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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1226
Aspiriant LLC
California
$798K -$25K -104 -3%
WCM
1227
Whitener Capital Management
North Carolina
$797K – – –
CMANY
1228
Capital Management Associates (New York)
New York
$797K +$780K +3,250 New
DWM
1229
Darwin Wealth Management
Florida
$795K +$16.8K +70 +2%
PWM
1230
Paulson Wealth Management
Illinois
$792K -$56.7K -236 -7%
BMO
1231
Beck Mack & Oliver
New York
$791K +$178K +742 +30%
PCM
1232
Penserra Capital Management
California
$790K – – –
BJL
1233
Brighton Jones LLC
Washington
$789K -$114K -475 -13%
WSTAM
1234
Wilbanks Smith & Thomas Asset Management
Virginia
$784K +$54.5K +227 +8%
WPW
1235
Waldron Private Wealth
Pennsylvania
$782K – – –
WF
1236
Welch & Forbes
Massachusetts
$782K +$6.24K +26 +0.8%
WP
1237
WMS Partners
Maryland
$779K +$23.3K +97 +3%
HT
1238
Heritage Trust
Oklahoma
$773K – – –
LP
1239
LMR Partners
United Kingdom
$772K -$2.43M -10,129 -76%
PI
1240
Pettee Investors
Connecticut
$765K – – –
SA
1241
Strategic Advisors
New York
$763K +$16.6K +69 +2%
HPWM
1242
Highland Private Wealth Management
Washington
$763K +$70.1K +292 +10%
BB
1243
Bell Bank
North Dakota
$763K +$184K +767 +33%
ACM
1244
Ashford Capital Management
Delaware
$761K +$12K +50 +2%
SC
1245
SouthState Corp
Florida
$760K -$30.7K -128 -4%
RCM
1246
RNC Capital Management
California
$757K -$45.6K -190 -6%
CANC
1247
Culbertson A N & Co
Virginia
$756K +$104K +435 +16%
HPC
1248
HM Payson & Co
Maine
$755K -$35.3K -147 -5%
CPA
1249
Court Place Advisors
Maryland
$755K – – –
SBSB
1250
Sullivan, Bruyette, Speros & Blaney
Virginia
$755K – – –
48 49
50
51 52