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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
APSI
1051
Asset Planning Services Inc
Louisiana
$6.8M -$98.7K -185 -1%
SCM
1052
Suvretta Capital Management
New York
$6.75M -$7.68M -14,400 -53%
GIA
1053
Gladstone Institutional Advisory
Florida
$6.74M +$671K +1,259 +11%
TPA
1054
Trivium Point Advisory
Connecticut
$6.71M +$66.7K +125 +1%
BHWM
1055
Bar Harbor Wealth Management
New Hampshire
$6.7M +$115K +215 +2%
CT
1056
Clearstead Trust
Maine
$6.68M +$993K +1,861 +17%
GGI
1057
GPM Growth Investors
Michigan
$6.68M -$11.7K -22 -0.2%
WFI
1058
West Family Investments
California
$6.68M +$153K +287 +2%
NP
1059
NorthRock Partners
Minnesota
$6.67M +$3.27M +6,122 +94%
GW
1060
GW & Wade
Massachusetts
$6.67M +$754K +1,413 +13%
AG
1061
AlTi Global
New York
$6.66M +$6.74M +12,643 New
BI
1062
Ballast Inc
Kentucky
$6.64M -$56K -105 -0.8%
CPA
1063
Capital Planning Advisors
California
$6.62M -$125K -234 -2%
WPW
1064
Waldron Private Wealth
Pennsylvania
$6.61M +$449K +841 +7%
GCM
1065
Gunderson Capital Management
South Carolina
$6.6M +$6.68M +12,532 New
WANY
1066
Wealthspire Advisors (New York)
New York
$6.59M +$118K +222 +2%
SW
1067
SlateStone Wealth
Florida
$6.56M +$91.7K +172 +1%
MS
1068
Marshall & Sullivan
Washington
$6.56M -$223K -419 -3%
NCM
1069
Nelson Capital Management
California
$6.56M -$146K -273 -2%
JRP
1070
Jasper Ridge Partners
California
$6.52M – – –
CBTWT
1071
Community Bank & Trust (Waco, Texas)
Texas
$6.51M +$231K +434 +4%
CT
1072
Chicago Trust
Illinois
$6.5M -$314K -589 -5%
LSAG
1073
Lake Street Advisors Group
New Hampshire
$6.5M +$93.9K +176 +1%
CWM
1074
Connecticut Wealth Management
Connecticut
$6.48M +$1.19M +2,236 +22%
TAIM
1075
Te Ahumairangi Investment Management
New Zealand
$6.46M -$1.35M -2,540 -17%
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