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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
2576
Facet Wealth Inc
Maryland
$590K +$90.5K +160 +18%
FCM
2577
Fogel Capital Management
Florida
$590K – – –
MCA
2578
MSH Capital Advisors
Arizona
$590K -$14.7K -26 -3%
DCM
2579
Dimension Capital Management
Florida
$589K -$35.1K -62 -6%
HCA
2580
Heck Capital Advisors
Wisconsin
$589K -$18.7K -33 -3%
WA
2581
Waddell & Associates
Tennessee
$588K – – –
TIA
2582
Traphagen Investment Advisors
New Jersey
$588K +$3.96K +7 +0.7%
DWM
2583
Darwin Wealth Management
Florida
$586K -$2.26K -4 -0.4%
DMBA
2584
Deseret Mutual Benefit Administrators
Utah
$586K +$15.3K +27 +3%
TCM
2585
Tandem Capital Management
New Jersey
$585K -$721K -1,275 -56%
AF
2586
AtlasMark Financial
Texas
$585K +$566K +1,000 New
EWP
2587
Elevation Wealth Partners
California
$584K -$36.8K -65 -6%
WSWA
2588
Warren Street Wealth Advisors
California
$584K -$2.83K -5 -0.5%
FI
2589
Financial Insights
Washington
$583K -$381K -673 -40%
RIG
2590
Renaissance Investment Group
Massachusetts
$582K -$8.48K -15 -1%
SWA
2591
Strata Wealth Advisors
Texas
$582K +$60.5K +107 +12%
CC
2592
Chicago Capital
Illinois
$582K -$112K -198 -17%
VAF
2593
Values Added Financial
District of Columbia
$582K +$19.8K +35 +4%
WEG
2594
World Equity Group
Illinois
$580K +$50.3K +89 +10%
GCA
2595
Genesee Capital Advisors
New York
$579K +$10.2K +18 +2%
NPP
2596
New Potomac Partners
Maryland
$579K – – –
PKC
2597
Palmer Knight Company
Florida
$576K – – –
SCA
2598
Sandy Cove Advisors
Massachusetts
$576K +$19.2K +34 +4%
BGAI
2599
Bruce G. Allen Investments
Colorado
$575K -$6.22K -11 -1%
FI
2600
FWG Investments
Kentucky
$575K +$81.4K +144 +17%
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