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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
2476
Journey Advisory Group
Kentucky
$375K +$385K +1,135 New
IIA
2477
Integral Investment Advisors
California
$375K +$49.1K +145 +15%
PSCM
2478
Per Stirling Capital Management
Texas
$374K +$384K +1,132 New
PA
2479
PSI Advisors
Florida
$372K +$28.8K +85 +8%
HIS
2480
Harvest Investment Services
Illinois
$372K +$382K +1,127 New
BF
2481
bLong Financial
Tennessee
$371K -$41K -121 -10%
WKWM
2482
Walter & Keenan Wealth Management
Indiana
$368K -$7.79K -23 -2%
BOPW
2483
Brandywine Oak Private Wealth
Pennsylvania
$368K -$85.4K -252 -18%
DA
2484
Dillon & Associates
Michigan
$367K – – –
AW
2485
Atlas Wealth
Ohio
$366K – – –
LMFP
2486
Larry Mathis Financial Planning
Arizona
$365K +$375K +1,107 New
BCM
2487
Berbice Capital Management
New York
$365K – – –
PCI
2488
Planning Center Inc
Illinois
$364K – – –
FWP
2489
Flatrock Wealth Partners
California
$364K +$374K +1,103 New
NRI
2490
NFP Retirement Inc
California
$364K -$158K -465 -30%
MWM
2491
Moran Wealth Management
Florida
$364K +$373K +1,102 New
MWA
2492
Monograph Wealth Advisors
California
$363K – – –
BFC
2493
Bedel Financial Consulting
Indiana
$363K -$13.6K -40 -4%
PWM
2494
Pursuit Wealth Management
Florida
$363K +$372K +1,099 New
DIM
2495
Delta Investment Management
California
$360K -$50.2K -148 -12%
HWM
2496
HFR Wealth Management
New York
$360K – – –
IP
2497
Ignite Planners
California
$358K +$32.2K +95 +8%
OPWM
2498
Oxinas Partners Wealth Management
Indiana
$358K +$339 +1 +0.1%
AFA
2499
Allium Financial Advisors
Oregon
$358K +$3.39K +10 +0.9%
NFTC
2500
North Forty Two & Co
Oregon
$357K – – –
98 99
100
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