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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1801
IRON Financial
Illinois
$393K +$3.44K +12 +0.9%
LWA
1802
Lenox Wealth Advisors
New York
$391K -$17.8K -62 -4%
FPCP
1803
Fort Point Capital Partners
California
$391K -$16.3K -57 -4%
BOS
1804
Bingham Osborn & Scarborough
California
$391K +$53.9K +188 +17%
HIIFS
1805
Harel Insurance Investments & Financial Services
Israel
$390K -$14.3K -50 -4%
CANY
1806
Caxton Associates (New York)
New York
$390K +$379K +1,323 New
BHBT
1807
Burke & Herbert Bank & Trust
Virginia
$389K -$18.3K -64 -5%
FC
1808
FORA Capital
Florida
$388K +$377K +1,316 New
JIP
1809
Jaffetilchin Investment Partners
Florida
$387K +$76.8K +268 +26%
KFA
1810
Krane Funds Advisors
New York
$386K -$119K -414 -24%
ACM
1811
Advent Capital Management
New York
$383K -$344K -1,200 -48%
ACM
1812
Armbruster Capital Management
New York
$383K – – –
CFA
1813
Capstone Financial Advisors
Illinois
$383K – – –
AIM
1814
Alhambra Investment Management
Florida
$379K +$16.9K +59 +5%
FIM
1815
Fernwood Investment Management
Massachusetts
$377K -$4.58K -16 -1%
JGIA
1816
Jackson Grant Investment Advisers
Connecticut
$376K +$1.15K +4 +0.3%
PIMG
1817
Patriot Investment Management Group
Tennessee
$376K +$365K +1,274 New
LSC
1818
Lesa Sroufe & Co
Washington
$375K – – –
PIA
1819
Perennial Investment Advisors
California
$375K +$18.9K +66 +5%
NP
1820
Ninepoint Partners
Ontario, Canada
$374K -$78.5K -274 -18%
PEA
1821
Pacific Edge Advisors
California
$374K -$28.9K -101 -7%
WCM
1822
WealthBridge Capital Management
Ohio
$374K -$4.01K -14 -1%
RI
1823
Rudd International
Florida
$372K +$12.3K +43 +4%
BWP
1824
BSW Wealth Partners
Colorado
$372K +$64.5K +225 +22%
TFA
1825
Transamerica Financial Advisors
Florida
$372K +$360K +1,258 +125,800%
71 72
73
74 75