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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
1176
Waldron Private Wealth
Pennsylvania
$709K +$27.1K +128 +4%
SBSB
1177
Sullivan, Bruyette, Speros & Blaney
Virginia
$708K – – –
GCMG
1178
Gyroscope Capital Management Group
Florida
$705K +$2.75K +13 +0.4%
HT
1179
Heritage Trust
Oklahoma
$703K – – –
BAM
1180
Belpointe Asset Management
Nevada
$699K +$82.7K +390 +14%
BWM
1181
Bernicke Wealth Management
Wisconsin
$693K +$43.7K +206 +7%
MIH
1182
Madison Investment Holdings
Wisconsin
$690K +$15.5K +73 +2%
GLI
1183
Guardian Life Insurance
New York
$690K +$198K +933 +42%
FP
1184
Foundry Partners
Minnesota
$689K -$40.1K -189 -6%
CIM
1185
CIM Investment Management
Pennsylvania
$689K -$10.6K -50 -2%
BMCM
1186
Bryn Mawr Capital Management
Pennsylvania
$689K – – –
CL
1187
CPWM LLC
Washington
$688K -$72.1K -340 -10%
Members Trust
1188
Members Trust
Florida
$688K +$12.7K +60 +2%
PI
1189
Pettee Investors
Connecticut
$688K +$36K +170 +6%
CCMD
1190
Cypress Capital Management (Delaware)
Delaware
$686K +$376K +1,775 +133%
PCM
1191
Penserra Capital Management
California
$684K +$73.1K +345 +13%
BIG
1192
Bellwether Investment Group
Tennessee
$682K -$80.5K -380 -11%
PCM
1193
Perritt Capital Management
Illinois
$679K -$42.4K -200 -6%
CPA
1194
Court Place Advisors
Maryland
$674K – – –
SS
1195
Simplicity Solutions
Minnesota
$673K +$59.6K +281 +10%
AIM
1196
Advantage Investment Management
Iowa
$672K -$183K -862 -22%
Lido Advisors
1197
Lido Advisors
California
$669K +$4.45K +21 +0.7%
BIC
1198
Beach Investment Counsel
Pennsylvania
$661K – – –
WP
1199
WMS Partners
Maryland
$656K -$73.3K -346 -10%
WA
1200
Wealth Architects
California
$652K -$34.3K -162 -5%