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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
2651
Crown Wealth Group
North Carolina
$300K +$12.1K +23 +4%
UBV
2652
United Bank (Virginia)
Virginia
$299K +$15.8K +30 +5%
KLI
2653
Kelman-Lazarov Inc
Tennessee
$298K – – –
CFO
2654
Custos Family Office
Texas
$297K -$19.5K -37 -6%
HPWM
2655
High Pines Wealth Management
Massachusetts
$296K +$50.5K +96 +20%
OLA
2656
Oliver Luxxe Assets
New Jersey
$295K -$42.1K -80 -12%
OPWM
2657
Oakwell Private Wealth Management
Texas
$295K -$5.26K -10 -2%
GIM
2658
Grassi Investment Management
California
$295K +$52.6K +100 +21%
DA
2659
Dash Acquisitions
California
$294K – – –
KL
2660
KilterHowling LLC
Colorado
$294K -$14.2K -27 -4%
OCPWS
2661
One Charles Private Wealth Services
Massachusetts
$293K +$1.58K +3 +0.5%
SSC
2662
Syverson Strege & Co
Iowa
$292K +$526 +1 +0.2%
APW
2663
Acima Private Wealth
Virginia
$291K – – –
AAM
2664
Azzad Asset Management
Virginia
$291K – – –
AWG
2665
Altus Wealth Group
Colorado
$290K – – –
JE
2666
JMAC Enterprises
Pennsylvania
$290K +$8.41K +16 +3%
FMP
2667
Financial Management Professionals
Texas
$289K +$145K +276 +93%
RWA
2668
RGT Wealth Advisors
Texas
$288K -$157K -298 -34%
ACM
2669
Antonetti Capital Management
Florida
$288K -$38.9K -74 -11%
DWA
2670
Dougherty Wealth Advisers
Minnesota
$288K – – –
CCP
2671
Carmel Capital Partners
California
$287K – – –
SPI
2672
Sutton Place Investors
New York
$287K +$11.6K +22 +4%
DE
2673
Day & Ennis
Georgia
$286K – – –
PCA
2674
Peddock Capital Advisors
Massachusetts
$286K +$34.7K +66 +13%
JWM
2675
JGP Wealth Management
Oregon
$285K +$297K +564 New
105 106
107
108 109