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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2276
Wealthstream Advisors
New York
$639K +$376K +768 +137%
TWM
2277
TriaGen Wealth Management
California
$639K -$28.9K -59 -4%
V
2278
VeraBank
Texas
$638K +$5.38K +11 +0.8%
WEG
2279
World Equity Group
Illinois
$638K -$1.49M -3,050 -70%
HFS
2280
Heritage Financial Services
Massachusetts
$637K – – –
FIBT
2281
First International Bank & Trust
North Dakota
$637K +$7.82K +16 +1%
BCM
2282
Bourgeon Capital Management
Connecticut
$637K +$611K +1,250 +1,645%
SEIA
2283
Signature Estate & Investment Advisors
California
$636K +$10.8K +22 +2%
BLC
2284
Brown, Lisle/Cummings
Rhode Island
$634K +$46K +94 +8%
GCM
2285
Gladius Capital Management
Illinois
$634K +$645K +1,320 New
WTA
2286
Washington Trust Advisors
Massachusetts
$633K -$147K -300 -19%
CCA
2287
Column Capital Advisors
Indiana
$631K -$1.47K -3 -0.2%
MC
2288
Miramar Capital
Illinois
$630K -$80.2K -164 -11%
VNA
2289
Valley National Advisers
Pennsylvania
$626K +$2.44K +5 +0.4%
AAM
2290
AR Asset Management
California
$625K +$636K +1,300 New
CA
2291
CoreCap Advisors
Michigan
$625K +$636K +1,300 New
CCFM
2292
Clear Creek Financial Management
Washington
$623K -$33.3K -68 -5%
HCM
2293
Howland Capital Management
Massachusetts
$622K – – –
AA
2294
Aire Advisors
California
$618K +$978 +2 +0.2%
SMA
2295
Seven Mile Advisory
New Jersey
$616K +$626K +1,281 New
FMP
2296
Financial Management Professionals
Texas
$615K -$10.3K -21 -2%
VWA
2297
Visionary Wealth Advisors
Illinois
$614K -$14.7K -30 -2%
FIM
2298
Fernwood Investment Management
Massachusetts
$614K +$44.5K +91 +8%
PO
2299
Private Ocean
California
$612K +$168K +344 +37%
NP
2300
Ninepoint Partners
Ontario, Canada
$611K – – –
90 91
92
93 94