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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
2026
Kelleher Financial Advisors
New York
$678K +$352K +921 +73%
ANC
2027
Ames National Corp
Iowa
$678K – – –
SHGA
2028
Sand Hill Global Advisors
California
$675K -$87.9K -230 -10%
EPA
2029
Element Pointe Advisors
Florida
$671K +$595K +1,558 +263%
FFA
2030
Florida Financial Advisors
Florida
$671K -$55.4K -145 -6%
RCM
2031
Requisite Capital Management
Texas
$670K +$821K +2,148 New
CSPIA
2032
Cary Street Partners Investment Advisory
Virginia
$668K -$158K -414 -16%
ARMT
2033
Amica Retiree Medical Trust
Rhode Island
$668K – – –
4WM
2034
44 Wealth Management
Oregon
$668K +$241K +630 +42%
4WM
2035
49 Wealth Management
Texas
$665K +$142K +371 +21%
FTC
2036
Farmers Trust Company
Ohio
$664K +$242K +634 +42%
ATC
2037
Adirondack Trust Company
New York
$663K -$143K -374 -15%
CA
2038
Cambridge Advisors
Nebraska
$662K – – –
WCM
2039
Wallace Capital Management
Texas
$661K – – –
JWWM
2040
Johnson & White Wealth Management
Pennsylvania
$661K +$122K +320 +18%
NFG
2041
Nations Financial Group
Iowa
$659K -$2.52M -6,593 -76%
LWM
2042
Lodestone Wealth Management
Washington
$659K +$807K +2,111 New
BC
2043
Bridgefront Capital
Texas
$657K +$805K +2,106 New
APC
2044
Aspire Private Capital
North Carolina
$656K +$16.1K +42 +2%
CA
2045
CoreCap Advisors
Michigan
$654K +$97.8K +256 +14%
SFS
2046
Stiles Financial Services
Minnesota
$653K -$230K -603 -22%
CCP
2047
Cassia Capital Partners
North Carolina
$653K +$35.5K +93 +5%
SB
2048
Simmons Bank
Arkansas
$652K -$2.87M -7,504 -78%
DWM
2049
Drive Wealth Management
Utah
$650K -$746K -1,952 -48%
EW
2050
Elyxium Wealth
California
$649K +$100K +262 +14%
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