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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2751
Cherrydale Wealth Management
New Jersey
$315K +$38.7K +73 +14%
BIA
2752
Bell Investment Advisors
California
$315K +$59.9K +113 +23%
CCP
2753
Cassia Capital Partners
North Carolina
$313K -$57.7K -109 -16%
HPWM
2754
High Pines Wealth Management
Massachusetts
$312K +$530 +1 +0.2%
AIP
2755
Ahrens Investment Partners
Louisiana
$312K -$78.9K -149 -20%
VC
2756
Vicus Capital
Pennsylvania
$310K -$138K -260 -31%
GIM
2757
Grassi Investment Management
California
$310K – – –
EWM
2758
Endowment Wealth Management
Wisconsin
$310K -$14.8K -28 -5%
IWM
2759
Iams Wealth Management
Nebraska
$310K +$309K +584 New
MA
2760
MAS Advisors
Florida
$309K -$32.8K -62 -10%
DA
2761
Dash Acquisitions
California
$309K – – –
OLA
2762
Oliver Luxxe Assets
New Jersey
$308K -$2.65K -5 -0.9%
SSC
2763
Syverson Strege & Co
Iowa
$307K +$1.06K +2 +0.3%
BWCS
2764
Beirne Wealth Consulting Services
Connecticut
$307K +$16M +30,237 New
EWA
2765
ERTS Wealth Advisors
Michigan
$306K -$16.4K -31 -5%
OCPWS
2766
One Charles Private Wealth Services
Massachusetts
$306K -$1.59K -3 -0.5%
APW
2767
Acima Private Wealth
Virginia
$306K – – –
TWM
2768
Tanager Wealth Management
United Kingdom
$306K +$306K +577 New
KL
2769
KilterHowling LLC
Colorado
$305K -$3.18K -6 -1%
LL
2770
LPWM LLC
Minnesota
$303K -$36.5K -69 -10%
DWA
2771
Dougherty Wealth Advisers
Minnesota
$303K – – –
PGIM
2772
Pacific Global Investment Management
California
$302K +$24.4K +46 +9%
JE
2773
JMAC Enterprises
Pennsylvania
$302K -$2.12K -4 -0.7%
TFA
2774
Trinity Financial Advisors
Ohio
$300K +$300K +566 New
ACM
2775
Antonetti Capital Management
Florida
$300K -$2.12K -4 -0.7%
109 110
111
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