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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
2251
Access Financial Services
Minnesota
$310K +$9.17K +23 +3%
TSS
2252
Two Sigma Securities
New York
$309K -$338K -848 -52%
EAM
2253
Evanson Asset Management
California
$309K – – –
DFCM
2254
Dark Forest Capital Management
Puerto Rico
$309K +$307K +771 New
EF
2255
Empowered Funds
Pennsylvania
$308K -$2.95M -7,391 -91%
RI
2256
Redwood Investments
Massachusetts
$306K -$37.9K -95 -11%
NG
2257
Northstar Group
New York
$306K – – –
OWM
2258
Orgel Wealth Management
Wisconsin
$306K – – –
NOI
2259
Newton One Investments
Delaware
$306K +$305K +764 New
AFA
2260
American Financial Advisors
Georgia
$303K -$16.7K -42 -5%
PPW
2261
Parcion Private Wealth
Washington
$302K -$3.99K -10 -1%
BFM
2262
Boothbay Fund Management
New York
$302K +$300K +753 New
EWA
2263
ERTS Wealth Advisors
Michigan
$301K -$2.39K -6 -0.8%
BWM
2264
Baystate Wealth Management
Massachusetts
$301K +$3.19K +8 +1%
BSAM
2265
Blue Square Asset Management
New York
$300K -$12.4K -31 -4%
AIM
2266
Aspen Investment Management
Michigan
$300K – – –
MC
2267
Matisse Capital
Oregon
$300K – – –
SIGI
2268
Susquehanna International Group (Ireland)
Ireland
$299K +$298K +747 New
AWG
2269
Altus Wealth Group
Colorado
$298K -$2.39K -6 -0.8%
MSR
2270
Main Street Research
Connecticut
$298K +$399 +1 +0.1%
PA
2271
Probity Advisors
Texas
$296K -$7.18K -18 -2%
BRM
2272
Boston Research & Management
Massachusetts
$296K – – –
LI
2273
LVZ Inc
Michigan
$295K +$797 +2 +0.3%
WB
2274
Webster Bank
Connecticut
$294K -$17.9K -45 -6%
CWP
2275
Curated Wealth Partners
California
$294K -$14K -35 -5%
89 90
91
92 93