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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
M
1751
Mirova
France
$437K -$9.17K -32 -2%
WP
1752
WMS Partners
Maryland
$435K +$860 +3 +0.2%
EBSAM
1753
Eubel Brady & Suttman Asset Management
Ohio
$434K – – –
TL
1754
TrueWealth LLC
Georgia
$431K -$74.2K -259 -15%
5L
1755
55I LLC
Massachusetts
$431K +$419K +1,462 New
CWP
1756
CFM Wealth Partners
Texas
$430K -$27.8K -97 -6%
CWS
1757
Cypress Wealth Services
California
$430K -$19.5K -68 -4%
MBT
1758
Montecito Bank & Trust
California
$428K – – –
TWP
1759
TFO Wealth Partners
Ohio
$428K +$11.5K +40 +3%
DRD
1760
Dennis R. Delaney
$428K +$416K +1,451 New
PAS
1761
Partnervest Advisory Services
California
$427K +$44.4K +155 +12%
SAM
1762
Shone Asset Management
California
$426K -$9.46K -33 -2%
MAM
1763
Marotta Asset Management
Virginia
$426K – – –
HIC
1764
Hartline Investment Corp
Illinois
$425K – – –
LAIC
1765
Lederer & Associates Investment Counsel
California
$425K – – –
WP
1766
WealthShield Partners
North Carolina
$425K +$144K +504 +54%
DMC
1767
Drexel Morgan & Co
Pennsylvania
$424K – – –
DA
1768
Duality Advisers
Florida
$422K +$410K +1,431 New
CPC
1769
Consolidated Planning Corp
Georgia
$421K -$7.45K -26 -2%
AIP
1770
Almanack Investment Partners
Pennsylvania
$421K +$154K +536 +60%
BZWA
1771
Blue Zone Wealth Advisors
California
$419K -$401K -1,398 -50%
BO
1772
Bank OZK
Arkansas
$419K – – –
USGIU
1773
U.S. Global Investors (USGI)
Texas
$419K +$126K +440 +45%
WT
1774
Washington Trust
Rhode Island
$418K -$3.77M -13,163 -90%
TCM
1775
Telos Capital Management
California
$416K – – –
69 70
71
72 73