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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
1826
Palisades Hudson Asset Management
Florida
$421K – – –
LAIC
1827
Lederer & Associates Investment Counsel
California
$420K -$29.5K -96 -7%
IAIM
1828
International Assets Investment Management
Florida
$419K -$418K -1,362 -50%
ICM
1829
Islay Capital Management
Texas
$419K – – –
SFG
1830
Sunburst Financial Group
Alabama
$416K – – –
BWP
1831
BSW Wealth Partners
Colorado
$416K +$23K +75 +6%
LC
1832
Lindbrook Capital
California
$416K +$39.6K +129 +11%
SAM
1833
Shone Asset Management
California
$414K -$39.9K -130 -9%
SC
1834
Sepio Capital
Utah
$411K +$405K +1,318 New
TCM
1835
Telos Capital Management
California
$409K -$30.7K -100 -7%
MS
1836
Maven Securities
Jersey
$409K +$402K +1,310 New
CFA
1837
Capstone Financial Advisors
Illinois
$407K +$1.84K +6 +0.5%
VWA
1838
V Wealth Advisors
Kansas
$405K -$758K -2,469 -66%
BEAM
1839
Baker Ellis Asset Management
Washington
$405K -$12.3K -40 -3%
ACM
1840
Armbruster Capital Management
New York
$405K – – –
CHP
1841
Cable Hill Partners
Oregon
$404K +$94.6K +308 +31%
GW
1842
GW & Wade
Massachusetts
$403K -$31K -101 -7%
FIM
1843
Fernwood Investment Management
Massachusetts
$399K – – –
JGIA
1844
Jackson Grant Investment Advisers
Connecticut
$398K +$1.23K +4 +0.3%
DIM
1845
Delta Investment Management
California
$396K -$43.6K -142 -10%
NP
1846
Ninepoint Partners
Ontario, Canada
$396K – – –
PEA
1847
Pacific Edge Advisors
California
$396K – – –
PIA
1848
Perennial Investment Advisors
California
$394K -$4.92K -16 -1%
HIS
1849
Harvest Investment Services
Illinois
$393K -$26.4K -86 -6%
AIM
1850
Alhambra Investment Management
Florida
$393K -$7.07K -23 -2%
72 73
74
75 76