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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
2026
Clear Creek Financial Management
Washington
$222K +$217K +756 New
FA
2027
Fortis Advisors
Pennsylvania
$221K -$131K -456 -38%
WS
2028
Wela Strategies
Georgia
$221K +$214K +748 New
MC
2029
Matisse Capital
Oregon
$221K +$215K +750 New
JCM
2030
Jag Capital Management
Missouri
$219K +$213K +744 New
BRM
2031
Boston Research & Management
Massachusetts
$218K -$22.4K -78 -10%
NCM
2032
Noesis Capital Mangement
Florida
$218K +$212K +739 New
SW
2033
SteelPeak Wealth
California
$218K +$212K +739 New
CCP
2034
Cardan Capital Partners
Colorado
$216K +$210K +733 New
TA
2035
Trellis Advisors
Washington
$215K +$209K +728 New
CFG
2036
Cooper Financial Group
California
$215K +$209K +729 New
MW
2037
Marcum Wealth
Ohio
$214K +$207K +724 New
CCM
2038
Chickasaw Capital Management
Tennessee
$214K +$208K +725 New
XS
2039
XR Securities
Illinois
$213K -$147K -514 -42%
ST
2040
Sabal Trust
Florida
$213K +$207K +722 New
MWM
2041
McNaughton Wealth Management
California
$212K +$206K +719 New
HWA
2042
HHM Wealth Advisors
Tennessee
$211K – – –
IAP
2043
Indie Asset Partners
Indiana
$210K +$189K +659 New
SA
2044
Shilanski & Associates
Alaska
$210K +$204K +711 New
BIA
2045
Barry Investment Advisors
Massachusetts
$209K +$203K +707 New
JHCP
2046
Jackson Hole Capital Partners
Oklahoma
$209K +$203K +708 New
NG
2047
Northstar Group
New York
$209K +$203K +709 New
SMH
2048
Sanders Morris Harris
Texas
$208K -$387K -1,350 -66%
RCM
2049
Requisite Capital Management
Texas
$208K +$202K +704 New
HR
2050
Hayden Royal
North Carolina
$208K -$520K -1,815 -72%
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