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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1251
Court Place Advisors
Maryland
$819K – – –
PCM
1252
Perritt Capital Management
Illinois
$818K – – –
SBSB
1253
Sullivan, Bruyette, Speros & Blaney
Virginia
$814K -$4.16K -16 -0.5%
SC
1254
SouthState Corp
Florida
$810K -$12.5K -48 -2%
CL
1255
Choreo LLC
Illinois
$807K -$539K -2,072 -41%
GTAM
1256
Global Trust Asset Management
Florida
$807K -$115K -444 -13%
BMO
1257
Beck Mack & Oliver
New York
$798K -$58.5K -225 -7%
BIC
1258
Beach Investment Counsel
Pennsylvania
$798K – – –
IIM
1259
Intact Investment Management
Quebec, Canada
$798K – – –
BONST
1260
Bank of Nova Scotia Trust
Ontario, Canada
$783K +$17.7K +68 +2%
FFWA
1261
FRG Family Wealth Advisors
Washington
$776K – – –
MFW
1262
Meristem Family Wealth
Minnesota
$775K +$32.8K +126 +5%
UAS
1263
United Asset Strategies
New York
$766K +$23.4K +90 +3%
MOS
1264
MGO One Seven
Ohio
$763K +$747K +2,871 New
SS
1265
Sunbelt Securities
Texas
$760K +$22.6K +87 +3%
IWC
1266
Integrated Wealth Concepts
Massachusetts
$760K +$102K +391 +16%
WSTAM
1267
Wilbanks Smith & Thomas Asset Management
Virginia
$755K -$92.9K -357 -11%
MI
1268
Markston International
New York
$755K – – –
EWM
1269
Empirical Wealth Management
Washington
$755K +$281K +1,079 +61%
CA
1270
Calton & Associates
Florida
$754K +$28.1K +108 +4%
AGA
1271
Accuvest Global Advisors
Utah
$753K -$178K -685 -19%
GSBTD
1272
Glenview State Bank Trust Department
Illinois
$751K – – –
BHB
1273
Bank Hapoalim BM
Israel
$751K +$8.32K +32 +1%
DLA
1274
Douglas Lane & Associates
New York
$748K +$200K +768 +38%
OC
1275
Oarsman Capital
Wisconsin
$746K -$144K -555 -17%
49 50
51
52 53