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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
2651
Family Management
New York
$329K +$293K +791 New
ASG
2652
Ariston Services Group
California
$328K +$292K +789 New
MAM
2653
Mainsail Asset Management
Alabama
$328K +$285K +769 New
SCA
2654
Sandy Cove Advisors
Massachusetts
$328K +$292K +788 New
WKSWA
2655
White Knight Strategic Wealth Advisors
New Jersey
$326K +$291K +784 New
IIA
2656
Integral Investment Advisors
California
$326K +$11.1K +30 +4%
AGC
2657
August Group Capital
$325K +$3.71K +10 +1%
BW
2658
Balance Wealth
Ohio
$325K -$139K -376 -32%
BM
2659
Berman McAleer
Maryland
$325K -$36.7K -99 -11%
LGG
2660
Luts & Greenleigh Group
Maryland
$325K +$290K +782 New
AU
2661
AlphaGrep UK
$325K -$886K -2,391 -75%
PSP
2662
Principal Street Partners
Tennessee
$324K +$289K +780 New
SIA
2663
Sage Investment Advisers
New York
$324K -$167K -451 -37%
WW
2664
Westshore Wealth
California
$324K +$14.1K +38 +5%
CWA
2665
Centennial Wealth Advisory
Michigan
$323K +$3.71K +10 +1%
HBCM
2666
Heron Bay Capital Management
Michigan
$323K – – –
WN
2667
Williams & Novak
California
$323K +$13K +35 +5%
WWC
2668
Waypoint Wealth Counsel
Georgia
$322K -$160K -431 -36%
ACA
2669
Affinity Capital Advisors
California
$322K +$285K +770 New
PSIWM
2670
Paradigm Strategies in Wealth Management
Minnesota
$321K -$8.9K -24 -3%
RLIM
2671
Red Lighthouse Investment Management
New York
$321K +$287K +773 New
WC
2672
Westhampton Capital
North Carolina
$321K – – –
FBFS
2673
First Business Financial Services
Wisconsin
$320K +$7.78K +21 +3%
MWP
2674
Meridian Wealth Partners
Pennsylvania
$320K +$286K +771 New
TCM
2675
Towercrest Capital Management
Pennsylvania
$320K – – –
105 106
107
108 109