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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
CMANY
1226
Capital Management Associates (New York)
New York
$865K
WCM
1227
Whitener Capital Management
North Carolina
$864K
CHAM
1228
Clear Harbor Asset Management
Connecticut
$863K
BJL
1229
Brighton Jones LLC
Washington
$860K +$5.2K +20 +0.6%
FRM
1230
Fox Run Management
Connecticut
$860K +$288K +1,107 +52%
CAMG
1231
CWA Asset Management Group
Florida
$859K -$7.8K -30 -0.9%
APP
1232
Avantax Planning Partners
Iowa
$858K -$14.8K -57 -2%
WF
1233
Welch & Forbes
Massachusetts
$854K +$5.46K +21 +0.7%
CCMD
1234
Cypress Capital Management (Delaware)
Delaware
$854K +$39K +150 +5%
Lido Advisors
1235
Lido Advisors
California
$854K +$58.3K +224 +7%
GEA
1236
Glen Eagle Advisors
New Jersey
$854K +$78.3K +301 +10%
SA
1237
Strategic Advisors
New York
$851K +$22.9K +88 +3%
CANY
1238
Caxton Associates (New York)
New York
$848K -$120K -461 -13%
AL
1239
Aspiriant LLC
California
$845K -$20.5K -79 -2%
PWM
1240
Paulson Wealth Management
Illinois
$844K -$10.7K -41 -1%
MC
1241
Miles Capital
Iowa
$840K +$114K +437 +16%
HT
1242
Heritage Trust
Oklahoma
$838K
ACM
1243
Ashford Capital Management
Delaware
$833K +$7.8K +30 +1%
HPWM
1244
Highland Private Wealth Management
Washington
$831K +$3.64K +14 +0.5%
PI
1245
Pettee Investors
Connecticut
$830K
WP
1246
WMS Partners
Maryland
$829K -$15.3K -59 -2%
PCM
1247
Penserra Capital Management
California
$826K -$30.4K -117 -4%
OC
1248
Oakworth Capital
Alabama
$826K +$34.1K +131 +4%
HCM
1249
HM Capital Management
Missouri
$825K +$76K +292 +10%
CPA
1250
Court Place Advisors
Maryland
$819K