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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
NOI
2601
Newton One Investments
Delaware
$388K +$1.48K +3 +0.4%
FPIS
2602
Financial Planning & Information Services
Wisconsin
$387K -$2.46K -5 -0.6%
WW
2603
Westshore Wealth
California
$387K +$8.37K +17 +2%
SCA
2604
Sandy Cove Advisors
Massachusetts
$387K -$27.1K -55 -7%
SCA
2605
Southern Capital Advisors
Tennessee
$387K +$378K +768 New
GWM
2606
Gray Wealth Management
Maine
$387K +$50.2K +102 +15%
VAG
2607
VisionPoint Advisory Group
Texas
$387K +$91K +185 +32%
NFP
2608
Narus Financial Partners
Utah
$387K +$18.7K +38 +5%
OCM
2609
Osterweis Capital Management
California
$385K – – –
CFSG
2610
Clark Financial Services Group
Missouri
$383K +$492 +1 +0.1%
BWP
2611
Bernardo Wealth Planning
Pennsylvania
$383K +$492 +1 +0.1%
RLIM
2612
Red Lighthouse Investment Management
New York
$382K +$17.7K +36 +5%
WKSWA
2613
White Knight Strategic Wealth Advisors
New Jersey
$378K +$369K +750 New
ODIJL
2614
One Day In July LLC
Vermont
$378K +$369K +750 New
SDAM
2615
Shulman DeMeo Asset Management
New York
$378K +$1.48K +3 +0.4%
MC
2616
Merlin Capital
Rhode Island
$377K +$3.94K +8 +1%
LDB
2617
Lee, Danner & Bass
Tennessee
$376K +$7.38K +15 +2%
FHC
2618
First Heartland Consultants
Missouri
$376K +$72.3K +147 +25%
AWAP
2619
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$375K -$2.95K -6 -0.8%
CA
2620
Crumly & Associates
Illinois
$375K -$167K -340 -31%
BRM
2621
Boston Research & Management
Massachusetts
$373K – – –
IWP
2622
Innova Wealth Partners
Pennsylvania
$372K +$10.3K +21 +3%
BPFA
2623
Barnes Pettey Financial Advisors
Mississippi
$371K – – –
TWP
2624
TFO Wealth Partners
Ohio
$370K +$2.95K +6 +0.8%
MIM
2625
Moseley Investment Management
Florida
$370K +$1.48K +3 +0.4%
103 104
105
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