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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
2576
Evolution Wealth Advisors
Florida
$561K +$336K +658 +159%
GWAM
2577
Guardian Wealth Advisors (Minnesota)
Minnesota
$560K -$30.7K -60 -5%
HFP
2578
Holistic Financial Partners
Indiana
$559K +$16.9K +33 +3%
VWA
2579
Visionary Wealth Advisors
Illinois
$559K -$44K -86 -7%
OPCM
2580
Osborne Partners Capital Management
California
$558K +$13.3K +26 +3%
VC
2581
Veracity Capital
Georgia
$558K -$98.2K -192 -15%
NICM
2582
Neo Ivy Capital Management
New York
$557K +$544K +1,064 New
TCM
2583
Tuttle Capital Management
Connecticut
$555K +$220K +431 +69%
DWG
2584
Darden Wealth Group
Michigan
$552K – – –
TW
2585
Traveka Wealth
California
$550K +$21.5K +42 +4%
HAM
2586
Hickory Asset Management
Ohio
$550K -$28.1K -55 -5%
DI
2587
Diligent Investors
California
$550K +$7.16K +14 +1%
HNWAG
2588
High Net Worth Advisory Group
Florida
$549K – – –
FWP
2589
Forefront Wealth Partners
Texas
$549K -$33.7K -66 -6%
PG
2590
Prostatis Group
Maryland
$548K -$37.3K -73 -7%
SIM
2591
Sims Investment Management
Ohio
$548K +$7.16K +14 +1%
SRC
2592
Sage Rhino Capital
California
$546K -$14.8K -29 -3%
PWP
2593
Private Wealth Partners
California
$544K -$292K -572 -36%
AIM
2594
Alhambra Investment Management
Florida
$543K -$4.09K -8 -0.8%
AGP
2595
Aspire Growth Partners
Florida
$542K +$174K +341 +33%
DCM
2596
Davis Capital Management
Florida
$542K -$30.2K -59 -5%
MBI
2597
May Barnhard Investments
Maryland
$542K +$84.3K +165 +19%
TWA
2598
Tandem Wealth Advisors
Arizona
$542K +$78.7K +154 +18%
MSCM
2599
McElhenny Sheffield Capital Management
Texas
$541K – – –
RG
2600
Renaissance Group
Kentucky
$540K -$168K -328 -24%
102 103
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