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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PSIWM
2626
Paradigm Strategies in Wealth Management
Minnesota
$369K +$492 +1 +0.1%
NWA
2627
New World Advisors
Massachusetts
$369K +$3.44K +7 +1%
ITIM
2628
Indiana Trust & Investment Management
Indiana
$369K +$73.8K +150 +26%
ACP
2629
Aviance Capital Partners
Florida
$367K -$3.94K -8 -1%
AWM
2630
Aprio Wealth Management
Georgia
$366K +$89.6K +182 +33%
EFMC
2631
Empire Financial Management Company
New York
$365K -$44.8K -91 -11%
LPAM
2632
Lodestar Private Asset Management
California
$364K -$11.3K -23 -3%
EBSAM
2633
Eubel Brady & Suttman Asset Management
Ohio
$363K +$1.97K +4 +0.6%
LAS
2634
LWM Advisory Services
Florida
$363K +$4.92K +10 +1%
PCOC
2635
Power Corp of Canada
Canada
$363K – – –
KOMWMG
2636
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$363K -$21.2K -43 -6%
GHA
2637
Granite Harbor Advisors
Texas
$362K +$9.84K +20 +3%
AIA
2638
Arbor Investment Advisors
North Carolina
$362K – – –
BBW
2639
Blue Barn Wealth
Utah
$361K +$492 +1 +0.1%
JSP
2640
Jackson Square Partners
California
$360K -$129K -263 -27%
CTWM
2641
Cherry Tree Wealth Management
Minnesota
$360K – – –
FWI
2642
Facet Wealth Inc
Maryland
$360K +$20.2K +41 +6%
1WM
2643
1900 Wealth Management
Texas
$359K +$350K +712 New
JPWM
2644
Jamison Private Wealth Management
Georgia
$358K +$349K +710 New
BWA
2645
Brave Warrior Advisors
New York
$358K -$195K -396 -36%
WWC
2646
Waypoint Wealth Counsel
Georgia
$358K +$25.1K +51 +8%
MSR
2647
Main Street Research
Connecticut
$357K -$70.4K -143 -17%
MPW
2648
Monterey Private Wealth
California
$357K – – –
CFO
2649
Callan Family Office
Pennsylvania
$357K -$540K -1,098 -61%
XWM
2650
Xcel Wealth Management
Florida
$357K -$125K -255 -26%
104 105
106
107 108