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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2526
Heritage Financial Services
Massachusetts
$331K -$33.6K -111 -10%
KPWG
2527
KFA Private Wealth Group
Virginia
$331K +$53.2K +176 +23%
EWS
2528
Eagle Wealth Strategies
New Jersey
$331K -$8.47K -28 -3%
MFG
2529
Midwest Financial Group
Kansas
$331K +$5.75K +19 +2%
LWM
2530
LongView Wealth Management
Georgia
$330K -$22.4K -74 -7%
ASG
2531
Ariston Services Group
California
$329K – – –
FCMC
2532
Founders Capital Management (Connecticut)
Connecticut
$329K – – –
HBS
2533
Howard Bailey Securities
Indiana
$328K -$54.7K -181 -16%
FFO
2534
Fiduciary Family Office
Florida
$327K -$864K -2,856 -75%
TWM
2535
TriaGen Wealth Management
California
$327K +$287K +948 New
SEP
2536
Southland Equity Partners
Missouri
$327K +$287K +948 New
SI
2537
Stonekeep Investments
New Mexico
$327K – – –
VST
2538
Van Strum & Towne
California
$326K – – –
HA
2539
Heartland Advisors
Wisconsin
$326K +$286K +945 New
IWS
2540
Integrity Wealth Solutions
Colorado
$326K +$286K +945 New
PPWM
2541
PFG Private Wealth Management
Florida
$326K +$286K +945 New
DWM
2542
Darwin Wealth Management
Florida
$326K +$1.51K +5 +0.5%
BAM
2543
Brave Asset Management
New Jersey
$326K +$286K +944 New
BSAM
2544
Blue Square Asset Management
New York
$324K -$1.66M -5,482 -85%
SWRP
2545
Summit Wealth & Retirement Planning
California
$324K – – –
II
2546
Impact Investors
California
$323K -$302 -1 -0.1%
WSC
2547
Wellington Shields & Co
New York
$323K +$174K +575 +159%
PCM
2548
Perritt Capital Management
Illinois
$323K – – –
LWP
2549
LeClair Wealth Partners
Ohio
$322K -$52.9K -175 -16%
SPFA
2550
Summit Place Financial Advisors
New Jersey
$322K – – –
100 101
102
103 104