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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
2526
Elevation Wealth Partners
California
$549K -$218K -429 -28%
CP
2527
Castleview Partners
Texas
$549K +$23.9K +47 +4%
GCM
2528
Gables Capital Management
Florida
$549K +$25.4K +50 +5%
WKSWA
2529
White Knight Strategic Wealth Advisors
New Jersey
$549K +$183K +359 +48%
LWL
2530
Leo Wealth LLC
Texas
$549K +$51.9K +102 +10%
MCM
2531
Mendel Capital Management
Arkansas
$548K -$65.6K -129 -10%
EFA
2532
Edge Financial Advisors
Illinois
$548K +$563K +1,108 New
QPWM
2533
Quadrant Private Wealth Management
Pennsylvania
$547K +$11.2K +22 +2%
ACM
2534
Arcataur Capital Management
Wisconsin
$547K -$2.54K -5 -0.5%
FCCM
2535
First City Capital Management
Georgia
$545K -$5.59K -11 -1%
HVP
2536
Hudson Value Partners
Florida
$545K +$69.1K +136 +14%
MWM
2537
Magnolia Wealth Management
Alabama
$541K +$280K +550 +100%
IIM
2538
Ipswich Investment Management
Massachusetts
$541K +$10.2K +20 +2%
NL
2539
Navalign LLC
California
$539K -$10.7K -21 -2%
BDF
2540
Black Diamond Financial
Maryland
$539K – – –
WMA
2541
Wealth Management Associates
New Jersey
$538K -$279K -549 -34%
BBI
2542
Baxter Bros Inc
Connecticut
$538K -$107K -211 -16%
NCTC
2543
New Covenant Trust Company
Indiana
$536K +$551K +1,084 New
CVM
2544
Cheviot Value Management
California
$535K +$48.8K +96 +10%
HP
2545
Hyperion Partners
Pennsylvania
$534K -$14.2K -28 -3%
PHAM
2546
Palisades Hudson Asset Management
Florida
$533K – – –
HKIMG
2547
Hutchens & Kramer Investment Management Group
Indiana
$531K +$77.3K +152 +16%
FM
2548
Family Management
New York
$531K +$9.66K +19 +2%
BFA
2549
Benedict Financial Advisors
Georgia
$531K +$105K +206 +24%
IIC
2550
Integrated Investment Consultants
Michigan
$529K -$16.8K -33 -3%
100 101
102
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