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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
GIP
2701
Greatmark Investment Partners
Georgia
$342K – – –
EA
2702
Emerald Advisors
Washington
$342K +$23.3K +44 +7%
RWB
2703
RMR Wealth Builders
New Jersey
$341K -$16.4K -31 -5%
BBA
2704
Braun-Bostich & Associates
Pennsylvania
$340K -$19.6K -37 -5%
HWA
2705
HHM Wealth Advisors
Tennessee
$339K +$4.24K +8 +1%
MS
2706
Mizuho Securities
Japan
$339K +$320K +605 +1,729%
LSA
2707
Lansing Street Advisors
Pennsylvania
$337K +$13.8K +26 +4%
RDFA
2708
Ritter Daniher Financial Advisory
Ohio
$337K +$94.8K +179 +39%
ITIM
2709
Indiana Trust & Investment Management
Indiana
$337K +$5.83K +11 +2%
WSWA
2710
Warren Street Wealth Advisors
California
$336K +$71K +134 +27%
BBW
2711
Blue Barn Wealth
Utah
$335K +$13.2K +25 +4%
CA
2712
Carson Advisory
Georgia
$334K – – –
BHIA
2713
Birch Hill Investment Advisors
Massachusetts
$334K +$58.8K +111 +21%
MC
2714
Machina Capital
France
$334K +$334K +630 New
GAA
2715
Green Alpha Advisors
Colorado
$334K +$334K +630 New
MA
2716
MBA Advisors
Pennsylvania
$333K – – –
PCA
2717
Peddock Capital Advisors
Massachusetts
$332K +$32.3K +61 +11%
SWM
2718
Seed Wealth Management
Illinois
$332K +$332K +627 New
PPW
2719
Parcion Private Wealth
Washington
$332K – – –
WC
2720
Wexford Capital
Florida
$331K -$331K -625 -50%
WB
2721
West Bancorporation
Iowa
$331K -$32.8K -62 -9%
WDL
2722
Well Done LLC
Michigan
$330K -$530 -1 -0.2%
CA
2723
CapWealth Advisors
Tennessee
$330K – – –
DWP
2724
Destiny Wealth Partners
Florida
$329K -$3.18K -6 -1%
AOWM
2725
Alpha Omega Wealth Management
Virginia
$329K -$18.5K -35 -5%
107 108
109
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