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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
1801
Jackson Grant Investment Advisers
Connecticut
$658K +$201K +599 +47%
KFA
1802
Krane Funds Advisors
New York
$656K +$220K +656 +54%
BB
1803
Berkshire Bank
Massachusetts
$655K -$3.35K -10 -0.5%
F
1804
F3Logic
Minnesota
$654K +$60.3K +180 +11%
BMO
1805
Beck Mack & Oliver
New York
$653K -$230K -686 -27%
DA
1806
Detalus Advisors
Missouri
$652K -$30.8K -92 -5%
WT
1807
Washington Trust
Rhode Island
$652K -$15.1K -45 -2%
TEC
1808
Tiger Eye Capital
Tennessee
$651K – – –
TFS
1809
TrustCore Financial Services
Tennessee
$651K +$18.4K +55 +3%
LBA
1810
Letko, Brosseau & Associates
Quebec, Canada
$649K – – –
SYBT
1811
Stock Yards Bank & Trust
Kentucky
$648K -$13.4K -40 -2%
SCI
1812
Stableford Capital II
Arizona
$646K +$618K +1,843 New
HCA
1813
Heck Capital Advisors
Wisconsin
$646K -$1.01K -3 -0.2%
FPGK
1814
Financial Partners Group (Kansas)
Kansas
$643K +$57.7K +172 +10%
PP
1815
Professional Planning
California
$642K +$613K +1,830 New
DWM
1816
Darwin Wealth Management
Florida
$640K -$221K -659 -27%
JWM
1817
Jeppson Wealth Management
California
$636K – – –
BOPW
1818
Brandywine Oak Private Wealth
Pennsylvania
$635K – – –
NB
1819
Nicolet Bankshares
Wisconsin
$634K -$2.68K -8 -0.4%
JI
1820
Jeereddi Investments
California
$631K – – –
SWG
1821
Summit Wealth Group
Vermont
$627K – – –
ATC
1822
Adirondack Trust Company
New York
$627K +$220K +655 +53%
PWAG
1823
Polaris Wealth Advisory Group
California
$626K +$577K +1,722 New
PCM
1824
Pointe Capital Management
Michigan
$624K -$69.7K -208 -10%
SAG
1825
Spotlight Asset Group
Illinois
$624K +$85.5K +255 +17%
71 72
73
74 75