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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
2026
Boyd Watterson Asset Management
Ohio
– -$282K -1,142 Closed
HIS
2027
Harvest Investment Services
Illinois
– -$268K -1,094 Closed
AP
2028
Arlington Partners
Alabama
– -$270K -1,090 Closed
ICA
2029
Infrastructure Capital Advisors
New York
– -$248K -1,003 Closed
BBA
2030
BLB&B Advisors
Pennsylvania
– -$247K -997 Closed
FHC
2031
First Heartland Consultants
Missouri
– -$244K -989 Closed
JLBC
2032
J.L. Bainbridge & Co
Florida
– -$217K -901 Closed
PCAP
2033
Pratt Collard Advisory Partners
New York
– -$217K -877 Closed
NG
2034
Northstar Group
New York
– -$216K -874 Closed
TIA
2035
Tandem Investment Advisors
South Carolina
– -$212K -859 Closed
FPCG
2036
Fort Pitt Capital Group
Pennsylvania
– -$211K -853 Closed
ST
2037
Sabal Trust
Florida
– -$209K -843 Closed
WAM
2038
Weiss Asset Management
Massachusetts
– -$207K -839 Closed
CAM
2039
Crestone Asset Management
Colorado
– -$203K -820 Closed
BRM
2040
Boston Research & Management
Massachusetts
– -$202K -818 Closed
UF
2041
Univest Financial
Pennsylvania
– -$202K -816 Closed
EWM
2042
Elite Wealth Management
Washington
– -$202K -815 Closed
LI
2043
LVZ Inc
Michigan
– -$201K -814 Closed
SGK
2044
Steigerwald Gordon & Koch
Virginia
– -$201K -814 Closed
WCM
2045
WealthBridge Capital Management
Ohio
– -$179K -751 Closed
RCM
2046
Requisite Capital Management
Texas
– -$174K -704 Closed
IC
2047
Inscription Capital
Texas
– -$173K -698 Closed
IDBONY
2048
Israel Discount Bank of New York
New York
– -$165K -667 Closed
AWM
2049
Aevitas Wealth Management
Massachusetts
– -$140K -566 Closed
NWM
2050
Northwest Wealth Management
Iowa
– -$118K -478 Closed
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