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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2576
Whipplewood Advisors
Colorado
$625K +$702K +1,236 New
MPW
2577
Monterey Private Wealth
California
$624K +$103K +182 +17%
QPWM
2578
Quadrant Private Wealth Management
Pennsylvania
$623K -$14.8K -26 -2%
AA
2579
Auxano Advisors
Washington
$621K +$22.2K +39 +3%
RIA
2580
Realta Investment Advisors
Delaware
$620K -$145K -256 -17%
WPC
2581
Waters Parkerson & Co
Louisiana
$620K +$71.6K +126 +11%
MFG
2582
Midwest Financial Group
Kansas
$619K -$15.9K -28 -2%
AGC
2583
Aspen Grove Capital
Colorado
$618K -$60.8K -107 -8%
CWA
2584
Canvas Wealth Advisors
Kansas
$618K +$1.71K +3 +0.2%
NFSG
2585
Newbridge Financial Services Group
Florida
$617K -$22.7K -40 -3%
DWM
2586
Dogwood Wealth Management
Kansas
$615K +$205K +361 +42%
NF
2587
NavPoint Financial
Minnesota
$615K – – –
GA
2588
Goldstein Advisors
Wisconsin
$614K -$78.4K -138 -10%
AP
2589
Adero Partners
California
$613K -$9.66K -17 -1%
CC
2590
Centiva Capital
New York
$613K -$25M -43,962 -97%
BTWM
2591
Baker Tilly Wealth Management
Wisconsin
$613K -$86.9K -153 -11%
SL
2592
Salomon & Ludwin
Virginia
$613K – – –
HFS
2593
Heritage Financial Services
Massachusetts
$611K +$30.1K +53 +5%
MHC
2594
May Hill Capital
Massachusetts
$609K +$684K +1,203 New
JC
2595
JB Capital
Connecticut
$606K -$3.38M -5,946 -83%
WHCI
2596
W.H. Cornerstone Investments
Massachusetts
$604K -$23.9K -42 -3%
SFPG
2597
Stonebridge Financial Planning Group
Florida
$602K -$53.4K -94 -7%
LWM
2598
LongView Wealth Management
Georgia
$599K +$673K +1,185 New
BBNB
2599
Baker Boyer National Bank
Washington
$598K +$5.68K +10 +0.9%
JWM
2600
Jessup Wealth Management
Ohio
$597K -$6.09M -10,711 -90%
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104
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