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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
2576
Waters Parkerson & Co
Louisiana
$415K – – –
AWAP
2577
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$414K -$3.18K -6 -0.8%
PCMK
2578
Paragon Capital Management (Kansas)
Kansas
$414K +$75.7K +143 +22%
FA
2579
Fortis Advisors
Pennsylvania
$414K – – –
CP
2580
Castleview Partners
Texas
$414K +$19.6K +37 +5%
SW
2581
SkyOak Wealth
Michigan
$412K -$203K -383 -33%
PTC
2582
Philadelphia Trust Company
Pennsylvania
$412K – – –
TPWM
2583
Twelve Points Wealth Management
Massachusetts
$412K +$3.71K +7 +0.9%
LF
2584
Lantz Financial
Illinois
$411K +$32.8K +62 +9%
IAG
2585
Investmark Advisory Group
Connecticut
$411K +$24.4K +46 +6%
CWM
2586
Catalyst Wealth Management
Georgia
$410K +$409K +773 New
S
2587
swisspartners
Liechtenstein
$408K -$10.6K -20 -3%
GFPC
2588
Global Financial Private Client
Florida
$408K +$3.71K +7 +0.9%
GSIS
2589
Global Strategic Investment Solutions
Arizona
$408K +$17.5K +33 +4%
MPW
2590
Monterey Private Wealth
California
$408K -$71K -134 -15%
HW
2591
Hamilton Wealth
California
$407K +$4.77K +9 +1%
SFG
2592
StrategIQ Financial Group
Indiana
$407K +$5.3K +10 +1%
NOI
2593
Newton One Investments
Delaware
$405K – – –
NFP
2594
Narus Financial Partners
Utah
$404K +$3.71K +7 +0.9%
LI
2595
LVZ Inc
Michigan
$404K – – –
CWP
2596
Curated Wealth Partners
California
$401K -$37.1K -70 -8%
BWP
2597
Bernardo Wealth Planning
Pennsylvania
$400K +$27K +51 +7%
EW
2598
Element Wealth
Mississippi
$399K – – –
PCMC
2599
Private Capital Management (Colorado)
Colorado
$399K +$2.12K +4 +0.5%
KOMWMG
2600
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$399K +$4.77K +9 +1%
102 103
104
105 106