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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
HS
1376
HighVista Strategies
Massachusetts
$342K -$22.8K -100 -6%
PV
1377
Private Vista
Illinois
$341K +$365K +1,596 New
SFA
1378
Sequoia Financial Advisors
Ohio
$340K -$25.1K -110 -6%
DBRC
1379
D.B. Root & Company
Pennsylvania
$339K -$9.36K -41 -3%
GTAM
1380
Global Trust Asset Management
Florida
$336K -$284K -1,244 -44%
MFW
1381
Mosaic Family Wealth
Missouri
$336K -$60.3K -264 -14%
PEA
1382
Pacific Edge Advisors
California
$336K +$359K +1,572 New
IP
1383
Investment Partners
Ohio
$335K +$357K +1,565 New
BFO
1384
Boston Family Office
Massachusetts
$332K -$5.71K -25 -2%
CFA
1385
Carroll Financial Associates
North Carolina
$330K -$8.68K -38 -2%
FIMG
1386
Financial & Investment Management Group
Michigan
$325K – – –
AWM
1387
Altium Wealth Management
New York
$325K +$17.8K +78 +5%
ECM
1388
Element Capital Management
New York
$323K -$45.2M -197,951 -99%
WT
1389
Washington Trust
Rhode Island
$323K +$5.94K +26 +2%
SG
1390
StoneX Group
New York
$323K +$51.6K +226 +18%
MIH
1391
Meitav Investment House
Israel
$321K -$1.32M -5,795 -79%
EA
1392
Edge Advisors
Georgia
$321K +$26.3K +115 +8%
HHGA
1393
Halbert Hargrove Global Advisors
California
$321K +$57.8K +253 +20%
1SB
1394
1ST Source Bank
Indiana
$320K – – –
RWA
1395
River Wealth Advisors
Pennsylvania
$320K – – –
CWM
1396
Circle Wealth Management
New Jersey
$319K +$1.14K +5 +0.3%
BCM
1397
Brasada Capital Management
Texas
$319K +$14.6K +64 +4%
WP
1398
WealthSource Partners
California
$318K +$43.6K +191 +15%
CWA
1399
Clarus Wealth Advisors
Arizona
$317K +$339K +1,483 New
SP
1400
Successful Portfolios
Florida
$316K +$11K +48 +3%
54 55
56
57 58