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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
2026
Islay Capital Management
Texas
$160K +$143K +545 New
EIP
2027
Ellis Investment Partners
Pennsylvania
$155K +$13.6K +52 +11%
APC
2028
Aspire Private Capital
North Carolina
$154K +$3.92K +15 +3%
VCM
2029
Versant Capital Management
Arizona
$150K -$7.85K -30 -6%
CPA
2030
Cowen Prime Advisors
New York
$147K – – –
CFG
2031
Capstone Financial Group
Oklahoma
$147K +$131K +500 New
LWANC
2032
Laurel Wealth Advisors (North Carolina)
North Carolina
$142K – – –
AA
2033
Argent Advisors
Louisiana
$141K +$125K +479 New
ACM
2034
AUA Capital Management
Pennsylvania
$131K – – –
SAS
2035
Stelac Advisory Services
New York
$131K +$116K +445 New
HIM
2036
Hillsdale Investment Management
Ontario, Canada
$126K -$7.85K -30 -7%
BWM
2037
Baystate Wealth Management
Massachusetts
$126K -$3.66K -14 -3%
WAS
2038
Winch Advisory Services
Wisconsin
$124K +$262 +1 +0.2%
CCA
2039
Column Capital Advisors
Indiana
$122K +$109K +416 New
AP
2040
Atwood & Palmer
Missouri
$120K – – –
CFFP
2041
Center for Financial Planning
Michigan
$120K +$106K +407 New
MCA
2042
Mercer Capital Advisers
New Jersey
$118K – – –
FMTCOCP
2043
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$114K – – –
GAM
2044
Gemmer Asset Management
California
$114K – – –
CDIA
2045
Capital Directions Investment Advisors
Georgia
$108K – – –
FMP
2046
Financial Management Professionals
Texas
$105K – – –
SL
2047
Savior LLC
Massachusetts
$104K +$92.9K +355 New
CFG
2048
CKW Financial Group
Hawaii
$103K – – –
SIAP
2049
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$99K – – –
IUHSA
2050
Itau Unibanco Holding S.A.
Brazil
$98K -$338K -1,291 -79%
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