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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2501
Loveless Wealth Management
Montana
$320K +$39.8K +88 +16%
CC
2502
Chicago Capital
Illinois
$319K – – –
WDL
2503
Well Done LLC
Michigan
$319K +$16.7K +37 +6%
SWM
2504
Salvus Wealth Management
New Jersey
$318K -$120K -266 -30%
HWM
2505
Howard Wealth Management
Connecticut
$318K – – –
SW
2506
StrongBox Wealth
Missouri
$318K +$1.36K +3 +0.5%
IWN
2507
Independent Wealth Network
Iowa
$318K +$9.05K +20 +3%
BMO
2508
Beck Mack & Oliver
New York
$317K -$584K -1,290 -67%
P
2509
&Partners
Tennessee
$317K – – –
IMA
2510
Investment Management Associates
Colorado
$316K – – –
MA
2511
MBA Advisors
Pennsylvania
$316K +$285K +629 New
AWM
2512
Avaii Wealth Management
Wisconsin
$316K +$285K +630 New
AAM
2513
Arabesque Asset Management
United Kingdom
$315K -$453 -1 -0.2%
FA
2514
Fermata Advisors
California
$315K +$15.4K +34 +6%
LA
2515
Legacy Advisors
Pennsylvania
$315K +$22.2K +49 +8%
CA
2516
Crewe Advisors
Utah
$315K +$279K +617 +6,170%
BHA
2517
Beech Hill Advisors
New York
$314K – – –
CMI
2518
Clare Market Investments
Texas
$314K -$104K -229 -27%
FRA
2519
Frank Rimerman Advisors
California
$313K – – –
OLA
2520
Oliver Luxxe Assets
New Jersey
$312K -$453 -1 -0.2%
CA
2521
CapWealth Advisors
Tennessee
$312K – – –
G
2522
GenTrust
Florida
$309K -$82.8K -183 -22%
BWP
2523
Bernardo Wealth Planning
Pennsylvania
$309K +$3.17K +7 +1%
JWM
2524
Janiczek Wealth Management
Colorado
$309K +$17.2K +38 +7%
CPC
2525
Congress Park Capital
New York
$305K – – –
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