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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
2526
Catalina Capital Group
California
$325K -$273K -713 -41%
LWL
2527
Leo Wealth LLC
Texas
$325K -$61.5K -161 -13%
GAM
2528
Grandview Asset Management
Pennsylvania
$324K +$397K +1,038 New
FCM
2529
Fogel Capital Management
Florida
$323K +$7.26K +19 +2%
WGC
2530
Watts Gwilliam & Co
Arizona
$323K +$382 +1 +0.1%
NCTC
2531
New Covenant Trust Company
Indiana
$322K -$22.9K -60 -5%
PAM
2532
PVG Asset Management
Colorado
$321K +$394K +1,030 New
LWM
2533
LongView Wealth Management
Georgia
$321K -$58.1K -152 -13%
UBV
2534
United Bank (Virginia)
Virginia
$321K +$206K +538 +110%
CC
2535
Chicago Capital
Illinois
$320K – – –
SF
2536
SWP Financial
California
$320K – – –
BSSFA
2537
Baron Silver Stevens Financial Advisors
Florida
$320K +$163K +427 +71%
OPWM
2538
Oregon Pacific Wealth Management
Oregon
$319K +$80.6K +211 +26%
NLP
2539
Next Level Private
New York
$319K +$242K +634 +164%
OIM
2540
Oder Investment Management
California
$318K +$390K +1,020 New
AMG
2541
Advisors Management Group
Wisconsin
$318K +$389K +1,018 New
BA
2542
Ballast Advisors
Minnesota
$318K -$44.3K -116 -10%
ACM
2543
Andina Capital Management
Utah
$317K +$388K +1,016 New
VCM
2544
Versant Capital Management
Arizona
$317K -$395K -1,034 -50%
FWA
2545
FSM Wealth Advisors
Ohio
$317K -$941K -2,461 -70%
BWM
2546
Baron Wealth Management
Michigan
$316K -$181K -473 -32%
NG
2547
Novem Group
New York
$316K -$281K -735 -42%
WFL
2548
Wealth Forward LLC
North Dakota
$316K – – –
IA
2549
IMZ Advisory
Florida
$316K +$205K +536 +92%
TSWM
2550
Tyler-Stone Wealth Management
Ohio
$315K -$90.2K -236 -19%
100 101
102
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