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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
3401
Mowery & Schoenfeld Wealth Management
Illinois
$8.95K +$9.07K +17 New
LIM
3402
Longfellow Investment Management
Massachusetts
$8.42K – – –
FBC
3403
Fairfield, Bush & Co
Connecticut
$7.9K +$8K +15 New
TC
3404
Trium Capital
United Kingdom
$7.04K +$358K +672 +5%
PS
3405
PayPay Securities
Japan
$6.29K -$2.67K -5 -31%
KC
3406
Knuff & Co
California
$5.79K – – –
BCPWM
3407
Bradley & Co Private Wealth Management
Florida
$5.26K – – –
IWA
3408
IBEX Wealth Advisors
New Jersey
$5.02K -$4.94M -9,264 -100%
AFWM
3409
Abich Financial Wealth Management
Virginia
$4.42K +$4.27K +8 New
HFS
3410
HBC Financial Services
Washington
$4K – – –
MIM
3411
Macroview Investment Management
Maryland
$3.79K -$19.7K -37 -84%
DWA
3412
Delos Wealth Advisors
Texas
$3.69K -$30.9K -58 -89%
CWM
3413
Cedar Wealth Management
California
$3.16K – – –
SWM
3414
Sanctuary Wealth Management
Idaho
$3.16K – – –
PIS
3415
POM Investment Strategies
North Carolina
$3.16K +$3.2K +6 New
NC
3416
NewSquare Capital
Pennsylvania
$1.58K -$33.6K -63 -95%
GIM
3417
Gold Investment Management
Alberta, Canada
$1.58K +$1.6K +3 New
MBFW
3418
Morton Brown Family Wealth
Pennsylvania
$1.58K +$1.6K +3 New
QL
3419
Quarry LP
New York
$1.58K +$1.6K +3 New
ESCM
3420
Echo Street Capital Management
New York
– -$252M -500,678 Closed
MCM
3421
Marsico Capital Management
Colorado
– -$48.6M -96,397 Closed
ECM
3422
Element Capital Management
New York
– -$38.4M -76,148 Closed
KWILP
3423
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$36.9M -73,100 Closed
CF
3424
Cantor Fitzgerald
New York
– -$34.1M -67,715 Closed
WP
3425
Woodline Partners
California
– -$27.3M -54,209 Closed
135 136
137
138 139