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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CTB
1951
Country Trust Bank
Illinois
$473K -$52.3K -156 -10%
PHAM
1952
Palisades Hudson Asset Management
Florida
$473K – – –
LC
1953
Lindbrook Capital
California
$473K +$4.69K +14 +1%
IHWM
1954
Iron Horse Wealth Management
Iowa
$471K +$451K +1,344 New
BCA
1955
Bay Colony Advisors
Massachusetts
$470K -$164K -490 -27%
SPFA
1956
Summit Place Financial Advisors
New Jersey
$468K -$30.2K -90 -6%
ACA
1957
Anchor Capital Advisors
Massachusetts
$467K +$447K +1,333 New
FNB
1958
Farmers National Bank
Kentucky
$466K +$445K +1,329 New
SWA
1959
SFMG Wealth Advisors
Texas
$464K +$217K +647 +96%
BO
1960
Bank OZK
Arkansas
$463K -$33.5K -100 -7%
SMA
1961
Sage Mountain Advisors
Georgia
$463K +$443K +1,321 New
ICM
1962
Islay Capital Management
Texas
$462K -$8.38K -25 -2%
CPIG
1963
Chicago Partners Investment Group
Illinois
$462K +$84.1K +251 +23%
PP
1964
Patron Partners
Texas
$462K +$441K +1,317 New
CFA
1965
Capstone Financial Advisors
Illinois
$458K +$670 +2 +0.2%
GM
1966
GeoWealth Management
Illinois
$457K +$433K +1,293 New
ACM
1967
Armbruster Capital Management
New York
$456K – – –
BEAM
1968
Baker Ellis Asset Management
Washington
$456K – – –
GCP
1969
GSA Capital Partners
United Kingdom
$456K +$22.8K +68 +6%
SSWM
1970
Smith Salley Wealth Management
North Carolina
$452K +$194K +578 +81%
BOS
1971
Bingham Osborn & Scarborough
California
$450K -$32.2K -96 -7%
FIM
1972
Fernwood Investment Management
Massachusetts
$449K – – –
SFP
1973
Sandbox Financial Partners
Maryland
$447K +$428K +1,276 New
SAM
1974
Shone Asset Management
California
$446K – – –
NP
1975
Ninepoint Partners
Ontario, Canada
$445K – – –
77 78
79
80 81