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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AFW
2701
Avantra Family Wealth
Pennsylvania
$535K +$601K +1,058 New
SFB
2702
STAR Financial Bank
Indiana
$535K -$239K -420 -28%
GSIAS
2703
Garden State Investment Advisory Services
New Jersey
$534K -$48.3K -85 -7%
DWG
2704
Darden Wealth Group
Michigan
$533K – – –
BP
2705
BBR Partners
New York
$533K +$315K +554 +111%
KB
2706
Kimelman & Baird
New York
$533K – – –
RWP
2707
Ridgecrest Wealth Partners
California
$532K – – –
SCA
2708
Sandy Cove Advisors
Massachusetts
$532K +$37.5K +66 +7%
HNWAG
2709
High Net Worth Advisory Group
Florida
$530K -$114K -200 -16%
AIM
2710
Avity Investment Management
Connecticut
$530K – – –
SAM
2711
SignalPoint Asset Management
Missouri
$530K +$7.96K +14 +1%
PCM
2712
Perritt Capital Management
Illinois
$529K +$5.11K +9 +0.9%
AGP
2713
Aspire Growth Partners
Florida
$529K +$594K +1,046 New
AIM
2714
Alhambra Investment Management
Florida
$528K – – –
OPCM
2715
Osborne Partners Capital Management
California
$526K -$35.2K -62 -6%
UL
2716
Unionview LLC
Washington
$525K +$568 +1 +0.1%
DI
2717
Diligent Investors
California
$524K +$285K +501 +94%
HFP
2718
Holistic Financial Partners
Indiana
$524K +$84.7K +149 +17%
EFP
2719
Elser Financial Planning
Indiana
$524K +$588K +1,035 New
MSCM
2720
McElhenny Sheffield Capital Management
Texas
$523K – – –
WRPWM
2721
Werba Rubin Papier Wealth Management
California
$522K -$61.9K -109 -10%
SIM
2722
Sims Investment Management
Ohio
$522K +$586K +1,032 New
DMBA
2723
Deseret Mutual Benefit Administrators
Utah
$521K +$15.3K +27 +3%
SF
2724
SWP Financial
California
$519K – – –
PBO
2725
Peoples Bank (Ohio)
Ohio
$518K -$185K -326 -24%
107 108
109
110 111