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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FF
2526
Francis Financial
$331K +$177K +585 New
HFS
2527
Heritage Financial Services
Massachusetts
$331K -$33.6K -111 -10%
KPWG
2528
KFA Private Wealth Group
Virginia
$331K +$53.2K +176 +23%
EWS
2529
Eagle Wealth Strategies
New Jersey
$331K -$8.47K -28 -3%
MFG
2530
Midwest Financial Group
Kansas
$331K +$5.75K +19 +2%
LWM
2531
LongView Wealth Management
Georgia
$330K -$22.4K -74 -7%
ASG
2532
Ariston Services Group
California
$329K – – –
FCMC
2533
Founders Capital Management (Connecticut)
Connecticut
$329K – – –
HBS
2534
Howard Bailey Securities
Indiana
$328K -$54.7K -181 -16%
FFO
2535
Fiduciary Family Office
Florida
$327K -$864K -2,856 -75%
TWM
2536
TriaGen Wealth Management
California
$327K +$287K +948 New
SEP
2537
Southland Equity Partners
Missouri
$327K +$287K +948 New
SI
2538
Stonekeep Investments
New Mexico
$327K – – –
VST
2539
Van Strum & Towne
California
$326K – – –
HA
2540
Heartland Advisors
Wisconsin
$326K +$286K +945 New
IWS
2541
Integrity Wealth Solutions
Colorado
$326K +$286K +945 New
PPWM
2542
PFG Private Wealth Management
Florida
$326K +$286K +945 New
DWM
2543
Darwin Wealth Management
Florida
$326K +$1.51K +5 +0.5%
BAM
2544
Brave Asset Management
New Jersey
$326K +$286K +944 New
BSAM
2545
Blue Square Asset Management
New York
$324K -$1.66M -5,482 -85%
SWRP
2546
Summit Wealth & Retirement Planning
California
$324K – – –
II
2547
Impact Investors
California
$323K -$302 -1 -0.1%
WSC
2548
Wellington Shields & Co
New York
$323K +$174K +575 +159%
PCM
2549
Perritt Capital Management
Illinois
$323K – – –
LWP
2550
LeClair Wealth Partners
Ohio
$322K -$52.9K -175 -16%
100 101
102
103 104