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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
2301
Root Financial Partners
California
$888K +$150K +266 +21%
RIA
2302
Realta Investment Advisors
Delaware
$887K -$2.26M -3,992 -73%
HPM
2303
Hoxton Planning & Management
West Virginia
$884K +$201K +356 +31%
JGIA
2304
Jackson Grant Investment Advisers
Connecticut
$882K +$1.7K +3 +0.2%
JCM
2305
Jacobsen Capital Management
Utah
$881K -$30.5K -54 -3%
APIM
2306
Agate Pass Investment Management
Washington
$879K +$32.8K +58 +4%
AWM
2307
AllSquare Wealth Management
New York
$878K – – –
FMTCOCP
2308
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$878K +$516K +913 +155%
IIM
2309
Intact Investment Management
Quebec, Canada
$877K -$1.12M -1,980 -57%
VV
2310
Verity & Verity
South Carolina
$876K +$87.1K +154 +11%
SFI
2311
SPC Financial Inc
Maryland
$876K +$593K +1,049 +234%
SC
2312
Summa Corp
Texas
$875K +$140K +247 +20%
SCG
2313
Sonata Capital Group
Washington
$875K – – –
SC
2314
Steph & Co
Wisconsin
$875K +$13.6K +24 +2%
PAM
2315
Paradigm Asset Management
New York
$874K – – –
FG
2316
Foster Group
Iowa
$874K -$1.15M -2,036 -58%
MAM
2317
Marotta Asset Management
Virginia
$872K -$3.96K -7 -0.5%
KIG
2318
Kowal Investment Group
Wisconsin
$870K +$180K +319 +27%
OBWG
2319
Onyx Bridge Wealth Group
New York
$869K -$14.1K -25 -2%
I
2320
INVST
Indiana
$868K -$14.1K -25 -2%
PC
2321
Permanens Capital
New York
$868K +$839K +1,484 New
HFM
2322
Harvest Fund Management
China
$866K -$755K -1,334 -47%
SIM
2323
SSI Investment Management
California
$865K -$566 -1 -0.1%
SFB
2324
STAR Financial Bank
Indiana
$864K -$239K -423 -22%
SWP
2325
Summit Wealth Partners
Florida
$862K – – –
91 92
93
94 95