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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SFB
2701
STAR Financial Bank
Indiana
$535K -$239K -420 -28%
GSIAS
2702
Garden State Investment Advisory Services
New Jersey
$534K -$48.3K -85 -7%
DWG
2703
Darden Wealth Group
Michigan
$533K – – –
BP
2704
BBR Partners
New York
$533K +$315K +554 +111%
KB
2705
Kimelman & Baird
New York
$533K – – –
RWP
2706
Ridgecrest Wealth Partners
California
$532K – – –
SCA
2707
Sandy Cove Advisors
Massachusetts
$532K +$37.5K +66 +7%
HNWAG
2708
High Net Worth Advisory Group
Florida
$530K -$114K -200 -16%
AIM
2709
Avity Investment Management
Connecticut
$530K – – –
SAM
2710
SignalPoint Asset Management
Missouri
$530K +$7.96K +14 +1%
PCM
2711
Perritt Capital Management
Illinois
$529K +$5.11K +9 +0.9%
AGP
2712
Aspire Growth Partners
Florida
$529K +$594K +1,046 New
AIM
2713
Alhambra Investment Management
Florida
$528K – – –
OPCM
2714
Osborne Partners Capital Management
California
$526K -$35.2K -62 -6%
UL
2715
Unionview LLC
Washington
$525K +$568 +1 +0.1%
DI
2716
Diligent Investors
California
$524K +$285K +501 +94%
HFP
2717
Holistic Financial Partners
Indiana
$524K +$84.7K +149 +17%
EFP
2718
Elser Financial Planning
Indiana
$524K +$588K +1,035 New
MSCM
2719
McElhenny Sheffield Capital Management
Texas
$523K – – –
WRPWM
2720
Werba Rubin Papier Wealth Management
California
$522K -$61.9K -109 -10%
SIM
2721
Sims Investment Management
Ohio
$522K +$586K +1,032 New
DMBA
2722
Deseret Mutual Benefit Administrators
Utah
$521K +$15.3K +27 +3%
SF
2723
SWP Financial
California
$519K – – –
PBO
2724
Peoples Bank (Ohio)
Ohio
$518K -$185K -326 -24%
AIA
2725
Angeles Investment Advisors
California
$515K -$76.7K -135 -12%
107 108
109
110 111