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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
KA
2851
Kearns & Associates
California
$252K
NSEDCP
2852
NJ State Employees Deferred Compensation Plan
New Jersey
$252K
PEA
2853
Park Edge Advisors
Ohio
$252K
PWA
2854
Provenance Wealth Advisors
Florida
$252K +$246K +500 New
SC
2855
Samjo Capital
New York
$252K +$246K +500 New
LL
2856
LPWM LLC
Minnesota
$252K -$66.4K -135 -22%
CA
2857
CSM Advisors
Pennsylvania
$251K
QP
2858
Quilter Plc
United Kingdom
$250K -$17.2K -35 -12%
JSAM
2859
J. Safra Asset Management
New York
$250K +$52.7K +107 +28%
WB
2860
Webster Bank
Connecticut
$249K -$2.46K -5 -1%
IAG
2861
Investment Advisory Group
Massachusetts
$248K +$13.3K +27 +6%
NAM
2862
NTV Asset Management
West Virginia
$248K
LTI
2863
Laffer Tengler Investments
Tennessee
$247K -$80.7K -164 -25%
AA
2864
Alesco Advisors
New York
$247K
OWM
2865
Orgel Wealth Management
Wisconsin
$247K
AA
2866
AlphaQ Advisors
Florida
$246K -$19.7K -40 -8%
BFP
2867
Briaud Financial Planning
Texas
$246K
FWM
2868
Focused Wealth Management
New York
$246K +$984 +2 +0.4%
NEWAS
2869
N.E.W. Advisory Services
Wisconsin
$246K +$240K +487 New
VCM
2870
Verde Capital Management
Michigan
$245K +$33K +67 +16%
RPCA
2871
Running Point Capital Advisors
California
$245K +$13.3K +27 +6%
P
2872
Palladiem
Pennsylvania
$245K
BWA
2873
Beam Wealth Advisors
Louisiana
$244K +$11.3K +23 +5%
LAM
2874
Lifestyle Asset Management
Texas
$244K -$1.97K -4 -0.8%
Cohen & Steers
2875
Cohen & Steers
New York
$243K +$237K +482 New