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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
1376
Capital Asset Advisory Services
Michigan
$343K -$1.14K -5 -0.3%
HS
1377
HighVista Strategies
Massachusetts
$342K -$22.8K -100 -6%
PV
1378
Private Vista
Illinois
$341K +$365K +1,596 New
SFA
1379
Sequoia Financial Advisors
Ohio
$340K -$25.1K -110 -6%
DBRC
1380
D.B. Root & Company
Pennsylvania
$339K -$9.36K -41 -3%
GTAM
1381
Global Trust Asset Management
Florida
$336K -$284K -1,244 -44%
MFW
1382
Mosaic Family Wealth
Missouri
$336K -$60.3K -264 -14%
PEA
1383
Pacific Edge Advisors
California
$336K +$359K +1,572 New
IP
1384
Investment Partners
Ohio
$335K +$357K +1,565 New
BFO
1385
Boston Family Office
Massachusetts
$332K -$5.71K -25 -2%
CFA
1386
Carroll Financial Associates
North Carolina
$330K -$8.68K -38 -2%
FIMG
1387
Financial & Investment Management Group
Michigan
$325K – – –
AWM
1388
Altium Wealth Management
New York
$325K +$17.8K +78 +5%
ECM
1389
Element Capital Management
New York
$323K -$45.2M -197,951 -99%
WT
1390
Washington Trust
Rhode Island
$323K +$5.94K +26 +2%
SG
1391
StoneX Group
New York
$323K +$51.6K +226 +18%
MIH
1392
Meitav Investment House
Israel
$321K -$1.32M -5,795 -79%
EA
1393
Edge Advisors
Georgia
$321K +$26.3K +115 +8%
HHGA
1394
Halbert Hargrove Global Advisors
California
$321K +$57.8K +253 +20%
1SB
1395
1ST Source Bank
Indiana
$320K – – –
RWA
1396
River Wealth Advisors
Pennsylvania
$320K – – –
CWM
1397
Circle Wealth Management
New Jersey
$319K +$1.14K +5 +0.3%
BCM
1398
Brasada Capital Management
Texas
$319K +$14.6K +64 +4%
WP
1399
WealthSource Partners
California
$318K +$43.6K +191 +15%
CWA
1400
Clarus Wealth Advisors
Arizona
$317K +$339K +1,483 New