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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
NYLT
1126
New York Life Trust
New York
$232K +$121K +865 +109%
ISL
1127
Ingalls & Snyder LLC
New York
$231K +$231K +1,648 New
BIA
1128
Barry Investment Advisors
Massachusetts
$230K +$140 +1 +0.1%
CFA
1129
Cahill Financial Advisors
Minnesota
$230K +$840 +6 +0.4%
SMH
1130
Sanders Morris Harris
Texas
$224K -$167K -1,195 -43%
CAW
1131
Cornerstone Advisors (Washington)
Washington
$223K +$105K +748 +88%
BFO
1132
Boston Family Office
Massachusetts
$220K – – –
SMC
1133
Smith, Moore & Co
Missouri
$220K +$14.1K +101 +7%
WSTAM
1134
Wilbanks Smith & Thomas Asset Management
Virginia
$219K +$219K +1,564 New
BPB
1135
Badgley, Phelps & Bell
Washington
$217K +$12.7K +91 +6%
IP
1136
Investment Partners
Ohio
$217K +$218K +1,553 New
BCM
1137
Becker Capital Management
Oregon
$216K +$9.52K +68 +5%
SC
1138
SouthState Corp
Florida
$214K -$42.3K -302 -16%
OAM
1139
Occidental Asset Management
California
$214K – – –
ACM
1140
Alpha Capital Management
Texas
$214K +$214K +1,531 New
FANJ
1141
Financial Architects (New Jersey)
New Jersey
$213K -$5.18K -37 -2%
AAM
1142
Aureus Asset Management
Massachusetts
$212K +$212K +1,512 New
HAIM
1143
Hunter Associates Investment Management
Pennsylvania
$210K – – –
BBNB
1144
Baker Boyer National Bank
Washington
$207K +$207K +1,476 New
HIIFS
1145
Harel Insurance Investments & Financial Services
Israel
$206K -$53.2K -380 -21%
WPW
1146
Waldron Private Wealth
Pennsylvania
$206K -$49.7K -355 -19%
NED
1147
Nancy E. Dempze
$206K – – –
LCM
1148
Logan Capital Management
Pennsylvania
$204K – – –
RMCM
1149
Reynders McVeigh Capital Management
Massachusetts
$204K +$5.18K +37 +3%
LA
1150
LVW Advisors
New York
$204K +$204K +1,458 New
44 45
46
47 48