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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
RWI
2476
Red Wave Investments
Pennsylvania
$449K +$6.76K +14 +1%
CWA
2477
Canvas Wealth Advisors
Kansas
$449K +$114K +236 +35%
HNWAG
2478
High Net Worth Advisory Group
Florida
$448K +$7.24K +15 +2%
VST
2479
Van Strum & Towne
California
$447K – – –
BHBT
2480
Burke & Herbert Bank & Trust
Virginia
$446K -$5.79K -12 -1%
FWM
2481
Forza Wealth Management
Florida
$446K +$455K +943 New
JWM
2482
Janiczek Wealth Management
Colorado
$445K -$12.5K -26 -3%
LW
2483
Linscomb Wealth
Texas
$445K -$81.1K -168 -15%
PA
2484
Perennial Advisors
New York
$445K +$454K +941 New
3F
2485
360 Financial
Minnesota
$445K -$15.9K -33 -3%
SAF
2486
Smith Anglin Financial
Texas
$445K +$1.45K +3 +0.3%
SAM
2487
Synergy Asset Management
Washington
$444K -$23.6K -49 -5%
SIS
2488
Sound Income Strategies
Florida
$443K +$5.31K +11 +1%
WAG
2489
Winthrop Advisory Group
Massachusetts
$443K +$6.76K +14 +2%
HWM
2490
HFR Wealth Management
New York
$442K -$19.8K -41 -4%
AA
2491
Aufman Associates
Pennsylvania
$442K +$483 +1 +0.1%
LFG
2492
Lockerman Financial Group
California
$441K -$12.5K -26 -3%
XWM
2493
Xcel Wealth Management
Florida
$441K +$4.83K +10 +1%
MC
2494
Matisse Capital
Oregon
$440K – – –
PO
2495
Private Ocean
California
$439K -$2.9K -6 -0.6%
BAM
2496
Blueshift Asset Management
New Jersey
$439K +$200K +414 +81%
JWS
2497
Juncture Wealth Strategies
Arizona
$436K +$241K +500 +118%
TMWM
2498
Taylor & Morgan Wealth Management
Michigan
$436K +$483 +1 +0.1%
IF
2499
Insight Folios
North Carolina
$436K – – –
PWM
2500
PRW Wealth Management
Massachusetts
$436K – – –
98 99
100
101 102