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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
RWG
2576
Regal Wealth Group
California
$540K – – –
SF
2577
SWP Financial
California
$540K +$547K +1,026 New
LSC
2578
Lesa Sroufe & Co
Washington
$540K -$5.33K -10 -1%
BDF
2579
Black Diamond Financial
Maryland
$539K -$21.9K -41 -4%
LI
2580
LVZ Inc
Michigan
$538K +$546K +1,023 New
GC
2581
Garde Capital
Washington
$538K -$492K -923 -47%
KA
2582
Klingman & Associates
New York
$536K -$22.4K -42 -4%
BFC
2583
Bedel Financial Consulting
Indiana
$535K +$8.53K +16 +2%
GPI
2584
General Partner Inc
Pennsylvania
$534K – – –
IDA
2585
Intelligence Driven Advisers
California
$533K +$147K +276 +36%
SAM
2586
Seelaus Asset Management
New Jersey
$533K – – –
HNWAG
2587
High Net Worth Advisory Group
Florida
$531K -$41.1K -77 -7%
3F
2588
360 Financial
Minnesota
$530K – – –
KWM
2589
KFG Wealth Management
Indiana
$529K -$19.2K -36 -3%
AF
2590
Aldebaran Financial
$529K – – –
CWP
2591
Core Wealth Partners
California
$529K -$9.6K -18 -2%
LWMG
2592
Levy Wealth Management Group
Pennsylvania
$528K +$1.07K +2 +0.2%
EPA
2593
Element Pointe Advisors
Florida
$526K +$81.6K +153 +18%
LWL
2594
Leo Wealth LLC
Texas
$525K +$539K +1,010 New
PKC
2595
Palmer Knight Company
Florida
$525K +$18.1K +34 +4%
FCM
2596
Fogel Capital Management
Florida
$525K +$538K +1,009 New
CIG
2597
Cascade Investment Group
Colorado
$524K +$16K +30 +3%
AWA
2598
Amplius Wealth Advisors
Pennsylvania
$523K +$20.3K +38 +4%
CBA
2599
Coastal Bridge Advisors
Connecticut
$523K +$10.7K +20 +2%
MC
2600
Miramar Capital
Illinois
$522K -$69.9K -131 -12%
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