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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
751
Litman Gregory Wealth Management
California
$14.4M +$784K +1,534 +6%
CCM
752
Coldstream Capital Management
Washington
$14.4M +$33.2K +65 +0.2%
AA
753
Altrafin AG
$14.4M -$705K -1,379 -5%
PTB
754
Pioneer Trust Bank
Oregon
$14.3M +$192K +375 +1%
CWP
755
Cyndeo Wealth Partners
Florida
$14.3M -$1.43M -2,788 -9%
AA
756
ALPS Advisors
Colorado
$14.3M +$112K +220 +0.8%
ACA
757
Anchor Capital Advisors
Massachusetts
$14.3M -$6.51M -12,739 -32%
PIM
758
Penobscot Investment Management
Massachusetts
$14.2M -$720K -1,409 -5%
NRS
759
Neville Rodie & Shaw
New York
$14.2M +$248K +486 +2%
EH
760
Equitable Holdings
New York
$14.2M +$1.6M +3,133 +13%
FFA
761
First Foundation Advisors
California
$14.2M -$1.25M -2,450 -8%
MC
762
Middleton & Co
Massachusetts
$14.1M -$424K -829 -3%
CCP
763
Clough Capital Partners
Massachusetts
$14.1M +$8.32M +16,279 +153%
HT
764
Heritage Trust
Oklahoma
$14.1M -$236K -462 -2%
AC
765
Addenda Capital
Quebec, Canada
$14M -$91.5K -179 -0.7%
KRSITF
766
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$14M -$4.55M -8,898 -25%
AG
767
Ascent Group
Virginia
$13.9M +$2.42M +4,730 +22%
IWC
768
Integrated Wealth Concepts
Massachusetts
$13.8M -$185K -362 -1%
HR
769
Howe & Rusling
New York
$13.7M -$189K -369 -1%
AAP
770
Aristotle Atlantic Partners
Florida
$13.7M -$16.6M -32,512 -55%
PFS
771
Prospera Financial Services
Texas
$13.7M -$406K -794 -3%
IMCOOI
772
Investment Management Corp of Ontario (IMCO)
Canada
$13.6M -$9.98M -19,532 -43%
BAM
773
Bell Asset Management
Australia
$13.6M -$1.3M -2,544 -9%
HP
774
HealthInvest Partners
Sweden
$13.5M -$4.82M -9,420 -27%
CIA
775
Concurrent Investment Advisors
Florida
$13.5M +$2.23M +4,371 +20%
29 30
31
32 33