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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
2601
Avion Wealth
Texas
$359K +$24.1K +65 +8%
CFA
2602
Capstone Financial Advisors
Illinois
$357K +$1.85K +5 +0.6%
CWM
2603
Cherrydale Wealth Management
New Jersey
$357K +$1.48K +4 +0.5%
AB
2604
Atlas Brown
Kentucky
$357K -$2.22K -6 -0.7%
JIM
2605
Jensen Investment Management
Oregon
$357K -$234K -632 -42%
DDPIC
2606
Deroy & Devereaux Private Investment Counsel
Michigan
$357K – – –
HCM
2607
Hengehold Capital Management
Ohio
$356K -$182K -492 -36%
LWP
2608
LFG Wealth Partners
Kentucky
$355K +$10K +27 +3%
RWI
2609
Red Wave Investments
Pennsylvania
$355K -$20.8K -56 -6%
RCA
2610
Runnymede Capital Advisors
Ohio
$354K – – –
VFP
2611
Vilga Financial Planning
New Jersey
$354K +$32.6K +88 +12%
NCMW
2612
Northern Capital Management (Washington)
Washington
$353K -$371 -1 -0.1%
IAMOG
2613
Investors Asset Management of Georgia
Georgia
$353K -$58.2K -157 -16%
LAM
2614
Lifestyle Asset Management
Texas
$352K +$11.5K +31 +4%
TW
2615
Traveka Wealth
California
$351K +$313K +844 New
SWM
2616
Stronghold Wealth Management
Florida
$351K -$1.11K -3 -0.4%
CWMA
2617
Capstone Wealth Management (Alabama)
Alabama
$351K +$313K +844 New
BFA
2618
Beacon Financial Advisory
Ohio
$350K +$33K +89 +12%
CIG
2619
Cairn Investment Group
Washington
$350K – – –
ASCM
2620
Adkins Seale Capital Management
Louisiana
$350K – – –
WB
2621
Webster Bank
Connecticut
$349K +$52.3K +141 +20%
OL
2622
Odyssean LLC
Connecticut
$348K – – –
IPW
2623
Invictus Private Wealth
Colorado
$348K +$1.85K +5 +0.6%
LC
2624
Lavaca Capital
Texas
$348K – – –
WPC
2625
Waters Parkerson & Co
Louisiana
$347K – – –
103 104
105
106 107