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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
3401
Goodman Advisory Group
Massachusetts
$9.48K – – –
SA
3402
SRH Advisors
Kansas
$9.48K – – –
KSWA
3403
Kathleen S. Wright Associates
Pennsylvania
$8.95K – – –
MSWM
3404
Mowery & Schoenfeld Wealth Management
Illinois
$8.95K +$9.07K +17 New
LIM
3405
Longfellow Investment Management
Massachusetts
$8.42K – – –
FBC
3406
Fairfield, Bush & Co
Connecticut
$7.9K +$8K +15 New
PS
3407
PayPay Securities
Japan
$6.29K -$2.67K -5 -31%
KC
3408
Knuff & Co
California
$5.79K – – –
BCPWM
3409
Bradley & Co Private Wealth Management
Florida
$5.26K – – –
AFWM
3410
Abich Financial Wealth Management
Virginia
$4.42K +$4.27K +8 New
HFS
3411
HBC Financial Services
Washington
$4K – – –
MIM
3412
Macroview Investment Management
Maryland
$3.79K -$19.7K -37 -84%
DWA
3413
Delos Wealth Advisors
Texas
$3.69K -$30.9K -58 -89%
CWM
3414
Cedar Wealth Management
California
$3.16K – – –
SWM
3415
Sanctuary Wealth Management
Idaho
$3.16K – – –
PIS
3416
POM Investment Strategies
North Carolina
$3.16K +$3.2K +6 New
NC
3417
NewSquare Capital
Pennsylvania
$1.58K -$33.6K -63 -95%
GIM
3418
Gold Investment Management
Alberta, Canada
$1.58K +$1.6K +3 New
MBFW
3419
Morton Brown Family Wealth
Pennsylvania
$1.58K +$1.6K +3 New
QL
3420
Quarry LP
New York
$1.58K +$1.6K +3 New
ESCM
3421
Echo Street Capital Management
New York
– -$252M -500,678 Closed
MCM
3422
Marsico Capital Management
Colorado
– -$48.6M -96,397 Closed
ECM
3423
Element Capital Management
New York
– -$38.4M -76,148 Closed
KWILP
3424
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$36.9M -73,100 Closed
CF
3425
Cantor Fitzgerald
New York
– -$34.1M -67,715 Closed
135 136
137
138 139