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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1101
Acadia Trust
Maine
$267K -$6.67K -50 -3%
DWM
1102
Darwin Wealth Management
Florida
$267K +$252K +1,889 New
MWM
1103
Mission Wealth Management
California
$266K -$5.47K -41 -2%
ST
1104
Smithfield Trust
Pennsylvania
$264K +$163K +1,223 +188%
CFP
1105
Cornerstone Financial Partners
North Carolina
$264K +$248K +1,862 New
HIIFS
1106
Harel Insurance Investments & Financial Services
Israel
$261K -$24K -180 -9%
SC
1107
SouthState Corp
Florida
$259K -$3.87K -29 -2%
BO
1108
BRR OpCo
Ohio
$259K -$1.6K -12 -0.7%
AW
1109
Alpha Windward
Massachusetts
$258K -$34.5K -259 -12%
WPW
1110
Waldron Private Wealth
Pennsylvania
$258K +$244K +1,829 New
MIC
1111
MU Investments Company
Japan
$257K -$187K -1,400 -43%
NGA
1112
Naples Global Advisors
Florida
$256K -$107K -802 -31%
TC
1113
TradeLink Capital
Illinois
$255K +$241K +1,805 New
EFSCE
1114
Enterprise Financial Services Corp (EFSC)
Missouri
$253K – – –
VWM
1115
Valley Wealth Managers
New Jersey
$251K -$12.3K -92 -5%
FHC
1116
First Heartland Consultants
Missouri
$251K +$237K +1,775 New
KT
1117
Kanaly Trust
Texas
$250K +$1.47K +11 +0.6%
CFA
1118
Carroll Financial Associates
North Carolina
$247K +$26.7K +200 +13%
FIMG
1119
Financial & Investment Management Group
Michigan
$243K – – –
MA
1120
MCF Advisors
Kentucky
$243K +$102K +763 +80%
GXMC
1121
Global X Management Company
New York
$240K +$105K +786 +86%
TIM
1122
Thompson Investment Management
Wisconsin
$239K -$3.6K -27 -2%
RWA
1123
River Wealth Advisors
Pennsylvania
$239K – – –
AA
1124
Ancora Advisors
Ohio
$238K +$225K +1,685 New
AIM
1125
Aspen Investment Management
Michigan
$237K -$22.7K -170 -9%
43 44
45
46 47