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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
1901
Beck Mack & Oliver
New York
$689K +$199K +500 +41%
RMCM
1902
Reynders McVeigh Capital Management
Massachusetts
$686K -$61K -153 -8%
NAM
1903
Nexpoint Asset Management
Texas
$686K +$683K +1,712 New
HCP
1904
Hexagon Capital Partners
Arkansas
$684K -$43.9K -110 -6%
AWE
1905
Avidian Wealth Enterprises
Texas
$680K -$41.1K -103 -6%
CC
1906
Codex Capital
New York
$680K +$678K +1,700 New
GL
1907
Graypoint LLC
New York
$678K +$104K +260 +18%
PCM
1908
Parsons Capital Management
Rhode Island
$675K – – –
CPWA
1909
Cerro Pacific Wealth Advisors
California
$671K +$668K +1,675 New
FCMC
1910
Founders Capital Management (Connecticut)
Connecticut
$670K +$19.9K +50 +3%
SDWMA
1911
Schneider Downs Wealth Management Advisors
Pennsylvania
$669K +$3.19K +8 +0.5%
MWC
1912
MBM Wealth Consultants
Missouri
$669K +$25.9K +65 +4%
OPWM
1913
Oxinas Partners Wealth Management
Indiana
$665K +$2.79K +7 +0.4%
CPIG
1914
Chicago Partners Investment Group
Illinois
$664K +$95.3K +239 +17%
BAM
1915
Blueshift Asset Management
New Jersey
$661K -$2.85M -7,159 -81%
NB
1916
Nicolet Bankshares
Wisconsin
$661K -$14.8K -37 -2%
GWS
1917
Glassman Wealth Services
Virginia
$661K +$21.9K +55 +3%
SWP
1918
Summit Wealth Partners
Florida
$660K -$5.98K -15 -0.9%
CGFA
1919
Colton Groome Financial Advisors
North Carolina
$659K +$656K +1,645 New
PIA
1920
Perennial Investment Advisors
California
$658K +$165K +414 +34%
SSCA
1921
South Shore Capital Advisors
Massachusetts
$656K – – –
HC
1922
Hendley & Co
Ohio
$654K – – –
SKK
1923
Shepherd Kaplan Krochuk
Massachusetts
$648K -$199K -500 -24%
PPP
1924
Private Portfolio Partners
New Jersey
$647K -$46.3K -116 -7%
CWS
1925
Cypress Wealth Services
California
$646K -$81.3K -204 -11%
75 76
77
78 79