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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1951
MTM Investment Management
South Carolina
$1.07M +$195K +370 +21%
CF
1952
Copperwynd Financial
Arizona
$1.07M -$38.4K -73 -3%
JGIA
1953
Jackson Grant Investment Advisers
Connecticut
$1.07M +$1.58K +3 +0.1%
RP
1954
Riverwater Partners
Wisconsin
$1.07M -$35.8K -68 -3%
SAM
1955
Secure Asset Management
Michigan
$1.06M +$19.5K +37 +2%
TC
1956
Titleist Capital
Texas
$1.06M -$71.5K -136 -6%
KCM
1957
KRS Capital Management
Michigan
$1.06M +$74.7K +142 +7%
BA
1958
Bluesphere Advisors
Pennsylvania
$1.06M – – –
MAM
1959
McLean Asset Management
Virginia
$1.06M +$12.1K +23 +1%
CIP
1960
Convergence Investment Partners
Florida
$1.06M -$243K -462 -18%
EWS
1961
Evergreen Wealth Solutions
Pennsylvania
$1.06M +$23.7K +45 +2%
HHGA
1962
Halbert Hargrove Global Advisors
California
$1.06M +$28.9K +55 +3%
VI
1963
Versor Investments
New York
$1.05M -$198K -377 -15%
PB
1964
Pinnacle Bancorp
Nebraska
$1.05M – – –
GA
1965
GoalVest Advisory
New York
$1.05M -$653K -1,242 -37%
CAGAS
1966
Capital Advisory Group Advisory Services
Minnesota
$1.05M -$21K -40 -2%
SAM
1967
Sompo Asset Management
Japan
$1.05M +$557K +1,060 +104%
PMG
1968
ProVise Management Group
Florida
$1.05M -$67.3K -128 -6%
BAG
1969
Briggs Advisory Group
Rhode Island
$1.05M -$20.5K -39 -2%
MA
1970
MCF Advisors
Kentucky
$1.04M +$48.9K +93 +5%
MTC
1971
McDaniel Terry & Co
Texas
$1.04M – – –
EC
1972
Enhancing Capital
Pennsylvania
$1.03M – – –
4WM
1973
44 Wealth Management
Oregon
$1.03M -$504K -958 -32%
WFC
1974
Western Financial Corp
California
$1.03M +$734K +1,396 +216%
MBT
1975
Montecito Bank & Trust
California
$1.03M -$76.2K -145 -7%
77 78
79
80 81