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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2501
Curated Wealth Partners
California
$371K – – –
NG
2502
Northstar Group
New York
$370K -$7.24K -15 -2%
CFA
2503
Capstone Financial Advisors
Illinois
$370K +$9.65K +20 +3%
CGFA
2504
Colton Groome Financial Advisors
North Carolina
$369K -$473K -980 -58%
AOWM
2505
Alpha Omega Wealth Management
Virginia
$369K -$8.68K -18 -2%
HLOC
2506
H.L. Ormond & Company
North Carolina
$369K +$25.1K +52 +8%
TWP
2507
TFO Wealth Partners
Ohio
$368K -$21.7K -45 -6%
TFA
2508
Triad Financial Advisors
North Carolina
$368K -$15K -31 -4%
TIA
2509
Traphagen Investment Advisors
New Jersey
$367K +$28.5K +59 +9%
CC
2510
Callan Capital
California
$367K +$34.7K +72 +11%
S
2511
swisspartners
Liechtenstein
$367K +$347K +720 New
UWPG
2512
Ullmann Wealth Partners Group
Florida
$366K – – –
AIA
2513
Arbor Investment Advisors
North Carolina
$366K +$116K +240 +50%
BFS
2514
Bickling Financial Services
Massachusetts
$365K +$482 +1 +0.1%
HW
2515
Hamilton Wealth
California
$364K +$6.75K +14 +2%
PPW
2516
Pinnacle Private Wealth
Massachusetts
$364K +$24.1K +50 +8%
DE
2517
Day & Ennis
Georgia
$364K +$70.4K +146 +26%
LF
2518
Lantz Financial
Illinois
$362K -$12.1K -25 -3%
RWM
2519
Reston Wealth Management
Virginia
$362K +$965 +2 +0.3%
FA
2520
Friess Associates
Delaware
$362K +$342K +710 New
GTCM
2521
Gyon Technologies Capital Management
New Jersey
$360K -$248K -514 -42%
FPFS
2522
First Personal Financial Services
North Carolina
$360K – – –
BFWA
2523
Benchmark Financial Wealth Advisors
Florida
$358K -$15K -31 -4%
RP
2524
Riverwater Partners
Wisconsin
$357K -$624K -1,293 -65%
EVM
2525
Evelyn V. Moreno
$357K +$338K +701 New
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