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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
2701
Pasadena Private Wealth
California
$432K – – –
SFG
2702
Seamount Financial Group
Colorado
$431K -$7.35K -15 -2%
HFS
2703
Horizon Financial Services
North Carolina
$429K – – –
EWM
2704
Elite Wealth Management
Washington
$428K – – –
CIG
2705
Cairn Investment Group
Washington
$428K -$12.7K -26 -3%
FI
2706
FWG Investments
Kentucky
$428K +$412K +840 New
LT
2707
Legacy Trust
Michigan
$426K -$8.82K -18 -2%
BOM
2708
Bank of Marin
California
$425K +$65.2K +133 +19%
BO
2709
Bank OZK
Arkansas
$425K +$46.1K +94 +13%
RCG
2710
Regatta Capital Group
California
$424K -$4.41K -9 -1%
BMC
2711
Beaton Management Company
Massachusetts
$423K +$12.3K +25 +3%
WWG
2712
West Wealth Group
California
$423K +$7.84K +16 +2%
OWA
2713
Octavia Wealth Advisors
Ohio
$423K +$8.33K +17 +2%
HW
2714
Hamilton Wealth
California
$423K +$407K +830 New
SFS
2715
Sharp Financial Services
Pennsylvania
$422K -$182K -371 -31%
FC
2716
Financial Council
Maryland
$421K +$8.33K +17 +2%
3F
2717
360 Financial
Minnesota
$421K – – –
EB
2718
Exchange Bank
California
$420K +$50.5K +103 +14%
CRA
2719
Clear Rock Advisors
Texas
$420K – – –
MHR
2720
Matthew Hamilton Rosenberg
$419K -$16.2K -33 -4%
LIA
2721
Lynx Investment Advisory
District of Columbia
$418K +$402K +821 New
ZIMP
2722
Zimmermann Investment Management & Planning
Pennsylvania
$418K -$427K -872 -52%
CFFP
2723
Center for Financial Planning
Michigan
$417K +$1.47K +3 +0.4%
BMC
2724
Benin Management Corp
Connecticut
$417K +$2.45K +5 +0.6%
VC
2725
Veery Capital
Delaware
$417K +$13.2K +27 +3%
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