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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1251
Modern Wealth Management
Kansas
$2.77M +$628K +1,693 +34%
TAIM
1252
Te Ahumairangi Investment Management
New Zealand
$2.77M -$541K -1,460 -18%
CT
1253
Chicago Trust
Illinois
$2.77M -$182K -491 -7%
SWM
1254
Sendero Wealth Management
Texas
$2.75M -$41.5K -112 -2%
LFG
1255
Larson Financial Group
Missouri
$2.75M +$517K +1,394 +27%
SBFM
1256
S-Bank Fund Management
Finland
$2.74M +$1.33M +3,594 +120%
MMPW
1257
Mitchell McLeod Pugh & Williams
Alabama
$2.73M +$41.1K +111 +2%
RPCONE
1258
Retirement Planning Company of New England
Rhode Island
$2.72M +$1.45M +3,905 +148%
MNBTD
1259
Moody National Bank Trust Division
Texas
$2.72M -$11.1K -30 -0.5%
TFA
1260
Transamerica Financial Advisors
Florida
$2.72M +$64.9K +175 +3%
ACL
1261
Applied Capital LLC
Florida
$2.72M +$3.71K +10 +0.2%
SGH
1262
Sivik Global Healthcare
Connecticut
$2.71M
TCOV
1263
Trust Company of Vermont
Vermont
$2.68M +$2.39M +6,459 New
JCM
1264
Jacobi Capital Management
Pennsylvania
$2.67M -$281K -757 -11%
SW
1265
SVB Wealth
Massachusetts
$2.67M -$76.7K -207 -3%
HH
1266
Hilltop Holdings
Texas
$2.67M -$179K -482 -7%
HCM
1267
Howard Capital Management
Georgia
$2.65M +$934K +2,521 +65%
CAM
1268
Carret Asset Management
New York
$2.65M +$16.3K +44 +0.7%
CHC
1269
City Holding Co
West Virginia
$2.65M +$219K +591 +10%
GSB
1270
Greenfield Savings Bank
Massachusetts
$2.64M -$288K -778 -11%
CFM
1271
Compass Financial Management
Florida
$2.63M +$2.39M +6,452 New
TIS
1272
Titan Investment Solutions
$2.63M +$56.3K +152 +2%
NIWA
1273
New Insight Wealth Advisors
California
$2.62M +$24.1K +65 +1%
VWM
1274
Vivid Wealth Management
Iowa
$2.62M +$2.34M +6,302 New
SSG
1275
Summit Securities Group
New York
$2.62M +$1.86M +5,021 +393%