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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1951
Peak Asset Management
Colorado
$1.23M -$88.5K -167 -7%
PIA
1952
Perennial Investment Advisors
California
$1.22M -$47.1K -89 -4%
IIM
1953
Intact Investment Management
Quebec, Canada
$1.22M -$265K -500 -18%
WMP
1954
Wealth Management Partners
Arizona
$1.22M – – –
AJ
1955
Ashburton (Jersey)
Jersey
$1.22M -$360K -680 -23%
PNC
1956
Park National Corp
Ohio
$1.2M +$12.7K +24 +1%
JCM
1957
Jacobi Capital Management
Pennsylvania
$1.2M +$153K +289 +15%
SI
1958
Scharf Investments
California
$1.2M +$39.7K +75 +3%
FCM
1959
Fortis Capital Management
Washington
$1.2M +$10.1K +19 +0.8%
QPW
1960
Quantum Private Wealth
Florida
$1.19M – – –
PMFA
1961
Plante Moran Financial Advisors
Michigan
$1.19M -$26K -49 -2%
SIG
1962
Sargent Investment Group
Maryland
$1.19M +$8.47K +16 +0.7%
RPWA
1963
Regent Peak Wealth Advisors
Georgia
$1.18M -$80.5K -152 -6%
PWM
1964
Prentice Wealth Management
New York
$1.18M +$36K +68 +3%
MFP
1965
Meridian Financial Partners
Virginia
$1.18M +$6.89K +13 +0.5%
KCM
1966
Kathmere Capital Management
Pennsylvania
$1.18M +$625K +1,180 +113%
SIM
1967
SSI Investment Management
California
$1.17M -$1.06K -2 -0.1%
RIM
1968
Redwood Investment Management
Arizona
$1.17M +$212K +401 +22%
CPIG
1969
Chicago Partners Investment Group
Illinois
$1.17M -$41.3K -78 -3%
CC
1970
Copperleaf Capital
North Carolina
$1.17M -$530K -1,001 -31%
AAG
1971
Armstrong Advisory Group
Massachusetts
$1.17M +$1.17M +2,202 New
EWS
1972
Evergreen Wealth Solutions
Pennsylvania
$1.17M +$55.1K +104 +5%
SIAG
1973
Safeguard Investment Advisory Group
California
$1.16M +$9.01K +17 +0.8%
TFS
1974
TrustCore Financial Services
Tennessee
$1.16M -$110K -208 -9%
ACM
1975
Allred Capital Management
Texas
$1.16M +$3.18K +6 +0.3%
77 78
79
80 81