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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1401
Gerber Kawasaki Wealth & Investment Management
California
$451K – – –
BEAM
1402
Baker Ellis Asset Management
Washington
$450K – – –
NWP
1403
Northstar Wealth Partners
Connecticut
$448K +$1.56K +6 +0.4%
DWM
1404
Dynasty Wealth Management
Florida
$448K +$438K +1,684 New
BRWM
1405
B. Riley Wealth Management
Tennessee
$448K +$438K +1,685 New
PAM
1406
Peak Asset Management
Colorado
$447K – – –
RIA
1407
Regal Investment Advisors
Michigan
$446K +$436K +1,676 New
FFC
1408
First Financial Corp
Indiana
$443K -$20K -77 -4%
TCM
1409
Tuttle Capital Management
Connecticut
$442K -$358K -1,377 -45%
AAM
1410
Aureus Asset Management
Massachusetts
$442K -$58.5K -225 -12%
GI
1411
Gradient Investments
Minnesota
$442K -$49.9K -192 -10%
FCAG
1412
First Capital Advisors Group
New Jersey
$441K +$17.4K +67 +4%
MFW
1413
Mosaic Family Wealth
Missouri
$440K -$6.5K -25 -2%
IAMOG
1414
Investors Asset Management of Georgia
Georgia
$439K – – –
MCM
1415
McRae Capital Management
New Jersey
$439K – – –
SFM
1416
Signature Financial Management
Virginia
$438K – – –
BHBT
1417
Burke & Herbert Bank & Trust
Virginia
$436K -$58.3K -224 -12%
PV
1418
Private Vista
Illinois
$436K -$20.3K -78 -5%
FHC
1419
First Heartland Consultants
Missouri
$436K +$23.7K +91 +6%
PWM
1420
Perigon Wealth Management
California
$436K +$93.6K +360 +28%
NSAM
1421
North Star Asset Management
Wisconsin
$434K -$20.3K -78 -5%
SFSG
1422
Stearns Financial Services Group
North Carolina
$432K +$12.7K +49 +3%
WAM
1423
Wakefield Asset Management
Colorado
$432K +$423K +1,625 New
ED
1424
Exane Derivatives
France
$429K -$168K -647 -29%
CA
1425
Cornerstone Advisory
Maryland
$428K -$20.5K -79 -5%
55 56
57
58 59