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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2451
SRB Corp
Massachusetts
$477K +$15.7K +32 +4%
VST
2452
Van Strum & Towne
California
$476K – – –
PA
2453
Perennial Advisors
New York
$473K -$984 -2 -0.2%
SNBOSD
2454
Security National Bank of So Dak
Iowa
$472K – – –
CC
2455
Cornerstone Capital
California
$471K – – –
BHBT
2456
Burke & Herbert Bank & Trust
Virginia
$470K – – –
AC
2457
Apella Capital
Connecticut
$470K +$5.41K +11 +1%
WM
2458
Whitford Management
New York
$468K +$26.6K +54 +6%
FBT
2459
First Bank & Trust
South Dakota
$467K – – –
PO
2460
Private Ocean
California
$466K -$171K -348 -27%
IF
2461
Insight Folios
North Carolina
$466K +$984 +2 +0.2%
CHA
2462
Cooper/Haims Advisors
New York
$466K +$492 +1 +0.1%
CCP
2463
Cassia Capital Partners
North Carolina
$465K +$10.8K +22 +2%
KFC
2464
Klingenstein Fields & Co
New York
$465K +$43.3K +88 +11%
SWM
2465
Salvus Wealth Management
New Jersey
$465K +$32K +65 +8%
HWM
2466
HFR Wealth Management
New York
$464K – – –
MSRI
2467
Michael S. Ryan Inc
New York
$464K +$4.43K +9 +1%
GM
2468
GeoWealth Management
Illinois
$463K +$83.7K +170 +23%
AGWCA
2469
Annis Gardner Whiting Capital Advisors
Florida
$462K +$451K +917 New
NECFA
2470
New England Capital Financial Advisors
Connecticut
$462K +$492 +1 +0.1%
EB
2471
Exchange Bank
California
$460K +$63K +128 +16%
BCM
2472
BluePath Capital Management
Georgia
$460K +$449K +913 New
EA
2473
Ellsworth Advisors
Ohio
$459K +$984 +2 +0.2%
RW
2474
REDW Wealth
New Mexico
$459K -$13.3K -27 -3%
WIM
2475
WealthPlan Investment Management
Nebraska
$459K +$144K +293 +47%
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99
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