
1684
EP Wealth Advisors
California
$862K +$83.8K +250 +11%
CCC
1685
Crescent Capital Consulting
Louisiana
$862K +$824K +2,458 New
CL
1686
CIM LLC
New York
$861K +$28.5K +85 +3%
EWM
1687
Executive Wealth Management
Michigan
$859K +$101K +302 +14%
CA
1688
Calton & Associates
Florida
$858K +$16.1K +48 +2%
GA
1689
Geller Advisors
New York
$857K – – –
EWM
1690
Elite Wealth Management
Washington
$857K +$2.68K +8 +0.3%
HBCM
1691
Heron Bay Capital Management
Michigan
$856K +$819K +2,442 New
IA
1692
Inspire Advisors
Idaho
$854K +$816K +2,435 New
SICM
1693
Sustainable Insight Capital Management
New York
$850K +$812K +2,423 New
SWA
1694
Sutton Wealth Advisors
Florida
$849K +$17.1K +51 +2%
NL
1695
NWAM LLC
Washington
$845K +$808K +2,411 New
CAM
1696
Connacht Asset Management
New York
$840K +$802K +2,394 New
PMFA
1697
Plante Moran Financial Advisors
Michigan
$838K +$193K +576 +32%
IA
1698
IAM Advisory
Pennsylvania
$838K +$831K +2,479 New
VBFP
1699
Valtinson Bruner Financial Planning
Minnesota
$837K +$68K +203 +10%
CBT
1700
CoreFirst Bank & Trust
Kansas
$836K +$799K +2,384 New
66 67
68
69 70