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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
BSHC
3001
Breed's Hill Capital
Massachusetts
$322K +$14.7K +26 +5%
MWM
3002
Magnolia Wealth Management
Alabama
$322K – – –
MAM
3003
Mainsail Asset Management
Alabama
$322K – – –
LWMT
3004
Legacy Wealth Management (Tennessee)
Tennessee
$322K +$311K +550 New
FCFC
3005
First Citizens Financial Corp
Iowa
$321K +$6.79K +12 +2%
CAM
3006
Clark Asset Management
New Hampshire
$319K +$309K +546 New
LWP
3007
Laurel Wealth Planning
Minnesota
$319K – – –
LPAM
3008
Lodestar Private Asset Management
California
$319K +$1.7K +3 +0.6%
BIP
3009
Blue Investment Partners
California
$319K – – –
Jacobs Levy Equity Management
3010
Jacobs Levy Equity Management
New Jersey
$319K +$308K +545 New
CFGA
3011
Cambridge Financial Group (Arizona)
Arizona
$317K – – –
MPCG
3012
Matrix Private Capital Group
New York
$317K – – –
GA
3013
Greenspring Advisors
Maryland
$317K +$307K +542 New
EIA
3014
Edgemoor Investment Advisors
Maryland
$316K -$48.1K -85 -14%
FPFS
3015
First Personal Financial Services
North Carolina
$316K +$5.66K +10 +2%
NC
3016
Napatree Capital
Rhode Island
$316K +$66.2K +117 +28%
CFP
3017
Cypress Financial Planning
New Jersey
$315K +$1.13K +2 +0.4%
APW
3018
Acima Private Wealth
Virginia
$315K – – –
WR
3019
WD Rutherford
Oregon
$314K -$621K -1,098 -67%
EWM
3020
Elevatus Welath Management
New York
$314K +$38.5K +68 +14%
S
3021
Sachetta
Massachusetts
$314K +$44.7K +79 +17%
OPWM
3022
Oakwell Private Wealth Management
Texas
$313K -$8.48K -15 -3%
UBV
3023
United Bank (Virginia)
Virginia
$313K – – –
DI
3024
Diligent Investors
California
$313K -$11.3K -20 -4%
ITFISA
3025
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$313K -$838K -1,482 -73%